Senior Billing Transformation Specialist

22 hours ago


Bengaluru, Karnataka, India State Street Full time

Company Overview

State Street is a leading financial services provider that offers a range of products and services to institutional investors, financial institutions, corporate entities, and individual investors. As a Global Billing Conversion Team Lead, you will be part of our organization's efforts to establish a centralized billing function, which will enable us to provide efficient and accurate billing solutions to our clients.

Estimated Salary: $120,000 - $180,000 per year

Job Description

As a Senior Billing Transformation Specialist, you will be responsible for providing subject matter expertise in the area of end-to-end client billing setup and invoice creation. You will work closely with our business units to understand their needs and requirements, and collaborate with cross-functional teams to ensure seamless execution of complex platform configurations, data collection, and analysis.

Key Responsibilities:

  • Interpret complex fee schedules for different businesses and interact regularly with Business Units (BUs) to understand their needs and requirements;
  • Complete high-quality deliverables within committed timeframes, including analysis of new client revenue arrangements, configuration of client fee schedules, and collection of raw data used in the billing process;
  • Engage with Billing Transformation PMO to convert new clients and evolve processes and controls based on learnings from converted clients;
  • Serve as a subject matter expert on particular financial management matters and participate in or manage function-specific projects as needed;
  • Develop and/or update various financial models to generate analyses and prepare reports and presentations packages.

Required Skills and Qualifications

To succeed in this role, you will need to possess the following skills and qualifications:

  • A Master's Degree in Finance, Chartered Accountant (CA), or Certified Public Accountant (CPA)/MBA-Finance with 5-7 years of progressive experience in Billing areas with major financial institutions;
  • Strong analytical and problem-solving skills, with the ability to adapt to a fast-paced environment and prioritize multiple tasks effectively;
  • Excellent communication and presentation skills, with the ability to present complex financial matters to management;
  • Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), advanced levels of Excel (pivot tables, formulas, Excel workbook maintenance best practices), and strong knowledge of financial services and institutions.

Benefits

We offer a comprehensive benefits package that includes medical, dental, and vision insurance, 401(k) matching, and paid time off. We also provide opportunities for professional growth and development through training programs and mentorship initiatives.



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