
Senior Financial Transaction Specialist
3 days ago
We are seeking an experienced Billing Business Analyst to play a critical role in ensuring accurate client month-end billing and supporting month-end activities. The successful candidate will interact with various teams, including Accounting, Treasury, Client Service, Operations, Compliance, and Technology. Key responsibilities include supporting month-end settlement processing, preparing journal entries, and completing billing set-ups for new clients based on specified terms detailed in signed contracts.
Responsibilities
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.
- 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 and minimize risk.
Required Skills & Qualifications
Required Skills and Qualifications:
- Ability to work with large amounts of information and see the 'bigger picture.'
- Clear and concise written and verbal communication skills.
- Strong relationship-building and influencing skills.
- Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with query languages like SQL.
Benefits
This is a rewarding opportunity to make a meaningful contribution to our team while advancing your career in business analysis.
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