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Tier-1 brand and metro presence balanced by niche billing specialization and seniority, giving moderate competition.
Role requires billing, custody and SOX controls experience specific to financial services, limiting cross-industry transferability.
Explicit 10-12 years, CPA/SOX/control experience and domain-specific billing expertise create strict shortlisting filters.
Own end-to-end management of invoice preparation, review, and invoicing for State Street global businesses and State Street Global Advisors, ensuring accurate, timely deliverables.
Lead and develop a large invoice review team to maintain strong process controls, governance, and quality across multiple geographies.
Drive process improvements including re-engineering, standardization, and automation efforts within the global billing function.
10 to 12 years of experience with invoice management in a global billing function within a large financial services institution.
Bachelor’s or Master’s Degree in Finance; CPA qualification is required.
Experience building and maintaining strong control environments including SOX and risk controls.
Proficiency in Microsoft Office (advanced Excel), billing systems, and first-level management experience.
Experienced leader who has improved or built out invoice functions across multiple geographies and business lines in financial services.
Strong expertise in billing methods related to custody, trust services, asset management, and out-of-pocket expense billing.
Strategic thinker with demonstrated independence in decision-making, process ownership, and strong analytical skills in managing complex financial transactions.