Senior Billing Operations Specialist

2 days ago

Iloilo City, Western Visayas, Philippines beBeeBusiness Full time $90,000 - $120,000

Job Summary

We are seeking an experienced Billing Business Analyst to join our team. As a key member of the Billing Operations group, you will work closely with Product Management, Engineering, and other operational teams to ensure accurate client month end billing, identify opportunities to automate and improve manual processes.

This is a dynamic role that requires strong analytical skills, excellent communication abilities, and a passion for process improvement.

Key Responsibilities

  • Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
  • 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.
  • 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.

Desirable Skills/Abilities

  • Ability to work with large amounts of information and see the 'bigger picture'. 
  • Clear and concise written and verbal communication skills, proficient in articulating complex ideas.
  • Strong relationship-building and influencing skills, with the ability to work collaboratively with teams across the business as well as independently.
  • Strong problem-solving skills, with a creative and pragmatic approach to overcoming challenges.
  • The ability to work with numerous and conflicting deadlines and perform tasks with speed and accuracy.
  • Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with query languages like SQL are advantageous.

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