Billings Solutions Expert

1 week ago


Seattle, Washington, United States Parametricportfolio Full time

About Us

Parametric is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. Our employees serve clients worldwide, and we are committed to building a diverse and inclusive workforce.

Job Summary

The Operations Senior Analyst will be responsible for ensuring the timely and accurate completion of responsibilities set out below. This includes creating a Follow the Sun model between locations, requiring close collaboration and clear hand-offs to ensure service and operations excellence. The successful candidate will have excellent communication and problem-solving skills, as well as the ability to work independently and manage multiple priorities.

Responsibilities

  • Understand billing attributes and client relationships that drive revenue accrual and client invoicing.
  • Review new accounts, changed accounts, and terminated accounts to ensure accurate records and billing.
  • Audit changes to pricing agreements by clients when revenue accrual and invoicing is impacted.
  • Manage new billing groups, ensuring compliance with documentation.
  • Verify accuracy of information through checks and balances.
  • Maintain accurate records and files for clients.
  • Develop and track metrics and data to inform business decisions.
  • Collaborate with internal and external stakeholders to resolve issues and provide status updates.

Why Work with Us

Morgan Stanley is committed to building a diverse and inclusive workforce, and we offer a range of benefits and opportunities to support your career growth and development. Our employees are passionate about delivering exceptional client service and driving innovation in the financial services industry.



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