Client Invoicing Analyst

Day to Day / Responsibilities:
• Execute end-to-end invoicing activities (fees, accruals, payments, invoice distribution).
• Ensure accuracy and completeness of invoicing data aligned to client agreements.
• Maintain and update billing data within the fee system.
• Manage invoicing workflow to ensure timely and accurate delivery.
• Investigate and resolve billing discrepancies, exceptions, and inquiries.
• Partner with internal teams and external stakeholders to address issues and drive resolution.
• Perform reconciliations and support month-end invoicing activities.
• Maintain documentation to support audit and control requirements.
• Identify and implement process improvements to enhance efficiency and accuracy
• Participate in projects, system updates, and process initiatives.
• Deliver a high-quality, responsive client experience.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Required Skills & Experience:
• 1 year of relevant experience in client invoicing, billing, accounts receivable/payable, customer service, or financial operations.
• Demonstrated ability to analyze data, identify discrepancies, and resolve billing issues effectively.
• Excellent verbal, written, and interpersonal communication skills.
• Strong Microsoft Excel skills (formulas, pivot tables, linking).
• Ability to manage high-volume workflows with accuracy and attention to detail.
• Ability to work both independently and collaboratively within a team setting.
• Strong technical aptitude, with the ability to quickly learn, utilize, and enhance financial systems and billing tools to support and improve invoicing processes

Nice-to-Have / Preferred Skills
• ¬¬¬¬ Experience working in financial services, asset management, or a similar industry.
• Proficiency in Microsoft Office tools to support reporting, analysis, and workflow management.
• Demonstrated ability to efficiently navigate and leverage multiple systems to support operational workflows.
• Experience identifying process improvements and supporting automation or efficiency initiatives.
• Experience managing high-volume workflows with a strong focus on accuracy and timeliness.
• Experience collaborating across finance, operations, and client-facing teams.
• Exposure to internal controls and audit processes.
• Experience using Revenue Manager application is a plus.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.