Company:

Marsh

Description:

We are seeking a talented individual to join our Investment Billing team, part of our People & Investments business at Marsh. This role will be based in Boston and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

 

As a Billing Analyst, you will manage client billing and revenue processes by setting up accounts, generating invoices, reconciling revenue, and ensuring compliance with contract terms. You will collaborate with internal stakeholders to resolve billing issues, support accounts receivable activities, and identify opportunities to improve processes through technology and AI-enabled tools.

We will count on you to:

• Set up new client accounts and project codes in the Broadridge Revport billing system
• Ensure invoices are calculated accurately and delivered to internal stakeholders within deadlines
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools
• Interpret complex contracts and legal documents to apply appropriate pricing methodologies to new client invoices
• Maintain invoicing control files and billing records
• Coordinate with cash processing teams to ensure payments are applied correctly
• Follow up on invoices not approved with consultants and client portfolio directors as needed
• Ensure adherence to policies and procedures while identifying process improvement opportunities
• Work with offshore billing team to coordinate responsibilities, share knowledge and ensure accurate delivery of invoices.
• Record quarterly revenue and maintain accurate financial data
• Participate in ad hoc projects for investment operations team
• Reconcile actual management revenue against financial forecasts

 

What you need to have: 

• Bachelor’s degree
• 2+ years of operations, accounting, or finance experience
• Experience with accounting/billing systems and revenue recognition concepts
• Ability to work independently and manage multiple priorities
• Strong organizational, prioritization, and stakeholder management skills
• Experience reviewing contracts and client work orders
• Advanced Excel skills and proficiency with Microsoft Office

 

What makes you stand out?

• Coursework or concentration in Accounting or Finance
• Broadridge Revport experience strongly preferred

 

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

 

 

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $54,000 to $108,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.