Billing Operations Specialist

1 day ago


Quezon City, National Capital Region, Philippines beBeeBusiness Full time $100,000 - $150,000
Job Overview

This role is integral to the Billing Operations team, responsible for managing client month-end billing tasks and serving as a key liaison between Product Management, Engineering, and the Billing Operations team.

Key Responsibilities
  • Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
  • Collaborate 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.
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 preferred.
  • Prior experience in the financial field with a deep understanding of related regulatory and compliance requirements advantageous.
Key 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.

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