Billing & Expense Operations Leader

Fidelity Investments; Merrimack (NH); On-site; USD 110,000 - 165,000; Full time

Job summary

Fidelity Investments in Merrimack, NH is seeking an experienced Manager for Billing & Expense to oversee client invoicing, fund-level fee calculations, and related operational workflows. You will drive process improvements, ensure strong controls, and collaborate with Fund Accounting, Institutional Client Services, and Corporate Accounting.

The role is an individual-contributor manager position requiring hands-on execution of complex billing activities and a focus on enhancing efficiency and

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Advanced Excel skills are required.
• Strong analytical and problem-solving abilities; excellent communication skills.

Responsibilities

• Provide guidance and expertise in billing processes, including client invoicing and fund-level management and performance fee calculations.
• Perform detailed review of fee calculations, allocations, and supporting financial data.
• Support implementation and enhancement of operational processes and procedures.
• Coordinate and manage workflows associated with monthly and quarterly deliverables.
• Evaluate systems, processes, and reporting for efficiency and effectiveness; coordinate testing of system or process enhancements and communicate results.
• Provide functional expertise, problem resolution, analysis, and reporting across billing and expense activities.
• Ensure deliverables are completed within established timelines and in accordance with policies and controls.
• Identify risks and ensure appropriate controls are in place and operating effectively.
• Collaborate with stakeholders to improve processes and drive operational efficiency.

Skills

Billing operations

Excel advanced

Analytical skills

Communication skills

Independent contributor

Stakeholder management

Financial data review

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Geneva

Job description

Fidelity Investments in Merrimack, NH is seeking an experienced Manager for Billing & Expense to oversee client invoicing, fund-level fee calculations, and related operational workflows. You will drive process improvements, ensure strong controls, and collaborate with Fund Accounting, Institutional Client Services, and Corporate Accounting.

The role is an individual-contributor manager position requiring hands-on execution of complex billing activities and a focus on enhancing efficiency and