Billing/Revenue Manager
- Employer
- Legal & General Investment Management America
- Location
- Chicago, Illinois - hybrid schedule, 3 days per week in office
- Salary
- Commensurate with experience
- Closing date
- Oct 26, 2023
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- Job Function
- Accounting/Audit/Tax, Other
- Industry Sector
- Asset Management
- Employment Type
- Full Time
Job Details
Overview
The Billing Analyst/Manager will centralize and oversee the entire invoicing process, from invoice creation to client delivery whilst managing the associated regulatory and business risks
Responsibilities
- Oversee the entire billing process including, production of all invoices, working closely with several internal teams Finance, (US and UK teams), Client Services, Operations and IT)
- Ensure all clients are set up on Revport in accordance with each client’s respective IMA, while working with both UK and US counterparts to increase the number of clients using Revport to generate invoices
- Seek opportunities to leverage Revport more effectively, helping to build out its functionality as part of the team’s long term technology solution
- Maintain a verified database to ensure client details (e.g. names, contact information, etc.) are properly stored in Revport
- Work with Client Service and Operations Teams to ensure timely and accurate client information is available once a client onboards
- Timely delivery of all invoices, with the goal of reducing our delivery time to industry standards within the first year of being hired
- Monitor invoice status and document accounts receivable on a weekly basis;
- Identify and help resolve problematic patterns and situations that may adversely impact billing and collections
- Report to the Fee Committees in UK and US on fee proposals and negotiations
- Provide regular detailed revenue analysis across channels, client types, strategies and consultants
Qualifications
- Experience with Revport required
- BS/MA degree in Finance or Accounting
- 3+ years post-qualification asset management experience; experience leading a team preferred
- Advanced Excel skills; proficiency in Microsoft Word, PowerPoint, and Outlook
- Excellent organization, communication and presentation skills
- Strong business acumen, self-starter, quick learning, and clarity of thinking
- Strong organizational, analytical, and interpersonal skills
- Strong attention to detail and an investigative nature
- Self-motivated to learn new concepts and participate in new projects
As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees
and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry,
national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any
other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2020)
Company
Legal & General Investment Management America, Inc. (LGIMA) was founded in 2006 and specializes in fixed income, liability driven investment (LDI) solutions and index capabilities for the US institutional market.* We offer a range of strategies to help our clients manage their investment objectives including investment grade fixed income, which can range from market-based alpha-oriented strategies to those that are designed to be more liability-centric, derivative overlays, and indexed solutions.
Our solutions-focused culture is geared toward customization for our clients. As a firm, LGIMA has professional resources dedicated to insuring that our credit portfolios are structured in a risk-conscious manner, but can still have the ability to produce excess returns over an appropriate, sometimes custom, benchmark. Our index fund management offering extends well beyond the standard market cap weighted indices. We have the capability to manage index funds against various equity indices.
As of December 31, 2019, LGIMA managed over $219 billion in assets. Our clients include pension plans, foundations & endowments, unions, and public funds.
- Telephone
- 312-964-3108
- Location
-
71 S. Wacker Drive
Suite 800
Chicago
IL
60606
US
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