Demo

Billing Analyst

Kelly
Farmington, CT Full Time
POSTED ON 8/31/2024 CLOSED ON 9/5/2024

What are the responsibilities and job description for the Billing Analyst position at Kelly?

Job Title: Billing Analyst

Location: Farmington CT

Hybrid Work Schedule 2 days’ work from home

Temporary with chance to go permanent

$30-$35 per hour

Job Summary: Seeking a detail-oriented and analytical Billing Analyst to join clients team on a temporary basis. The primary responsibility of this position is to assist with client billing operations, ensuring accuracy and efficiency in the billing process. The ideal candidate will have a strong background in accounting and financial analysis, with a focus on client billing. This role requires proficiency in Microsoft Office, particularly Excel, and excellent communication skills.

Responsibilities

Billing Operations:

  • Follow up with clients regarding contact changes.
  • Complete billing contact setups and changes in the billing system.
  • Upload monthly FX rates and add missing FX rates as needed.
  • Upload monthly and quarterly actual and accrual market values (MV) to the billing system.
  • Update the billing MV master spreadsheet monthly.
  • Verify revenue accruals and ensure bills reflect correct market values and fee calculations.
  • Process and send bills to clients on a monthly and quarterly basis.
  • Upload output from the billing system to the Data Warehouse via Excel.
  • Collaborate closely with other team members and the Office Manager.
  • Track the receipt of client amendments.
  • Complete new account/portfolio setups and changes in the billing system.
  • Update client manual calculation spreadsheets, as necessary.
  • Perform zero MV uploads.
  • Populate billing worksheets with client fees on a monthly and quarterly basis.
  • Assist with audit requests from Compliance.
  • Follow up with clients on any past due invoices.

Qualifications

  • Bachelor’s degree in accounting or finance required.
  • Experience in accounting and financial analysis with a focus on client billing.
  • Fluency in Microsoft Office, with advanced skills in Excel.
  • Proficiency with Envestnet/Redi2 billing software is a plus.
  • Experience in billing or accounts receivable (A/R) is a plus.

How to Apply: Interviews are happening NOW, interested candidates should submit their resume to chrc511@kellyservices.com

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Salary : $30 - $35

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