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Financial Services Professional

1 week ago

Taguig, National Capital Region, Philippines Dynamic Talent Solutions Full time
Job Description

The Billing Analyst will be responsible for the preparation of regular monthly, quarterly and annual invoices issued to our clients in the Fees and Billing Team. This includes coordinating and managing fee information requests from various internal teams; preparing calculation files to determine the fees that have been invoiced; and inputting data in the billing system to generate an accurate invoice to our clients.

Fees billed are based on the signed agreement between us and the client.

Key Responsibilities:

  • Prepare monthly, quarterly and annual fee invoices to clients based on existing billing details and schedules.
  • Manage and coordinate fee information from internal teams.
  • Extract data and run reports from administration system to gather invoicing information.
  • Prepare calculation files to determine the amount of fees that have been invoiced.
  • Ensure fees invoiced to client agrees to the signed agreement and amendments.
  • Monitor fee changes to ensure billing details and schedules are updated accurately.
  • Maintain the client billing profile to ensure any changes are updated accurately.
  • Manage invoice and billing related inquiries and correspondence to resolve questions.
  • Analyse fees billed to client by comparing the amount to the previous bill to explain any significant changes.
  • Discuss and share any unusual results and findings with team.