Client Invoicing Analyst

Insight Global; Charlotte (NC); Hybrid; USD 34,000 - 41,000; Full time

Job summary

Insight Global is seeking a Client Invoicing Analyst to support a top asset management and financial services client in Charlotte, NC. The role covers end-to-end billing lifecycle, including invoices, accruals, and payments, with a focus on accuracy and timely delivery.

The ideal candidate will have strong Excel skills, excellent communication, and the ability to work in a fast-paced, process-driven environment, balancing independent work with teamwork across finance and operations.

Qualifications

• Relevant experience in client invoicing, billing, Accounts Receivable/Accounts Payable, customer service, or financial operations.
• Experience analyzing data, identifying discrepancies, and resolving billing issues.
• Strong Microsoft Excel skills, including formulas, pivot tables, and linking.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to manage high-volume workflows while maintaining accuracy and attention to detail.
• Strong organizational, critical-thinking, and problem-solving skills.
• Ability to work independently as well as collaboratively with a team.
• Ability to meet deadlines in a process-driven environment.

Responsibilities

• Own end-to-end client invoicing activities, including fees, accruals, payments, and invoice distribution.
• Validate billing data against client agreements to ensure accuracy and completeness.
• Maintain and update billing information within the fee system.
• Manage invoicing workflows to ensure accurate and timely delivery.
• Investigate and resolve billing discrepancies, exceptions, and inquiries.
• Partner with internal teams and external stakeholders to resolve issues.
• Perform reconciliations and support month-end invoicing activities.
• Maintain documentation supporting controls and audit requirements.
• Identify opportunities to improve billing efficiency and accuracy.
• Support projects, system updates, and process initiatives.
• Provide responsive, high-quality service to internal and external clients.

Skills

Invoicing / Billing experience

Data analysis & discrepancy resolution

Excel proficiency

Communication skills

High-volume workflow management

Attention to detail

Independent & team collaboration

Deadline-driven in process environment

Tools

Microsoft Excel

Revenue Manager application

Job description

***this position must sit in Charlotte, NC!***

Position:

Client Invoicing Analyst

Duration:

6-month contract-to-FTE

Location:

Charlotte, NC - 4 days onsite, Remote Fridays

Pay:

25-30/hour

Must-Haves:

• Relevant experience in client invoicing, billing, Accounts Receivable/Accounts Payable, customer service, or financial operations
• Experience analyzing data, identifying discrepancies, and resolving billing issues
• Strong Microsoft Excel skills, including formulas, pivot tables, and linking
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage high-volume workflows while maintaining accuracy and attention to detail
• Strong organizational, critical-thinking, and problem-solving skills
• Ability to work independently as well as collaboratively with a team
• Ability to meet deadlines in a process-driven environment

Plusses:

• Financial services or asset management industry experience
• Advanced proficiency across Microsoft Office
• Experience navigating multiple systems within operational workflows
• Process improvement, automation, or efficiency initiative experience
• Experience collaborating across finance, operations, and client-facing teams
• Exposure to internal controls and audit processes
• Experience with Revenue Manager application

Job Description:

Insight Global is seeking a Client Invoicing Analyst for a top asset management and financial services client. This individual will support the end-to-end client billing lifecycle, ensuring invoices, fees, accruals, and payments are processed accurately and on time. They will investigate billing discrepancies, perform reconciliations, maintain billing-system data, and work cross-functionally to resolve client and operational issues. The ideal candidate is highly detail-oriented, comfortable managing high-volume financial workflows, and strong in Excel. This is a great opportunity for someone who enjoys combining financial operations, problem-solving, client service, and continuous process improvement.

Day-to-Day:

• Own end-to-end client invoicing activities, including fees, accruals, payments, and invoice distribution
• Validate billing data against client agreements to ensure accuracy and completeness
• Maintain and update billing information within the fee system
• Manage invoicing workflows to ensure accurate and timely delivery
• Investigate and resolve billing discrepancies, exceptions, and inquiries
• Partner with internal teams and external stakeholders to resolve issues
• Perform reconciliations and support month-end invoicing activities
• Maintain documentation supporting controls and audit requirements
• Identify opportunities to improve billing efficiency and accuracy
• Support projects, system updates, and process initiatives
• Provide responsive, high-quality service to internal and external clients