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Sun Life Financial, Inc.

Senior Billing Analyst

Posted 9 Days Ago
Be an Early Applicant
Remote
17 Locations
Mid level
Remote
17 Locations
Mid level
The Senior Billing Analyst will manage the production of invoices for clients while overseeing the workflow and ensuring invoices are accurate and prepared on time. Responsibilities include reviewing fee information, managing team assignments, providing customer service on billing inquiries, and maintaining documentation for complex billing processes.
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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 Senior Billing Analyst will be responsible for managing the overall project to ensure monthly, quarterly and annual invoices are issued to our clients within the Fees and Billing Team. This includes managing and reviewing all fee information requests from various internal teams; detailed review of calculation files to valid the fees that should be invoiced: and workflow management to ensure all invoices are accurately prepared on a timely basis.

Preferred skills

  • Experience in invoicing, billing and use of systems (e.g. Salesforce).
  • Strong team player who is willing to be accountable and responsible for billing.
  • Advanced analytical, critical thinking, accuracy and attention to detail skills. 
  • 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.
  • 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

  • Project manage the production of monthly, quarterly and annual invoices by assigning invoices to team members to prepare and approve.
  • Conduct detailed review of all completed invoices, supporting calculation and client files to ensure amounts reconcile to amounts invoiced.
  • Ensure any new clients are set up in the system and supporting calculation files are prepared and agree to signed agreement.
  • Ensure any fee changes or billing details are accurately reflected in the billing system according to the amended signed agreement.
  • Monitor the overall workflow production of completing invoices to meet internal and/or external deadlines.
  • Manage and monitor the team inbox to ensure any invoice and billing related inquiries and correspondence are addressed and resolved timely.
  • Provide superior customer service to internal business partners on billing related enquiries and resolve issues.
  • Support any fee and billing related errors through investigation, recalculate fees under or over charged and manage resolution.
  • Manages inquiries from the internal stakeholders related to invoicing and assigned tasks.
  • Maintain process documentation for any complex billing process and complex calculation files for any changes and updates.
  • Perform any other relevant administrative tasks of the Fees and Billing team.

Support Company’s Initiatives

  • Participate in Fees and Billing Team priorities/initiatives.

Interested candidates must be amenable to:

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

Job Category:

Finance

Posting End Date:

29/04/2025

Top Skills

Salesforce

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