Arc Pre-Billing Specialist - Remote

Donnelley Financial Solutions; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Join Donnelley Financial Solutions as a Financial Analyst, where you will analyze SaaS Product usage and prepare revenue calculations for client billing. This role involves coordination with various teams to ensure accurate invoicing, leveraging your expertise in financial tools and Excel. Experience the supportive and dynamic workplace at DFIN, recognized as one of America's most loved workplaces.

Benefits

Comprehensive benefits

Flexible workplace

Opportunities for professional growth

Qualifications

• Bachelor degree or 1+ years of relevant experience.
• Minimum 1 years of experience in Microsoft Excel with complex formulas.
• Excellent verbal and written communication skills.

Responsibilities

• Prepare timely, accurate charge calculations for SaaS Product Services.
• Assemble itemized calculations for billing and bookkeeping.
• Coordinate data distribution for validation by Sales and Customer Success.

Skills

Microsoft Excel

Problem-solving

Communication

Organizational skills

Education

Bachelor degree in related discipline

Tools

Microsoft Office - Advanced

Adobe

Job description

Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction.

Recognized by Newsweek as one of AMERICA'S MOST LOVED WORKPLACES for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees’ total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN – because being YOU thrives here.

Summary:

Analyze SaaS Product usage and related services across DFIN clients and prepare revenue calculations for client billing. Apply knowledge of DFIN Content Management applications and Microsoft Office applications and use internal DFIN tools to produce data for accurate invoices, back-up reports, and revenue reporting.

Will coordinate with Revenue Analysis and Management team members and multiple DFIN departments to compile records of SaaS Product usage and Professional Services. Accurately define, record, and calculate amount(s) of each service and/or goods, and prepare supporting documentation of activity to be sent to Billing.

Responsibilities:

• Prepare timely, accurate, and detailed charge calculations for SaaS Product Services and other related Professional services
• Assemble itemized calculations and supporting documentation used for billing and bookkeeping purposes
• Coordinate the distribution of supporting data to Professional Services, Sales and/or Key Account Managers and Customer Success Managers for validation
• Use established standards for the creation of deals, and look for improvements to ensure billing details are uniform, itemized and easily interpreted by Billing staff
• Evaluate, adjust, or confirm instances where charges are questioned by customer and coordinate appropriate remedy with internal DFIN staff
• Track implementation progress and submit deals in accordance with contract milestones
• Record client SaaS application usage for management reporting to identify trends
• Be able to identify billing and pricing inconsistencies and bring them to the attention of Management
• Coordinate with Product Implementation and Support Teams to obtain information related to customer accounts and activities
• Participate in regular development and training opportunities
• Perform other related duties, and participates in special projects, as assigned

Qualifications:

• Bachelor degree in discipline related to functional work or role or demonstrated ability to meet the job requirements through 1 or more years of applicable work experience
• Must work well within a team environment from remote location
• Flexibility in schedule when overtime, including weekends and holidays, may be required for peak billing cycles i.e. end of calendar quarters
• Minimum 1 years of experience in Microsoft Excel with preference to knowledge and application of complex Excel formulas, and macros
• High-level functional computer knowledge in utilizing Microsoft Windows Office applications, and Adobe
• Excellent verbal and written communication skills, and ability to communicate effectively with diverse groups of internal contacts
• Demonstrated excellent problem-solving skills
• Demonstrated strong organizational skills to manage multiple requirements, prioritize workload, and make adjustments to meet business needs
• Ability to apply existing processes and procedures to solve problems, and receive guidance for problems that are non-routine
• Ability to consistently deliver prescribed outcomes in a timely and accurate manner with appropriate guidance from management and peers
• Ability to quickly learn specialized DFIN software related to the position

Preferred Qualifications:

• Minimum 1 years of experience in the Financial or Investment Management Industry with preference for experience in the regulatory environment across the US, Canada and Europe

It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [e-mail] .

At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [e-mail] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [e-mail] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote