Bruin
Billings Specialist
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Billings Operations Specialist
Location: Manchester City Centre
Salary: Up to £40,000
Working Pattern: Hybrid
Right to Work: Full right to work in the UK required - no sponsorship available
An established global financial services organisation is looking for a Billings Operations Specialist professional to join its team in Manchester City Centre.
This is not a traditional billing role. You'll be working closely with the commission side of the business, managing the calculation and payment of commissions to Wealth Managers, handling queries and working with large volumes of data to ensure payments are accurate and delivered on time.
This role would suit someone who is highly analytical, exceptionally strong in Excel and confident communicating with senior stakeholders.
The Role
You'll be responsible for supporting the end-to-end commission and billing process, using data and financial information to calculate payments accurately and resolve queries from Wealth Managers and other stakeholders.
You'll work with large datasets, manipulate and analyse information, identify discrepancies and ensure commission payments are processed correctly and within tight deadlines.
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Key Responsibilities
- Calculate and process commission payments to Wealth Managers, ensuring accuracy and adherence to agreed deadlines.
- Work with large volumes of data to calculate, manipulate and validate commission information.
- Use advanced Excel, including Pivot Tables, VLOOKUPs/XLOOKUPs and data analysis techniques, to review and reconcile information.
- Investigate discrepancies and resolve complex payment and commission queries.
- Act as a key point of contact for Wealth Managers, confidently discussing payments, calculations and queries.
- Work closely with internal stakeholders to investigate and resolve issues.
- Produce and manipulate reports to ensure accurate information is provided to the business and relevant stakeholders.
- Maintain accurate process documentation and ensure procedures remain up to date.
- Work with bespoke systems to input, extract and validate data.
- Identify opportunities to improve processes and make better use of data and digital tools.
- Work to tight deadlines while maintaining a high level of accuracy and quality.
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About You
We're looking for someone who has:
- Strong experience working with data, calculations and financial information.
- Advanced Excel skills, particularly Pivot Tables, VLOOKUPs/XLOOKUPs and data manipulation.
- Excellent attention to detail and a strong focus on accuracy.
- Strong analytical and problem-solving skills.
- Excellent communication skills and confidence speaking with Wealth Managers and other stakeholders about payments and queries.
- The ability to explain calculations and resolve issues clearly and professionally.
- Strong organisational skills and the ability to manage multiple deadlines.
- Experience working with large datasets and identifying discrepancies or trends.
- The ability to learn bespoke systems quickly and confidently use new digital tools.
- Experience within financial services, wealth management, investments, commissions, payments or a similar data-focused environment would be advantageous.
Important Information
Candidates must have full and unrestricted right to work in the UK. Unfortunately, sponsorship is not available for this position.
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