eClerx

Analyst

• Accountable for the installation, maintenance and support of various hardware and software components, as well as peripherals, used throughout the organization.
• Responsible for receiving and handling user requests for support in accordance with established procedures. They promptly respond to these requests by providing information to resolve the issue or escalate the ticket as needed.
• The role maintains detailed records of actions taken and provides technical expertise to ensure that operational procedures are correctly applied.
• The individual in this position is customer-focused and takes a proactive approach to provide personalized advice and guidance to users. They also educate users on available systems, products, and services while ensuring that all IT service requests adhere to company policy.
• The individual in this role participates in operational meetings and training sessions as part of their ongoing commitment to staying informed of system and process changes as they arise.
• Controls IT assets in one or more significant areas, ensuring that administration of the acquisition, storage, distribution, movement and disposal of assets is carried out.
• Uses system management software and tools to collect agreed performance statistics. Carries out agreed system software maintenance tasks.
• Maintain and follow IT asset lifecycle policies and procedures.
• Responsible for following all ITGC/security policies as they relate to accessing and providing access to systems and applications. The colleague will also provide knowledge to colleagues to ensure said access is used in a compliant and secure manner.

IT Service Desk Analyst

IT Deskside Analyst

Accounts Payable

• Process invoices/payments timely to meet check run/transfer deadlines.
• Processing of incoming email. Matching, coding, tax assessment and policy audit of invoices as applicable.
• Discrepancy investigation and resolution including deductions and system holds.
• Process type assignment of invoices.
• Preparing and processing invoices through the imaging system.
• Auditing and processing employee expense vouchers.
• Processing payments and remittance advices.
• Perform account reconciliations as required.
• Monitor and maintain key department processing reports.
• Assist in month closings.
• Assist other departments with invoice/payment status inquiries.
• Communicate with vendors about payment statuses and account reconciliations.

Accounts Payable Processor

Billing Specialist

• Perform all tasks related to processing special handling invoices for large, complex commercial customers
• Maintain third-party billing portals
• Communication with cross-functional internal teams related to customer account status will be required
• Communication with various large commercial customers regarding account status
• Maintain strong customer relationships through effective communication
• Perform and maintain account billing reconciliations for customers
• Investigate and resolve any irregularities or inquiries timely and accurately
• Provide documentation to customers or cross-functional teams requesting invoices, statements, etc.
• Maintain sensitive customer financial information and organized financial records, electronically
• Recommend improvements for invoicing processes
• Research and resolve second and third-level customer inquiries
• Develop key relationships with cross-functional teams to mitigate invoicing errors

Billing Clerk

Financial Planning and Analysis

• Perform monthly and ad-hoc journal entries to ensure that spend is correctly accrued or reclassed in the general ledger.
• Independently run audit reports to identify accounting issues, perform route cause analysis and resolve the issues via journal entry correction and stakeholder training.
• Become the subject matter expert in the way that our A&P budget management tool works, to the level expected of a business user, not that of an IT expert.
• Become the point person for business partners across various teams in dealing with issues they need help with relating to Anaplan functionality, including the systems with which it interacts.
• Build strong relationships with various business partners with whom you will work to resolve issues relating to Anaplan. These partners will be both internal, such as IT and Accounts Payable, and external, such as our support contacts at third-party software providers, with which Anaplan interacts
• Look for underlying issues driving problems with Anaplan budget and spend data accuracy and provide recommendations to resolve.
• Build out documentation on the way in which data flows both internally within Anaplan, and externally with other Gallo systems and third-party software.
• Work closely with the Invoice clerk to address issues they’re experiencing with processing Commerce invoices.
• Perform monthly reviews of ‘aged programs with un-invoiced remaining committed spend’ to determine whether an invoice will be received, or if that spend can be released back to the budget for Sales to use.
• Perform the monthly manipulation of Commerce and Distributor Support budget data into the format required for use in our monthly P&Ls
• Work with internal partners to perform the payment of National Incentives to our distributor partners every two months. This involves liaising with other teams to determine which incentives should be paid, retrieving the appropriate data from the system in which it’s kept, organizing it into an executable format, liaising with our Accounts Payable partners to process the payment, and to report to business partners on what was paid.
• Maintain satisfactory attendance, including timeliness
• Responsible for understanding and complying with applicable quality, environmental, and safety & regulatory considerations. If accountable for the work of others, responsible for ensuring their understanding and compliance.

Commerce Finance Accountant

IT Support

• Provide technical support to end users on a variety of computer hardware and software issues.
• Troubleshoot and resolve problems with computer hardware and software.
• Install and configure new hardware and software.
• Provide Active Directory support, including creating and managing user accounts, groups, and permissions.
• Provide Citrix support, including troubleshooting and resolving issues with remote user sessions.
• Follow standard documented Help Desk operating procedures and update procedures when directed by team.
• Accurately log all Help Desk communications using the Helpdesk ITSM tools.
• Escalate issues as necessary to appropriate escalation points.
• Provide training to end users on computer hardware and software.
• Work independently and as part of a team.
• Communicate effectively with both technical and non-technical audiences.

IT Helpdesk Admin – Senior Analyst

• Audit invoices and billing statements for accuracy, completeness, and compliance with company policies and contractual terms.
• Identify discrepancies, errors, or inconsistencies in billing data and resolve them promptly.
• Collaborate with billing, accounts receivable, and customer service teams to investigate and correct billing issues.
• Maintain detailed records of audit findings and corrective actions.
• Prepare audit reports and summaries for management review.
• Monitor billing processes to ensure adherence to internal controls and regulatory standards.
• Assist in the development and implementation of billing audit procedures and best practices.
• Support internal and external audits by providing documentation and explanations as needed.
• Analyze billing trends and patterns to detect potential fraud, overcharges, or underbilling.
• Recommend process improvements to enhance billing accuracy and efficiency.
• Ensure timely follow-up on audit findings and track resolution progress.
• Validate billing data against contracts, service agreements, and purchase orders.
• Coordinate with IT or systems teams to troubleshoot billing system issues or data mismatches.
• Train and support billing staff on compliance standards and audit procedures.
• Stay current with industry regulations, billing standards, and best practices.

Billing Quality Analyst

• Perform all tasks related to processing special handling invoices for large, complex commercial customers
• Maintain third-party billing portals
• Communication with cross-functional internal teams related to customer account status will be required
• Communication with various large commercial customers regarding account status
• Maintain strong customer relationships through effective communication
• Perform and maintain account billing reconciliations for customers
• Investigate and resolve any irregularities or inquiries timely and accurately
• Provide documentation to customers or cross-functional teams requesting invoices, statements, etc.
• Maintain sensitive customer financial information and organized financial records, electronically
• Recommend improvements for invoicing processes
• Research and resolve second and third-level customer inquiries
• Develop key relationships with cross-functional teams to mitigate invoicing errors
• Prepare accurate and timely invoices for all clients, ensuring that billing schedules and deadlines are consistently met
• Update fee schedules as needed via billing revision tickets with special attention to asset exclusions, fixed fees, or tiered fee schedules
• Prepare and amend invoices as needed by using billing software
• Prepare credit memos in NetSuite as needed
• Serve as the secondary point of contact for all client billing-related inquiries and internal Advisor and Wealth Managers billing-related inquiries
• Investigate and resolve billing discrepancies and disputes, working closely with the Private Client Services (PCS) Team to ensure client satisfaction and retention
• Process adjustments or corrections to client accounts as necessary
• Under direction of Vice President, Finance & Accounting, monitor outstanding balances and perform regular follow-up on aged accounts, including sending reminders and communicating with clients to negotiate payment arrangements
• Record and reconcile client payments and maintain comprehensive and up-to-date billing records through daily cash reconciliation
• Adhere to all internal policies, regulatory guidelines, and industry standards within the billing process
• Assist in the preparation of reports and analytics related to billing and accounts receivable for internal stakeholders
• Recommend process improvements to enhance billing accuracy and efficiency
• Work closely with other departments, particularly the Private Client Services (PCS) Team and Compliance Teams, to ensure billing accuracy and compliance with all contractual obligations
• Assist with internal and external audits related to billing by being a keeper of master documentation

AR Billing Specialist

Human Resources

• Researches, analyzes, and provides weekly timecards and employee absences related to leaves.
• Monitors and assists with data uploads and exception reports from leave, disability and workers’ compensation vendors into the HRIS and timekeeping systems.
• Assists with completing vendor, internal teams, and agency inquiries to determine timelines, verification of information and data, and absence dates for protected and unprotected time.
• Provides accurate details to managers, employees and Employee Relations on attendance reviews.
• Creates and maintains monthly absence dashboards to report on leave and incidental absence utilization.
• Analyzes absence trends and works closely with managers, supervisors and human resources to troubleshoot employee timecard and leave coding issues.
• Reports any discrepancies, unusual or questionable time entries to proper supervisors, Human Resources, and Disability management consultants.

HR Time & Absence Analyst

• Lead the billing team to ensure accurate invoices
• Collaborate with other departments to resolve billing issues
• Analyze billing data and prepare reports
• Implement process improvements for billing operations

Billing Team Lead

Accountant

• Perform Inventory PO matching.
• Reconcile inventory accounts to the general ledger on a monthly basis.
• Analyze inventory data to identify trends, inefficiencies, and areas for improvement.
• Collaborate with cross-functional teams to ensure inventory accuracy and resolve any discrepancies.
• Prepare inventory related reports for management and external stakeholders.
• Monitor inventory and make recommendations for the improvements of inventory management systems.
• Provide support during financial audits.

Inventory Accountant

• Supervise and oversee daily accounts receivable and billing operations to ensure accuracy and timeliness.
• Lead, train, and mentor AR and billing staff, setting performance expectations and conducting evaluations.
• Review and approve invoices, ensuring compliance with company policies and client requirements.
• Monitor aging reports and drive collection efforts to reduce outstanding balances and improve cash flow.
• Resolve complex billing discrepancies, customer disputes, and payment issues.
• Collaborate with sales, customer service, and finance teams to ensure accurate billing and contract alignment.
• Develop and implement process improvements to enhance efficiency and reduce billing errors.
• Ensure compliance with U.S. financial regulations, company policies, and audit requirements.
• Prepare and present AR reports, metrics, and forecasts to management.
• Assist with month-end and year-end closing activities related to accounts receivable and billing.

Billing Supervisor

• Maintaining tax fixed asset ledger including:
• Monthly analysis of fixed asset activity
• Processing activity into fixed asset software (Sage)
• Printing monthly fixed asset reports
• Maintaining tax basis fixed asset rollforward
• Assist with making tax payments electronically on different jurisdiction online portals and providing account coding to Accounts Payable
• Maintaining tax payment summary to keep track of all tax payments made
• Assist with annual Form 1099 preparation including:
• Quarterly review of vendor data with Accounts Payable
• Monitoring Global 1099 Outlook inbox
• Assisting with other ad-hoc income tax tasks on an as-needed basis including:
• Reviewing and organizing tax mail
• Organizing income tax documents within Sharepoint

Junior Income Tax Accountant

• Provide analytics support in projects involving GEN AI
• Collaborate with teams to leverage AI and ML technologies in financial products
• Analyze data and generate reports to guide decision making