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Billing and Data Associate – Hybrid / Waltham, MA
Our client, a financial services organization, is seeking a Billing and Data Associate to support reconciliation and billing-related initiatives during a period of operational transition. This role focuses on reviewing financial data, resolving outstanding balances, and preparing reports to ensure accuracy and consistency across internal systems.
Responsibilities
- Reconcile financial records and identify discrepancies across billing and receivable data
- Track and follow up on outstanding balances through documented outreach and correspondence
- Support billing activities in coordination with multiple internal teams
- Prepare and maintain reports related to revenue, billing activity, and collections
- Review data for accuracy and completeness prior to system or process transitions
- Maintain organized documentation and adhere to established procedures
- Communicate effectively with internal stakeholders to resolve open items
Qualifications
- 1+ year of relevant professional experience
- Bachelor’s degree preferred
- Power BI experience a plus
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