Billing Analyst

Posted 13 Hours Ago
Be an Early Applicant
17 Locations
Remote
Entry level
Fintech • Payments • Financial Services
The Role
The Billing Analyst is responsible for preparing invoices, coordinating fee information, and managing billing processes to ensure accurate invoicing for clients based on agreements. This role involves data extraction, report generation, and maintaining client billing profiles, while also addressing inquiries related to invoicing.
Summary Generated by Built In

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Billing Analyst will be responsible for the preparation of regular monthly, quarterly and annual invoices issued to our clients in the Fees and Billing Team. This includes coordinating and managing fee information requests from various internal teams; prepare calculation files to determine the fees that have be invoiced: and input data in the billing system to generate an accurate invoice to our clients. The fees billed are based on the signed agreement between us and the client.

Preferred skills

  • Experience in invoicing, billing and use of systems (e.g. Salesforce).
  • Critical thinking, accuracy and attention to detail. 
  • Good organizational skills (planning, time management and priority management); able to timely meet internal and/or external deadlines.
  • Good verbal and written communications skills plus good listening skills.
  • Advanced analytical, comprehension and presentation skills.
  • Proficiency in use of Microsoft Excel and Word.

Qualifications

  • Bachelor’s degree in business administration, accountancy or finance.
  • Understanding of the invoicing and billing process.

Responsibilities

  • Prepare monthly, quarterly and annual fee invoices to clients based on existing billing details and schedules.
  • Manage and coordinate fee information from internal teams.
  • Extract data and run reports from administration system to gather invoicing information.
  • Prepare calculation files to determine the amount of fees that have be invoiced.
  • Ensure fees invoiced to client agrees to the signed agreement and amendments.
  • Monitor fee changes to ensure billing details and schedules are updated accurately.
  • Maintain the client billing profile to ensure any changes are updated accurately.
  • Manage invoice and billing related inquiries and correspondence to resolve questions.
  • Analyze fees billed to client by comparing the amount to the previous bill to explain any significant changes.
  • Discuss and share any unusual results and findings with team.

Support Company’s Initiatives

  • Participate in Fees and Billing team priorities/initiatives.

Administrative Functions

  • Organize and maintain supporting documents.
  • Manages inquiries from the internal stakeholders related to invoicing and assigned tasks.
  • Perform any other relevant administrative tasks of the Fees and Billing team.

Interested candidates must be amenable to the following:

  • Shift schedule - night shift
  • Hybrid work set up (office location = Bonifacio Global City, Taguig)

Job Category:

Finance

Posting End Date:

08/05/2025

Top Skills

Excel
Microsoft Word
Salesforce
The Company
Toronto, Ontario
499 Employees
On-site Workplace

What We Do

A UK company, Sun Life Financial of Canada is focused on building excellent customer service by offering the highest levels of customer care. We have been serving customers in the UK for over 100 years

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