Financial Data Specialist

12 hours ago


Hartford, Connecticut, United States Creative Financial Staffing Full time
Part-time Billing Analyst Opportunity

Creative Financial Staffing is working with a local financial institution to find a detail-oriented Billing Analyst to support their team. This part-time position will report directly to the Senior Financial Analyst/Billing Manager and offers a flexible schedule based in Farmington, CT.

Key Responsibilities:
  • Manage client billing processes, including setup, updates, and changes
  • Process monthly/quarterly billing, fee calculations, and market value checks
  • Upload FX rates and billing data to systems
  • Assist with audit requests and regression testing
  • Follow up on past-due invoices and client amendments
Requirements:
  • Bachelor's degree in Accounting or Finance ideal
  • Strong Excel skills; familiarity with billing systems like Envestnet/Redi2 is a plus
  • Detail-oriented, team player with strong communication skills
  • Previous billing or A/R experience preferred


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