Business Analyst for Financial Services

1 week ago

Dumaguete, Central Visayas, Philippines beBeeAutomation Full time $80,000 - $100,000
Business Analyst - Billing Operations",

Job Summary

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The Business Analyst will be a key liaison between Product Management, Engineering, and Billing Operations. This role is responsible for ensuring accurate client month-end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes.

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This individual will interact with several teams, including Accounting, Treasury, Client Service, Operations, Compliance, and Technology. The successful candidate will assist with requirements gathering for new billing features and enhancements and work with the Product Management team to validate and QA test new billing features and enhancements.

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Key Responsibilities

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  • ","
  • 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.","
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Requirements

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  • ","
  • 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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Skills and Abilities

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  • 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.","
",What We Offer",

A dynamic and supportive work environment that encourages growth and development.
Opportunities to work on high-profile projects and collaborate with cross-functional teams.
Competitive salary and benefits package.

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About Us

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Our company is a leading provider of financial services, dedicated to delivering exceptional value to our clients and stakeholders.

", ],

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