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- Maintain billing systems and processes; assist in system enhancements.
- Generate and process accurate invoices, resolving discrepancies promptly.
- Work with internal teams to ensure all billable products/services are invoiced correctly.
- Monitor customer accounts and manage overdue invoices.
- Negotiate payment plans and ensure timely collections.
- Assess credit risk by analyzing financial statements and set appropriate credit limits.
- Reconcile customer accounts and resolve discrepancies.
- Prepare regular reports on billing trends, outstanding debts, and credit exposure.
- Serve as the main point of contact for customer accounts, resolving billing and payment issues.
- Ensure compliance with financial regulations and internal controls to maintain billing integrity.
- 1+ years of experience, with an Accounting Degree (preferred).
- Experience in a regulated investment firm or commercial environment.
- Quick learner with strong organizational skills.
- Familiarity with Workday and a technology-driven approach to process improvements
