Client Invoicing Analyst

MARS Solutions Group is looking for an experienced Client Invoicing Analyst . Our client is a Wealth Management firm looking for high-quality talent to make a difference. They are known to respect a traditional work week and often extend contracts for added job security and stability.



Job description

• Execute end-to-end invoicing activities (fees, accruals, payments, invoice distribution).
• Ensure accuracy and completeness of invoicing data aligned to client agreements.
• Maintain and update billing data within the fee system.
• Manage invoicing workflow to ensure timely and accurate delivery.
• Investigate and resolve billing discrepancies, exceptions, and inquiries.
• Partner with internal teams and external stakeholders to address issues and drive resolution.
• Perform reconciliations and support month-end invoicing activities.
• Maintain documentation to support audit and control requirements.

Identify and implement process improvements to enhance efficiency and accuracy


Participate in projects, system updates, and process initiatives.


Deliver a high-quality, responsive client experience.

Required Qualifications


Relevant experience in client invoicing, billing, accounts receivable/payable, customer service, or financial operations.


Demonstrated ability to analyze data, identify discrepancies, and resolve billing issues effectively.


Excellent verbal, written, and interpersonal communication skills.


Strong Microsoft Excel skills (formulas, pivot tables, linking).


Ability to manage high-volume workflows with accuracy and attention to detail.


Ability to work both independently and collaboratively within a team setting.


Strong technical aptitude, with the ability to quickly learn, utilize, and enhance financial systems and billing tools to support and improve invoicing processes.

Preferred Qualifications


Experience working in financial services, asset management, or a similar industry.


Proficiency in Microsoft Office tools to support reporting, analysis, and workflow management.


Demonstrated ability to efficiently navigate and leverage multiple systems to support operational workflows.


Experience identifying process improvements and supporting automation or efficiency initiatives.


Experience managing high-volume workflows with a strong focus on accuracy and timeliness.


Experience collaborating across finance, operations, and client-facing teams.


Exposure to internal controls and audit processes.


Experience using Revenue Manager application is a plus.

About MARS Solutions Group: MARS Solutions Group provides a range of opportunities for meaningful work by understanding that employment fit is a combination of people, process, and technology. We leverage our experienced and compassionate team to bring humanity to matching you with the right advanced technology role, and stay connected with you to help you attain your professional goals.