Job Description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Global Billing Operations, Associate 2 based in India.
This role sits within a global billing operations function responsible for accurate client setup, fee schedules, invoicing, and billing support across multiple business lines and geographies.
You will combine financial knowledge, analytical skills, and operational discipline to manage complex billing activities and resolve escalated issues.
The position offers exposure to global stakeholders, financial processes, billing platforms, and continuous improvement initiatives.
You will work closely with onshore teams and internal partners to ensure deliverables are accurate, timely, compliant, and properly documented.
A key focus will be maintaining high-quality fee schedules, analyzing billing data, and supporting complex client and transaction setups.
The environment is fast-paced and collaborative, with opportunities to contribute to automation, process improvements, and broader operational projects.
Accountabilities
- Manage day-to-day client setup activities, including onboarding clients and establishing fee schedules across relevant billing platforms.
- Collaborate with onshore and in-market teams to understand requirements, coordinate deliverables, balance workloads, and meet agreed timelines.
- Provide subject matter expertise on complex billing and setup transactions, coordinating appropriate treatment with global stakeholders.
- Perform data collection, analysis, financial reviews, and variance analysis related to client billing, invoices, and accounting transactions.
- Act as a first point of escalation for people, process, and technology issues, ensuring appropriate resolution and adherence to applicable compliance requirements.
- Support stakeholders by preparing and presenting analytical findings, billing insights, and relevant performance information.
- Maintain a strong focus on billing accuracy and fee-schedule quality, recognizing the downstream impact of setup and invoicing decisions.
- Contribute to ad-hoc projects, new transactions, process enhancements, and initiatives supporting the broader billing operations function.
- Help develop and maintain deliverable plans, participate in recurring and project-specific meetings, and ensure commitments are completed within agreed deadlines.
- Support team development by encouraging ownership, independent working, effective time management, and consistent delivery standards.
- Contribute to performance management activities, including supporting goal setting, coaching, and feedback in collaboration with leadership.
- Identify opportunities to improve billing processes, strengthen controls, increase efficiency, and support automation across global operations.
Requirements
- Bachelor's degree in Finance, Accounting, Business, or a related discipline, with approximately 2–4 years of relevant experience in global billing, financial operations, or fee-invoice activities, preferably within a large financial services environment.
- Strong understanding of billing methodologies and financial services such as custody, sub-custody, trust services, asset management, and out-of-pocket expense billing.
- Demonstrated experience working with client fee schedules, billing setup, invoice generation, and related operational processes across multiple business areas or geographies.
- Advanced Microsoft Excel capabilities, including pivot tables, formulas, workbook maintenance, data analysis, and reporting; proficiency with PowerPoint, Word, Access, or Visio is also valuable.
- Familiarity with billing platforms and an understanding of financial architecture, including general ledger, sub-ledger, and specialized financial technology systems.
- Knowledge of Archer GRS or similar billing and financial operations platforms is an advantage.
- Strong analytical and problem-solving skills, with the ability to investigate discrepancies, assess complex issues, and determine appropriate solutions.
- Excellent attention to detail and a strong sense of ownership, particularly when managing fee schedules and activities with significant downstream financial impact.
- Ability to make independent decisions, demonstrate sound judgment, and provide informed recommendations on complex operational matters.
- Highly organized and capable of managing multiple priorities, tight deadlines, escalations, and changing requirements in a fast-paced environment.
- Strong written and verbal communication skills, with the ability to collaborate effectively with global teams and present findings clearly.
- Self-motivated, dependable, and comfortable working independently while maintaining strong collaboration with onshore and cross-functional stakeholders.
Benefits
- Competitive and comprehensive benefits package, with offerings varying according to location.
- Access to medical care, insurance, savings, and other financial well-being programs.
- Flexible work programs designed to support different professional and personal needs.
- Professional development opportunities, educational resources, and programs designed to support long-term career growth.
- Exposure to global teams, international financial operations, and complex client billing environments.
- Opportunities to contribute to process improvement, automation, and operational transformation initiatives.
- Inclusive workplace culture that values diverse backgrounds, perspectives, and experiences.
- Employee networks and community engagement opportunities, including paid volunteer days and matching gift programs.
- Supportive environment focused on professional development, work-life balance, collaboration, and employee well-being.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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