
Expert Billing Solutions Professional
2 weeks ago
We are seeking a skilled Billing Operations Specialist to join our team in handling client month end billing tasks and serving as a key liaison between Product Management, Engineering, and the Billing Operations team.
The ideal candidate will have strong analytical skills, attention to detail, and ability to work in a fast-paced environment. The role involves ensuring accurate client month end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes.
This position interacts with several teams across the business, including Accounting, Treasury, Client Service, Operations, Compliance, and Technology. In addition to billing responsibilities, the individual will assist with requirements gathering for new features and enhancements and work with the Product Management team to ensure proper validation and QA testing.
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.
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 comprehensive package of employee benefits, including competitive pay, generous PTO, 401k match, parental leave, and HSA contribution match.
- We provide our employees with a paid subscription to the Calm app and offer external learning and tuition reimbursement benefits.
About Us:
We are a global organization operating in multiple locations. We prioritize diversity, equity, and inclusion and strive to create an inclusive and accessible workplace for all candidates.
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