Billing Manager - Investments

Company:

Mercer

Description:

We are seeking a talented individual to join our Global Wealth team at Mercer. This role will be based in the Boston office. This is a hybrid role that has a requirement of working at least three days a week in the office.

This is a position based on growth with significant additional growth expected. It will have oversight and coordination of over 2,500 invoices per year with expectation of more. This position use and extract data from different systems to prepare invoices and reports on  invoice status. Will also ensure high work quality and accuracy, and oversee the maintenance and collection of appropriate information required for client billing. 

We will count on you to:

• Supervise billing team

• Review invoices prepared by billing staff 

• Prepare certain invoices quarterly 

• Delegate assignments and projects to staff 

• Enhance/establish billing policies, procedures and controls 

• Work with Controllership and Finance Departments to coordinate sharing of billing information 

• Coordinate billable and non-billable asset information including adjustments into the system 

• Coordinate unique identifier codes with supplier department to ensure proper general ledger posting 

• Create and distribute billing reports to management 

• Assist the Head of Delegated Client Invoicing with any other tasks and assignments 

• Identify and create controls around areas of process improvement / efficiencies

What you need to have:

• 7 -10 years of billing/finance/operations experience with supervisory/management experience 

• Bachelor Degree: preferred in accounting or finance 

• Prefer Revport system experience, but not required  

• Familiarity with billing system/general ledger system/Salesforce data flow a plus 

• Must have strong math, communication, and organizational skills 

• Confident, professional demeanor and team player attitude are a must 

What makes you stand out:

• Asset allocation knowledge

• Experience with Revport platform  

• Familiarity with general ledger system/Salesforce data flow

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.