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Tier-1 brand, mid-level generalist operations role, metro location, and broad billing skillset increase applicant competition.
Role demands specialized custody and global billing experience, limiting cross-industry transferability.
Explicit 4–6 years requirement and mandatory global billing experience make screening highly selective.
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Own and manage fee schedule activities including set-up, maintenance, and review within the global billing function.
Drive ongoing process improvements and measure performance against goals for fee invoicing operations across multiple geographies and business areas.
Work independently with an owner’s mindset to deliver high quality and timely results in a fast-paced environment.
Bachelor’s Degree in Finance.
4 to 6 years of experience working with fee invoices in a global billing function at a large financial services institution.
Proficiency in Microsoft Office suite, especially advanced Excel skills (pivot tables, formulas).
Knowledge of billing systems and conceptual understanding of financial architecture (GL, sub-GL technology).
Experience with billing methods related to Custody services, Sub custodian, trust services, out-of-pocket expense billing, and asset management.
Demonstrated ability to improve fee schedule functions across diverse geographies and business areas.
Independent decision-maker with attention to detail and ability to manage multiple high-pressure tasks efficiently.