As a Client Invoicing / Set-up SME at State Street, your role involves providing subject matter knowledge and escalation management in client billing and invoice creation. You will develop a thorough understanding of State Street's business practices to independently configure platforms, analyze data, and ensure accuracy in client/fee schedule, a crucial function impacting downstream processes. Reporting to the Finance CoE Manager, you will work remotely with the Billing COE team to handle various activities related to client invoice generation and business unit analytics. **Work Experiences:**
Bachelor's/Master's Degree in Finance, Chartered Accountant (CA), or preferred Certified Public Accountant (CPA)/MBA Finance
10 to 14 years of progressive experience in Accounts Receivable, banking, Financial Planning & Analysis in a global setting
Proficiency in ERP ORMB, O2C process, system automation, variance analysis, financial modeling, and billing operations
**Skills:**
Excellent interpersonal, written, and verbal communication skills
Strong problem-solving abilities and creative resolution skills
Ability to work on multiple projects in a fast-paced environment
Comfortable presenting ideas to senior management
Detail-oriented with the ability to meet critical deadlines
Strong analytical and financial modeling skills
Self-motivated with pride of ownership in delivering results
Ability to adapt to changing environments and demands
Proficiency in Microsoft Office suite, advanced Excel skills
Strong decision-making and thought leadership capabilities
**Responsibilities:**
Review and classify fee schedules based on standard guidance
Onboard clients into the database from various sources
Produce accurate and timely deliverables
Support global process transitions and act as a single point of contact
Establish strong control environment and internal controls
Prepare process narratives, respond to requests, and participate in projects
Measure progress towards goals and drive ongoing process improvements
**Expectations:**
Knowledge of billing methods for services like Custody services, asset management, etc. - Experience in improving billing functions for multiple geographies
Proficiency in setting up clients in the banking sector
With your expertise and skills, you will play a pivotal role in ensuring accurate client invoicing and contribute to the success of the Billing COE team at State Street. As a Client Invoicing / Set-up SME at State Street, your role involves providing subject matter knowledge and escalation management in client billing and invoice creation. You will develop a thorough understanding of State Street's business practices to independently configure platforms, analyze data, and ensure accuracy in client/fee schedule, a crucial function impacting downstream processes. Reporting to the Finance CoE Manager, you will work remotely with the Billing COE team to handle various activities related to client invoice generation and business unit analytics. **Work Experiences:**
Bachelor's/Master's Degree in Finance, Chartered Accountant (CA), or preferred Certified Public Accountant (CPA)/MBA Finance
10 to 14 years of progressive experience in Accounts Receivable, banking, Financial Planning & Analysis in a global setting
Proficiency in ERP ORMB, O2C process, system automation, variance analysis, financial modeling, and billing operations
**Skills:**
Excellent interpersonal, written, and verbal communication skills
Strong problem-solving abilities and creative resolution skills
Ability to work on multiple projects in a fast-paced environment
Comfortable presenting ideas to senior management
Detail-oriented with the ability to meet critical deadlines
Strong analytical and financial modeling skills
Self-motivated with pride of ownership in delivering results
Ability to adapt to changing environments and demands
Proficiency in Microsoft Office suite, advanced Excel skills
Strong decision-making and thought leadership capabilities
**Responsibilities:**
Review and classify fee schedules based on standard guidance
Onboard clients into the database from various sources
Produce accurate and timely deliverables
Support global process transitions and act as a single point of contact
Establish strong control environment and internal controls
Prepare process narratives, respond to requests, and participate in projects
Measure progress towards goals and drive ongoing process improvements
**Expectations:**
Knowledge of billing methods for services like Custody services, asset management, etc. - Experience in improving billing functions for multiple geographies
Proficiency in setting up clients in the banking sector
With your expertise and skills, you will play a pivotal role in ensuring accurate client invoicing and contribute to the success of the Billing COE team at State Street.
