Company:
MarshDescription:
We are seeking a talented individual to join our Investment Billing team, part of ourPeople & Investments business at Marsh. This role will be based in Boston and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.
As a Billing Analyst, you will manage client billing and revenue processes by setting up accounts, generating invoices, reconciling revenue, and ensuring compliance with contract terms. You will collaborate with internal stakeholders to resolve billing issues, support accounts receivable activities, and identify opportunities to improve processes through technology and AI-enabled tools.
We will count on you to:
- Set up new client accounts and project codes in the Broadridge Revport billing system
- Ensure invoices are calculated accurately and delivered to internal stakeholders within deadlines
- Thrive and be motivated by an environment that embraces AI and technology-enabled tools
- Interpret complex contracts and legal documents to apply appropriate pricing methodologies to new client invoices
- Maintain invoicing control files and billing records
- Coordinate with cash processing teams to ensure payments are applied correctly
- Follow up on invoices not approved with consultants and client portfolio directors as needed
- Ensure adherence to policies and procedures while identifying process improvement opportunities
- Work with offshore billing team to coordinate responsibilities, share knowledge and ensure accurate delivery of invoices.
- Record quarterly revenue and maintain accurate financial data
- Participate in ad hoc projects for investment operations team
- Reconcile actual management revenue against financial forecasts
What you need to have:
- Bachelor’s degree
- 2+ years of operations, accounting, or finance experience
- Experience with accounting/billing systems and revenue recognition concepts
- Ability to work independently and manage multiple priorities
- Strong organizational, prioritization, and stakeholder management skills
- Experience reviewing contracts and client work orders
- Advanced Excel skills and proficiency with Microsoft Office
What makes you stand out?
- Coursework or concentration in Accounting or Finance
- Broadridge Revport experience strongly preferred
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.