Remote Fees & Billing Specialist (SOX & Reconciliations)

Empower Enterprise Philippines, Inc.; Manila; Hybrid; PHP 480,000 - 720,000; Full time

Job summary

Empower Enterprise Philippines, Inc. provides a flexible work environment with fluid career paths and a focus on financial empowerment. The Fees & Billing Specialist role handles complex fee calculations, billing reconciliations, and quality control for client accounts with specialized requirements.

It supports billing accuracy, controls, and audit readiness. The position requires five years of related experience, strong Excel skills, and FINRA fingerprinting, plus the ability to train others

Qualifications

• Five years of related work experience, including two years in financial services.
• Intermediate proficiency with Microsoft Excel and working knowledge of Microsoft Office applications.
• Experience with manual fee calculations, billing reconciliations, or financial operations processes.
• Strong attention to detail and ability to maintain accurate financial records.
• Ability to prioritize multiple assignments and meet established deadlines.
• Effective verbal and written communication skills, including proactive communication with employees and management.
• Ability to identify discrepancies, investigate issues, and escalate exceptions appropriately.
• Ability to follow documented operating procedures and established financial controls.
• FINRA Fingerprinting required.

Responsibilities

• Perform complex manual fee and billing calculations and reconcile client accounts with specialized billing requirements.
• Review completed Great-West Connect Service Requests for accuracy, document and track errors, and update procedures to strengthen operational quality.
• Train new and existing employees on billing products, operational processes, systems, and procedures.
• Coordinate testing and implementation activities for new products, plans, and recordkeeping system enhancements.
• Review and maintain system-generated reports supporting internal controls, audit requirements, and SOX compliance.
• Provide backup support for Operations Analysts and Coordinators based on business needs.
• Investigate billing discrepancies, resolve operational issues within established procedures, and escalate exceptions.
• Complete assigned projects and operational activities within established deadlines.
• Document billing reconciliations, investigate variances, and maintain supporting records for audit and financial control purposes.

Skills

Billing experience

Excel proficiency

Communication skills

SOX/audit awareness

FINRA Fingerprinting

Great-West Connect familiarity

Microsoft Office

PivotTables (Excel)

Education

Bachelor's degree in Accounting/Finance

Tools

Great-West Connect

Microsoft Office

Job description

Empower Enterprise Philippines, Inc. provides a flexible work environment with fluid career paths and a focus on financial empowerment. The Fees & Billing Specialist role handles complex fee calculations, billing reconciliations, and quality control for client accounts with specialized requirements.

It supports billing accuracy, controls, and audit readiness. The position requires five years of related experience, strong Excel skills, and FINRA fingerprinting, plus the ability to train others