State Street

Global Billing Operation - Team Lead

State Street
Bangalore, India
Not disclosed
28 Nov 2023
18 Dec 2023
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant

  • Bachelor’s/Master’s Degree in Finance, Chartered Accountant (CA) or preferred Certified Public Accountant (CPA)/MBA Finance) 7-9 years of progressive experience in Accounts receivable, banking areas with major financial institutions Financial Planning & Analysis in a global setting
  • Complex operational setting involving analysis of financial data
  • Direct support to business or product line management/executives
  • Financial services setting
  • Well Versed with ERP ORMB - good knowledge, experience
  • Well-versed with O2C process, system automation, etc
  • Project experience
  • Variance analysis and reporting of insights
  • Financial modelling
  • Billing operations
  • Revenue accrual


  • Excellent interpersonal, written, and verbal communication skills, with the ability to interface effectively with individuals at various levels, both internal and external
  • Analytical, with strong problem-solving abilities and creative resolution skills
  • Self-motivated, with the ability to work on multiple projects in a fast-paced environment
  • Comfortable presenting and pitching new ideas to senior management teams in large settings
  • Ability to remain organized, pay strict attention to detail, and meet critical deadlines within a high-volume, fast-paced environment
  • Must be able to work in a fast-paced environment
  • Detailed orientated with the ability to consistently and accurately execute against operational controls
  • Ability to adapt to a changing environment and demands of transition of new clients
  • Must possess strong communication skills with ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniority
  • Pride of ownership with the ability to drive results within the Business
  • Solid business knowledge as it relates to the financial services industry
  • Strong Analytical skill set
  • Financial product and institution knowledge
  • Self-motivated, self-assured, and self-managed
  • Results-oriented ownership mindset
  • Ability to multi-task and work under high-pressure deadlines


  • Responsible for Reviewing and classification Fee schedules based on the standard guidance from the BU
  • Onboarding client into the database after converting all the relevant data from different sources
  • Responsible for the day-to-day production of accurate, consistent, and timely deliverables.
  • Supporting various process transitions end to end at a global level – and act a single point of contact
  • Very good knowledge of contract to invoice process
  • Experience of building and maintaining a strong control environment (risk excellence, experience with SOX, RCSA controls, etc.), establishing policies, procedures, and strong internal controls
  • Prepare and update process narratives/procedures and flow charts
  • Response to internal and external requests including variance analysis and inquiries
  • Participate in Ad Hoc projects and new transactions
  • Perform user access reviews & certifications
  • Adopt “owner’s mindset”, work independently, and effectively manage timelines
  • Measure, review, and assess performance and progress toward goals
  • Responsible for ongoing process improvements


  • Knowledge of various services and industry trends of billing methods for those services like Custody services, Sub custodian, trust services out-of-pocket expense billing, asset management, etc.
  • Should have knowledge of setting up clients in the banking sector
  • Demonstrated knowledge in improving the billing function for multiple geographies and business areas.

Other Skills Required:

  • Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), advance levels of Excel (pivot tables, formulas, excel workbook maintenance best practices)
  • Knowledge of billing systems
  • Conceptual understanding of company-wide financial architecture (GL, sub-GL technology, specialized tools) applicable to the above process groups of processes
  • Independent decision-making capabilities demonstrated thought leadership
  • Pride of ownership with the ability to deliver high-quality results timely
  • Self-motivated, self-assured, and self-managed
  • Strong analytical and ability to analyze and summarize complex financial transactions
  • Strong attention to details
  • Problem-solving skill
  • Highly organized with an ability to multi-task and work under high-pressure deadlines
  • Must be able to work in a fast-paced environment

For further information, and to apply, please visit our website via the “Apply” button below.

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