Senior Billing Analyst

Job Description:

Senior Billing Analyst

The Billing Control Senior Analyst position acts as an overseer, a consultant and key business partner to our FundsNetwork, FIAM, Clearing and Custody Business partners and Billing team and liaisons with the Risk and Compliance professionals with the overall goal of ensuring a high level of accuracy in billing and compliance with key controls.

The billing unit within Fidelity Institutional business group supports relationship management teams, client service teams, pricing and sales teams, and various product teams. Candidates are responsible for timely review of key control steps within the process, validation of accuracy in billing set up and working with product teams on upstream data validation.

The Expertise You Have

• Bachelor's Degree Required (Finance/Accounting Preferred)
• 3-5 Years of financial services and/or operations experience

The Skills You Bring

• A self-starter and team player who works collaboratively to achieve the team’s overall goals and objectives.
• Your excellent communication and interpersonal skills along with your ability to influence others across the company and build relationships.
• Strong analytical skills with your ability to quickly understand complex issues
• Ability to innovate and understand the importance of process improvement and time management
• Your proven ability and flexibility to manage multiple priorities, and deliverables while maintaining deadlines
• Your solid knowledge of financial tools (Excel, Access, Business Objects).
• Excellent written and oral communication, particularly when discussing complex issues

The Value You Deliver

• Perform audit and oversight work on key billing activities.
• Lead or support resolution of identified items including enhancing processes or controls.
• Identify and deliver process enhancements for the efficient, accurate and timely completion of all activities
• Provide root cause analysis and insights into issue resolutions
• Work with business and technology partners to resolve issues
• Proactive participation & management on various projects/initiatives
• Provide support for internal and external audit
• Maintain and update procedure documentation

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.