Billing Operations Specialist

2 days ago

Taguig, National Capital Region, Philippines beBeeBusiness Full time $100,000 - $120,000
Job Description

The Billing Operations Specialist plays a critical role in the success of our organization. This individual will be responsible for handling client month end billing tasks and serving as a key liaison between Product Management, Engineering, and the Billing Operations team.

The ideal candidate will have a strong attention to detail and be able to work in a fast-paced environment. They will also possess excellent communication skills and be able to collaborate with cross-functional teams.

Key Responsibilities:

  • Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
  • Actively participate in firmwide and departmental projects and initiatives, including implementation of the new billing system.
  • Elicit, capture, and document business and functional requirements to enable manual billing tasks to be converted to automated tasks by collaborating with the Project Management and Engineering teams.
  • Identify and implement process improvements, suggesting changes to streamline operations, improve workflows and controls, minimize risk, reduce manual interventions, and reduce inefficiencies where needed.
  • Complete billing set-up of new clients based on specified terms detailed in signed contracts, and ensure proper billing rate setup.
  • Prepare journal entries and monthly reconciliations for assigned general ledger accounts and proactively communicate daily status and escalate issues as needed.
  • Assist with quarterly and annual audit requests as needed.
  • Liaise with other operational teams as well as Client Service teams to resolve any outstanding billing issues and ensure accuracy and timely payments.
Required Skills and Qualifications

To succeed in this role, the ideal candidate will possess the following skills and qualifications:

Education:

  • Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience)

Experience:

  • 2+ years of experience in business analysis or a related field, preferably for a clearing or brokerage firm

Skills:

  • Strong proficiency with Microsoft Excel, NetSuite accounting system, SQL, and experience using data visualization tools (e.g., Power BI, Looker)
  • Prior experience in the financial field with a deep understanding of related regulatory and compliance requirements
Benefits

We offer a robust package of employee perks and benefits, including:

Healthcare Benefits:

  • Medical, dental, and vision coverage
  • Employee Assistance Program (EAP)

Time Off:

  • Competitive PTO policy

Professional Development:

  • 401k match
  • Parental leave
  • HSA contribution match

Work Environment:

  • Hybrid work schedule for most roles
  • Flexible working hours
About Us

We are a leading provider of innovative solutions in the financial industry. Our company values include:

Innovation: We strive to stay ahead of the curve in terms of technology and innovation.

Collaboration: We believe that teamwork is essential to achieving our goals.

Customer Focus: We are committed to delivering exceptional customer service.

Diversity and Inclusion: We celebrate diversity and promote inclusivity in all aspects of our business.

Sustainability: We aim to minimize our environmental impact and promote sustainable practices throughout our operations.

Community Engagement: We are dedicated to giving back to our community through various charitable initiatives.

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