Job Description

The Invoice Review Associate will be responsible for various aspects of the invoice billing process, including invoice raising, Out of Pocket Expenses (OOPS) invoicing, and invoice review across State Street's global businesses. The role involves ensuring the accurate, consistent, and timely production of invoice deliverables for State Street Global Advisors.

Responsibilities:

- General responsibility for specific invoicing activities, including production and review

- Adopt an “owner’s mindset,” work independently, and manage timelines effectively

- Measure, review, and assess performance and progress towards goals

- Continuously seek and implement process improvements

Expectations:

- Bachelor’s Degree in Finance

- Minimum of 6 to 8 years of experience working with invoices in a global billing function at a large financial services institution

- Knowledge of various services and industry trends in billing methods, such as custody services, sub-custodian, trust services, out-of-pocket expense billing, and asset management

- Demonstrated experience in improving the invoice function across multiple geographies and business areas

Skills required:

- Proficiency in Microsoft Office suite (Excel, Access, PowerPoint, Word, Visio), with advanced Excel skills (pivot tables, formulas, workbook maintenance best practices)

- Knowledge of billing systems

- Conceptual understanding of financial architecture (General Ledger, sub-GL technology, specialized tools)

- Independent decision-making capabilities and demonstrated thought leadership

- High pride of ownership with the ability to deliver high-quality results promptly

- Self-motivated, self-assured, and self-managed

- Strong analytical abilities and capacity to analyze and summarize complex financial transactions

- Strong attention to detail

- Problem-solving skills

- Highly organized with the ability to multi-task and work under high-pressure deadlines

- Ability to work in a fast-paced environment

For further information, and to apply, please visit our website via the “Apply” button below.