Financial Process Specialist

2 days ago

Mandaue City, Central Visayas, Philippines beBeeBilling Full time ₱4,000,000 - ₱6,000,000
Job Title:

Billing Business Analyst

Role Summary:

The Billing Business Analyst plays a critical role in ensuring accurate client month-end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes.

This role interacts with several teams across the business, including Accounting, Treasury, Client Service, Operations, Compliance, and Technology. The individual in this role will assist with requirements gathering for new billing features and enhancements, and work with the Product Management team to ensure new billing features and enhancements are properly validated and QA tested.

The Billing team is essential in tracking revenues for the firm as it continues to grow. The Billing Business Analyst must be a critical thinker, analytical, energetic, and possess a strong attention to detail. This individual is expected to function in a fast-paced environment, communicate well, and meet deadlines associated with the month-end process.

Key Responsibilities:
  • Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
  • Actively participate in firm-wide 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 setup 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.
  • Actively cross-train to provide back-up coverage for all team members.
Requirements:
  • Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience) required.
  • 2+ years of experience in business analysis or a related field, preferably for a clearing or brokerage firm.
  • Strong proficiency with Microsoft Excel, NetSuite accounting system, SQL, and experience using data visualization tools (e.g., Power BI, Looker) preferred.
  • Prior experience in the financial field with a deep understanding of related regulatory and compliance requirements is a plus.

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