Senior Fee Analyst

Posted 18 Days Ago
Be an Early Applicant
Remote
5-7 Years Experience
Fintech • Payments • Financial Services
The Role
As a Senior Fee Analyst, you will support the GRS Fees & Billing Team Manager by ensuring proper billing of fees, managing invoice preparation, overseeing routine tasks, and collaborating with internal teams to resolve discrepancies. You'll also mentor billing staff and ensure compliance with regulatory and audit standards.
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:

Senior Contract Fee Analyst

Job description (heading) / Description du poste (titre)

  • As the Senior Fee Analyst, Fees & Billing, your primary role will be to provide support to the Manager of the GRS Fees & Billing Team. The team is responsible for the accurate and timely billing of fees for services provided by GRS, this includes ensuring fees are set up correctly in the system and agree to the client agreements. The role is key in supporting the overall internal control environment. You will work with various internal teams from Business Development, Pricing, Operations, Documentation and Accounting, to ensure fees charged for GRS products and services are accurate and complete. 

Preferred skills (heading) / Compétences particulières (titre)

  • Ability to organize, prioritize and delegate using proven time management skills.
  • Excellent communication skills, both verbally and in writing.
  • Strong interpersonal skills to be effective when collaborating with various internal teams.
  • Excellent computer skills, specifically with Excel (including VBA and Power Pivot functionality).

Qualifications (heading) / Compétences (titre)

  • BS Accounting Graduate, Preferable CPA, CMA, MBA

Responsibilities (heading) / Responsabilités (titre)

  • Responsible for supporting the Manager of the GRS Fees & Billing Team.
  • Accountable for ensuring fees are accurately set up.
  • Manage and oversee the preparation of invoices for clients to pay fees.
  • Responsible for ensuring routine manual tasks are prepared, reviewed, and processed accurately.
  • Review the work of billing staff to ensure accuracy and provide ongoing feedback through mentoring and coaching.
  • Provide support to internal teams to investigate disputes or inquiries concerning fees charged and invoiced.
  • Support regulatory, compliance, accounting, and audit requirements.

Job Category:

Finance

Posting End Date:

30/12/2024

Top Skills

Excel
VBA
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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