Business Analyst

7 days ago

Biñan, Calabarzon, Philippines beBeeFinancial Full time $120,000 - $140,000
Job Title

A key member of our team is sought to fill the role of Billing Financial Analyst. This position will be responsible for managing client month end billing tasks and serving as a liaison between product management, engineering, and the billing operations team.

About this Role

The ideal candidate will play a critical role in ensuring accurate client month end billing, supporting month-end activities, and identifying opportunities to automate and improve manual processes. In addition to working with the billing operations team, this individual will interact with other apex teams including accounting, treasury, client service, operations, compliance, and technology.

This role requires a strong analytical mindset, excellent communication skills, and the ability to work in a fast-paced environment. The successful candidate will be able to balance multiple priorities, meet deadlines, and communicate effectively with various stakeholders.

Responsibilities
  • Support month-end settlement processing by preparing, validating, and analyzing data to ensure timely and accurate results.
  • Actively participate 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.
  • Actively cross-train to provide back-up coverage for all team members.
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.
  • Prior experience in the financial field with a deep understanding of related regulatory and compliance requirements is a plus.
Benefits

At Apex Fintech Solutions, we offer a robust package of employee perks and benefits, including healthcare benefits, competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits.

Work Environment

This job operates in a remote work environment. This job operates overnight local hours / US working hours.

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