What are the responsibilities and job description for the Billing Manager position at Robert Half?
Billing Manager – Financial Services
We are partnering with a leading financial services firm seeking an experienced Billing Manager to join their team. This role is responsible for managing the end-to-end billing process, with a focus on calculating and processing investment account fees. The ideal candidate will have strong analytical skills, a deep understanding of financial services billing, and the ability to work cross-functionally with internal teams.
Key Responsibilities:
- Oversee and execute the calculation of investment account fees in accordance with client agreements.
- Ensure accurate and timely invoicing for investment management services.
- Reconcile billing data, identify discrepancies, and resolve issues proactively.
- Collaborate with accounting, client services, and operations teams to streamline billing processes.
- Maintain and enhance billing systems, ensuring compliance with financial regulations.
- Generate financial reports and provide insights on revenue trends.
- Assist in audits by providing necessary documentation and supporting analysis.
Qualifications:
- 5 years of billing experience within the financial services industry.
- Strong knowledge of investment management fee structures and billing processes.
- Proficiency in financial software and billing systems; advanced Excel skills preferred.
- Detail-oriented with strong problem-solving abilities.
- Excellent communication skills to interact with internal teams and external clients.
- Ability to work in a fast-paced environment and manage multiple priorities.
