Financial Services Billing Specialist

3 weeks ago

Montreal, Quebec, Canada TradingScreen Full time

Billing and Invoicing Expert

TS Imagine is seeking a highly skilled Billing and Invoicing Expert to join our team. As a key member of our financial operations team, you will be responsible for ensuring the timely and accurate billing of clients.

Key Responsibilities:

  • Create invoices with NetSuite as the primary billing tool
  • Verify the accuracy of billing data and make necessary corrections within Salesforce & NetSuite
  • Collaborate with other departments to ensure accurate and timely billing of customers
  • Prepare monthly insight into Revenue GL detail and variance analysis in conjunction with the Financial Analyst
  • Respond to customer inquiries related to billing and work with clients to resolve billing discrepancies
  • Improve processes related to system records of processes and to help streamline the billing process.
  • Assist with month-end close process, utilizing Salesforce and NetSuite reports and data, as well as Excel spreadsheets
  • Maintain revenue-related workbooks such as revenue recognition etc.

Requirements:

  • Bachelor's degree in Accounting or Finance, preferred
  • 1-3 years of experience in billing or accounting
  • Proficient in Microsoft Excel, with experience using NetSuite and Salesforce
  • Excellent attention to detail, with great organization skills and the ability to meet deadlines
  • Great communication skills that you will use when connecting directly with our vendors

About TS Imagine:

TS Imagine delivers integrated trading, portfolio and real-time risk solutions for capital markets. The platform is uniquely positioned to streamline complex and time-consuming workflows across front, middle, and back office functions. TS Imagine has close to 400 employees in 10 offices worldwide, serving approximately 500 global buy-side and sell-side institutions across North and South America, EMEA, and Asia Pacific including hedge funds, traditional asset managers, pension funds, mutual funds, and financial institutions.

We challenge our employees every day to think creatively and innovate across silos and across platforms.

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