
Chief Financial Transaction Specialist
3 days ago
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 individual will be responsible for handling client month-end billing tasks and serving as a key liaison between Product Management, Engineering, and the Billing Operations team.
They will also assist with requirements gathering for new billing features and enhancements, working with the Product Management team to ensure new billing features and enhancements are properly validated and QA tested.
The successful candidate must be a critical thinker, analytical, energetic, and possess a strong attention to detail. They will function in a fast-paced environment, communicate well, and meet deadlines associated with the month-end process.
Key Responsibilities- Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
- Elicit, capture, and document business and functional requirements 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.
- Prepare journal entries and monthly reconciliations for assigned general ledger accounts and proactively communicate daily status and escalate issues 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.
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