Billing Financial Strategist

6 days ago

Sorsogon, Bicol, Philippines beBeeBillingFinancialAnalyst Full time $90,000 - $120,000
Job Description

The Billing Financial Analyst will work within the Finance Operations team and will be responsible for handling client month end billing tasks. They will also serve as a key liaison between Product Management, Engineering, and the Finance Operations team.

This role interacts with several other Apex teams as well, including Accounting, Treasury, Client Service, Operations, Compliance, and Technology. In addition to ensuring the successful monthly billing of clients, the individual in this role will also assist with requirements gathering for new billing features and enhancements and will work with the Product Management team to ensure new billing features and enhancements are properly validated and QA tested.

Key Responsibilities:

  • 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.
  • Actively cross-train to provide back-up coverage for all team members.
Required Skills and Qualifications

Education: Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent work experience) required.

Experience: 2+ years of experience in business analysis or a related field, preferably for a clearing or brokerage firm.

Skills: 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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