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Tier-1 brand, mid-level billing operations, metro location and generalist skills drive high competition.
Role requires specialized custody, fund accounting, and regulatory billing knowledge, limiting cross-industry transferability.
Explicit six-year requirement and mandatory financial-services billing experience make shortlisting stringent.
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Own end-to-end delivery of manual billing data for assigned client portfolios ensuring timely, accurate submission within SLAs.
Manage data gathering, preparation, validation, escalation, and submission to the Data Lake, maintaining positive client relationships.
Identify and implement opportunities to consolidate data templates, reduce complexity, improve operational efficiency, and support onboarding of new data sources/clients.
Bachelor’s or Master’s degree in Finance, Accounting, IT, or related discipline.
Minimum of 6 years of relevant experience in Financial Services / Investment Banking.
Strong knowledge of Custodial Services, Fund Administration, Fund Accounting, Transfer Agency, Tax Reporting, FATCA & CRS.
Prior experience in billing operations or data operations preferred.
Experienced in managing multiple client billing data portfolios with strong execution and prioritization skills.
Proficient in collaborating with Data Sourcing, Data Governance, and Billing Operations teams in a complex, multi-geography delivery environment.
Demonstrates ability to lead operational efficiency initiatives and uphold strong risk and control mindset during billing transformation projects.