Financial Services Process Analyst

2 days ago

Baguio City, Cordillera, Philippines beBeeBusiness Full time $80,000 - $100,000

The Billing Business Analyst plays a pivotal role in the financial industry, ensuring accurate and timely client month-end billing. This individual will work closely with Product Management, Engineering, and the Billing Operations team to identify opportunities for automation and process improvement.

This position requires strong analytical skills, with the ability to work with large amounts of data and see the 'bigger picture.' The ideal candidate will have excellent communication skills, both written and verbal, and be able to articulate complex ideas in a clear and concise manner.

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 the implementation of new billing systems.
  • 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.
  • 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.

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.

Benefits:

  • We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match.
  • We provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits.

Contact us at Apex Fintech Solutions today to learn more about this exciting opportunity

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