Client Invoicing Analyst

Required Skills & Experience

Relevant experience in client invoicing, billing, Accounts Receivable/Accounts Payable, customer service, or financial operations Experience analyzing data, identifying discrepancies, and resolving billing issues Strong Microsoft Excel skills, including formulas, pivot tables, and linking Excellent written, verbal, and interpersonal communication skills Ability to manage high-volume workflows while maintaining accuracy and attention to detail Strong organizational, critical-thinking, and problem-solving skills Ability to work independently as well as collaboratively with a team Ability to meet deadlines in a process-driven environment

Nice to Have Skills & Experience

Financial services or asset management industry experience Advanced proficiency across Microsoft Office Experience navigating multiple systems within operational workflows Process improvement, automation, or efficiency initiative experience Experience collaborating across finance, operations, and client-facing teams Exposure to internal controls and audit processes Experience with Revenue Manager application

Job Description

Seeking a Client Invoicing Analyst for a top asset management and financial services client. This individual will support the end-to-end client billing lifecycle, ensuring invoices, fees, accruals, and payments are processed accurately and on time. They will investigate billing discrepancies, perform reconciliations, maintain billing-system data, and work cross-functionally to resolve client and operational issues. The ideal candidate is highly detail-oriented, comfortable managing high-volume financial workflows, and strong in Excel. This is a great opportunity for someone who enjoys combining financial operations, problem-solving, client service, and continuous process improvement.