
Senior Business Operations Professional
1 week ago
This role is for a Business Analyst who will work within the Billing Operations team to handle client month end billing tasks and serve as a key liaison between Product Management, Engineering, and the Billing Operations team.
The ideal candidate will have strong analytical skills, proficiency in Microsoft Excel and SQL, and experience working with data visualization tools. They should also be able to communicate effectively and work well in a fast-paced environment.
About This Role- 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.
- Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience).
- 2+ years of experience in business analysis or a related field, preferably for a clearing or brokerage firm.
- Strong proficiency with Microsoft Excel, SQL, and experience using data visualization tools (e.g., Power BI, Looker).
- A robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match.
- A paid subscription to the Calm app and generous external learning and tuition reimbursement benefits.
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