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3 days ago
We are seeking a highly skilled Billing Business Analyst to join our team. As a key member of our organization, you 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.
Key Responsibilities:- Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
- Collaborate with the Project Management and Engineering teams to enable manual billing tasks to be converted to automated tasks.
- 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.
- 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.
- 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.
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