
Billing Operations Specialist
2 weeks ago
We are seeking an experienced Billing Operations Specialist to join our team. In this role, you 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 successful candidate will have strong analytical skills, excellent communication abilities, and the ability to work effectively in a fast-paced environment. If you are a detail-oriented professional with experience in business analysis or a related field, we encourage you to apply.
Job Description:The Billing Operations Specialist will play a critical role in ensuring accurate client month end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes. This includes preparing, validating, and analyzing data to ensure timely and accurate results, actively participating in firmwide and departmental projects and initiatives, and collaborating with cross-functional teams to implement process improvements.
The ideal candidate will have a bachelor's degree in Business, Finance, Accounting, or a related field and 2+ years of experience in business analysis or a related field, preferably for a clearing or brokerage firm. Strong proficiency in Microsoft Excel, NetSuite accounting system, SQL, and experience using data visualization tools is also preferred.
- Support month-end settlement processing
- Participate in firmwide and departmental projects
- Elicit, capture, and document business and functional requirements
- Identify and implement process improvements
- Complete billing set-up of new clients
- Prepare journal entries and monthly reconciliations
- Liaise with other operational teams
- Ability to analyze complex information
- Strong communication and interpersonal skills
- Experience working with large datasets
- Familiarity with Microsoft Office Suite
- Proficiency in SQL and data visualization tools
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. Our team is committed to creating a positive and inclusive work environment that supports the well-being of our employees.
About Us:We are a dynamic and innovative organization dedicated to delivering exceptional results in the financial industry. Our team is passionate about providing outstanding service to our clients and making a meaningful impact in the community.
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