Billing Manager – Financial Services

This role requires on-site presence in Madison, NJ three days per week, with no flexibility for remote work.

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.