Financial Analyst

3 weeks ago


Newport Beach, United States Virtual Full time
Billing Analyst Job Description

Vaco's client in Newport Beach is seeking a detail-oriented Billing Analyst for a 6-month contract role. The Client Billing department focuses on calculating, invoicing, and collecting separate account revenue across various entities.

This is an excellent opportunity to contribute to a dynamic team and drive business results through process improvements and technology projects.

Key Responsibilities:
  • Accurately calculate and produce fixed and incentive investment management fee invoices (approx. 350 per quarter).
  • Provide precise monthly revenue calculations for the general ledger under tight deadlines.
  • Support clients by promptly resolving inquiries.
  • Collect, analyze, and verify internal management reports.
  • Collaborate with global colleagues in Legal, Account Management, and Finance to resolve billing issues.
  • Navigate seamlessly between different applications and systems.
Position Requirements:
  • Bachelor's Degree in Finance, Accounting, Economics, or Mathematics.
  • 1-2 years of related experience.
  • Strong accounting fundamentals and analytical skills.
  • Ability to work under pressure and meet tight deadlines.
  • Strong written and verbal communication skills.
  • Intermediate proficiency in Microsoft Office Suite, including Excel and Outlook.
Professional Skills:
  • Strong organizational skills with the ability to multi-task.
  • High attention to detail and excellent interpersonal skills.
  • Flexibility to adapt to shifting priorities in a fast-paced environment.
  • Quick learner with an inquisitive and proactive approach to new tasks and challenges.


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