Treasury Management Billing & Account Analysis Analyst I

Job Responsibilities

• Oversee billing operations for high-value and complex client segments.
• Ensure accuracy, consistency, and scalability of billing processes.
• Serve as the subject matter expert (SME) on billing and account analysis practices.
• Lead initiatives to optimize billing models, pricing execution, and revenue capture.
• Perform in-depth profitability analysis, revenue optimization, and pricing strategy support.
• Deliver insights to senior leadership on billing trends, performance, and opportunities.
• Design and implement advanced reporting and dashboards.
• Design and enhance control frameworks for billing and account analysis processes.
• Lead audit engagements and remediation efforts.

Additional Accountabilities

• Act as a strategic partner to Treasury Management Billing, Product, Treasury, Finance, and Sales leadership.
• Support product development, pricing strategy, and go-to-market initiatives.
• Influence decision-making through data-driven insights.
• Lead system enhancements, implementations, and automation initiatives.
• Drive continuous improvement efforts to streamline workflows and reduce manual processes.
• Mentor and develop junior and mid-level analysts.
• Provide thought leadership and training across teams.
• May lead small teams or project workstreams.
• Partner with stakeholders, IT, and vendors to define system requirements and future-state capabilities.
• Performs special projects, and additional duties and responsibilities as required.

Job Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 5+ years of progressive experience in billing, account analysis, or treasury services.

Preferred Qualifications

• Deep expertise in Treasury Management products, pricing strategies, and account analysis methodologies.
• Advanced experience with billing/account analysis platforms and financial systems (e.g., Weiland, XAA, CBS).