Global Billing Operations - Associate 2

State Street.
Bangalore, India
Not disclosed
29 Jan 2021
28 Feb 2021
Contract type
Full time
Experience level
Qualified accountant


This is a newly formed unit within AIS Operations in India and will be responsible for all aspects of business-as-usual activities within the client billing group of processes, as well as process re-engineering and automation activities – this includes leading process assessments; driving process design and process re-engineering work; co-owning technology initiatives bringing automation to billing organization, working in close collaboration with stakeholders globally.

Basic Purpose of Job:

The Client Billing resource provides subject matter knowledge in the assigned area of client biling and invoice creation. The candidate develops a thorough understanding of State Street’s business practices to effectively perform independent, complex platform configuration, data collection and anlysis, and invoice calculations Reporting to the AIS Billling Manager, the resource will be assigned to the Billing Unit, working alongside Global AIS Business Units (BU) members to close a multitude of activities associated with client invoice generation and analytics of the assigned BUs.

Responsibilities & Tasks Include:

Completion of high quality deliverables within the committed timeframe. Deliverables vary by BU focus but typically relate to;

  • Confiugration of the billing platform
  • Collection of raw data used in the billing process including execution of data quality controls
  • Production of client bills
  • Engage with Billing Transformation efforts to convert new clients and evolve processes and controls based on learnings from converted clients
  • Being a quick learner and raise questions and concerns in the initial days of training.
  • Provide help and assistance to the management in putting the learning and procedure documents together.
  • Understand the requirements of the billing process and serves as a subject matter expert upon completion of the training.
  • To provide guidance to less seasoned analysts.
  • Employee will be responsible for duties of Associate1 if need arises.
  • Coordinates and supervises work efforts when multiple Associates are needed to complete work
  • Works in conjunction with individuals on the team to ensure seamless processing according to the departments requirements.
  • Participate in Team building activities and inculcate the culture of oneness, avoid conflicts and ensure being a team player by taking additional work related responsibilities. 
Job Requirements:
Education and Experience: 
  • Bachelor’s/Master’s Degree in Accounting / Chartered Accountant (CA), 2-4 years of progressive experience in billing or accounting areas with major financial institutions in a global setting
  • Complex operational setting involving anaylsis of financial data
  • Direct support to business or product line management / executives
  • Financial services setting
  • Project experience
  • Billing operations
Skills/ Knowledge: 
  • Must be able to work in a fast paced environment
  • Detailed orientated with 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
  • Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), advanced levels of excel (pivot tables, formulas, excel workbook maintenance best practices)
  • Strong Analytical skill set
  • Financial product and institution knowledge
  • This is a visible role. Excellent communication, organizational and presentation skills, and ability to present complex financial matters to management
  • Self-motivated, self-assured, and self-managed
  • Results oriented ownership mindset
  • Ability to multi-task and work under high pressure deadlines
For further information, and to apply, please visit our website via the “Apply” button below.

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