About the Role
We are looking for an experienced Invoice Review Associate to join the Global Billing Operations team. This role is responsible for supporting the end-to-end client invoicing process across multiple business lines and global regions, ensuring invoices are accurate, timely, and compliant with internal standards.
The successful candidate will handle invoice generation, out-of-pocket expense (OOPS) invoicing, invoice review, and contribute to process improvements within the global billing function.
Key Responsibilities
- Prepare, review, and process client invoices accurately and on schedule.
- Manage Out-of-Pocket Expense (OOPS) invoicing and other billing-related activities.
- Ensure invoices are complete, accurate, and compliant with established billing policies and procedures.
- Take ownership of assigned billing processes and independently manage priorities and deadlines.
- Monitor and maintain the quality and consistency of invoice deliverables.
- Identify process improvement opportunities to enhance efficiency and accuracy.
- Collaborate with internal stakeholders across different regions and business units to resolve billing-related issues.
- Support continuous improvement initiatives and automation efforts within the billing function.
Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- Minimum of 6–7 years of experience in invoice processing or global billing operations within a large financial services organization.
- Strong understanding of billing practices for financial services, including areas such as custody services, sub-custodian services, trust services, asset management, and out-of-pocket expense billing.
- Experience supporting billing operations across multiple countries or regions is highly preferred.
- Proven ability to improve billing processes and drive operational efficiencies.
Skills & Competencies
- Advanced Microsoft Excel skills, including Pivot Tables, formulas, and workbook management.
- Proficiency in Microsoft Office applications (Word, PowerPoint, Access, and Visio).
- Experience using billing systems and financial applications.
- Working knowledge of financial systems, including General Ledger (GL), sub-ledger platforms, and related financial technologies.
- Strong analytical and problem-solving skills.
- Excellent attention to detail with a high level of accuracy.
- Ability to prioritize multiple tasks and meet tight deadlines in a fast-paced environment.
- Strong organizational skills and the ability to work independently.
- Demonstrated ownership, accountability, and commitment to delivering high-quality results.
