Senior Financial Process Improvement Specialist

2 days ago

Province of Palawan, Mimaropa, Philippines beBeeBusiness Full time $90,000 - $120,000
Business Analyst Position

The Billing Business Analyst plays a pivotal role in ensuring accurate client month end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes.

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

The Billing team plays a critical role in the firm, ensuring clients are accurately charged per their contract, which is key to a positive and lasting impression of the firm and an essential part of properly tracking revenues for the firm as it continues to grow.

The Billing Business Analyst must be a critical thinker, analytical, energetic, and possess a strong attention to detail. This individual is expected to function in a fast-paced environment, communicate well, and meet deadlines associated with the month-end process.

Main Responsibilities
  • Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
  • Participate in firm-wide 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.
Key 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.
Necessary Skills
  • 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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