Spec Fees & Billing

Empower; Taguig; On-site; PHP 480,000 - 720,000; Full time

Job summary

Empower is seeking a Fees & Billing Specialist who will perform complex manual fee calculations and reconciliations for client accounts with specialized billing requirements. You will help ensure billing accuracy, audit readiness, and strengthen internal controls while supporting training and system enhancements.

The role requires 5+ years of experience in financial services, strong Excel skills, and attention to detail.

Qualifications

• 5+ years of related work experience in financial services.
• Strong Excel skills and proficiency with Microsoft Office.
• Experience with manual fee calculations and billing reconciliations.
• Ability to maintain accurate financial records and meet deadlines.
• 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... as appropriate.
• 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

5+ years experience

Excel proficiency

Attention to detail

Time management

Effective communication

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Excel

Microsoft Office

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Fees & Billing Specialist performs complex manual fee calculations, billing reconciliations, and quality control activities for client accounts with specialized billing requirements. This role supports billing accuracy, financial controls, audit readiness, operational reporting, employee training, and recordkeeping system enhancements.

What You Will Do

• 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 Sarbanes-Oxley (SOX) compliance.
• Provide backup support for Operations Analysts and Coordinators based on business needs.
• Investigate billing discrepancies, resolve operational issues within established procedures, and escal... as appropriate.
• Complete assigned projects and operational activities within established deadlines.
• Document billing reconciliations, investigate variances, and maintain supporting records for audit and financial control purposes.

What You Will Bring

• Five years of related work experience, including two years of financial services industry experience.
• 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 escal... appropriately.
• Ability to follow documented operating procedures and established financial controls.
• FINRA Fingerprinting required.

What Will Set You Apart

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Experience using financial services recordkeeping or billing platforms, including Great-West Connect.
• Experience supporting SOX internal controls, audit documentation, or financial reporting.
• Advanced Microsoft Excel skills, including PivotTables, lookup functions, and data reconciliation techniques.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.