Revenue Control Officer, Revenue Governance and Billing Services

CIBC Mellon


Date: 2 days ago
City: Toronto, Ontario
Contract type: Contractor
Responsibilities

  • Acts as the of point contact between internal departments, relationship managers and clients on all fee-related issues and queries
  • Works with Finance, Service Directors, and Relationship Managers to implement fee schedules on a timely and accurate basis
  • Reviews client invoices based on established policies and procedures
  • Engages clients and Relationship Managers as needed to follow up on outstanding accounts receivable, and reports on activity
  • Tracks, monitors, co-ordinates and reports out on fee related activity including accounts receivable, orphaned accounts, etc.
  • Identifies issues and root causes of revenue loss as a result of incorrect fee application or calculation, and initiates discussion of the issues with the Manager – Revenue Governance and other internal parties
  • Works with Relationship Managers, Legal and other internal departments on SLAs and reporting requirements relating to revenue matters
  • Responds to escalated client inquiries, resolves problems, manages billing administrative / revenue operational issues and regularly monitors accounts to ensure client satisfaction and adherence to service level standards
  • Works directly with clients on invoicing issues, and seeks resolution with appropriate internal parties
  • Maintains understanding of services and the client’s business profile as it relates to the team’s accountabilities, to ensure compliance with regulatory requirements and corporate policies and procedures
  • Minimizes risk and operational losses by reviewing policies and procedures to ensure that critical controls are in place and are being followed

Qualifications

  • University degree or equivalent education with a concentration in business, finance or accounting
  • 3-5 years’ progressive experience in financial services operations or client facing roles
  • Demonstrated client service experience
  • Canadian Securities Course, Trust & Custody Services; CPA is an asset
  • Strong MS Office software skills; demonstrated proficiency in Word, Excel etc
  • Organized, detail oriented, analytical
  • Strong problem solving skills
  • Excellent written and verbal communication skills
  • Ability to multi-task & meet deadlines
  • Adaptability to a changing environment
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