Client Invoicing Analyst

***this position must sit in Charlotte, NC!***

Insight Global is seeking a Client Invoicing Analyst for a top asset management and financial services client - please apply today!

Position: Client Invoicing Analyst

Duration: 6-month contract-to-FTE

Location: Charlotte, NC - 4 days onsite, Remote Fridays

Pay: 25-30/hour

Must-Haves:

• Relevant experience in client invoicing, billing, Accounts Receivable/Accounts Payable, customer service, or financial operations
• Experience analyzing data, identifying discrepancies, and resolving billing issues
• Strong Microsoft Excel skills, including formulas, pivot tables, and linking
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage high-volume workflows while maintaining accuracy and attention to detail
• Strong organizational, critical-thinking, and problem-solving skills
• Ability to work independently as well as collaboratively with a team
• Ability to meet deadlines in a process-driven environment

Plusses:

• Financial services or asset management industry experience
• Advanced proficiency across Microsoft Office
• Experience navigating multiple systems within operational workflows
• Process improvement, automation, or efficiency initiative experience
• Experience collaborating across finance, operations, and client-facing teams
• Exposure to internal controls and audit processes
• Experience with Revenue Manager application

Job Description:

Insight Global is seeking a Client Invoicing Analyst for a top asset management and financial services client. This individual will support the end-to-end client billing lifecycle, ensuring invoices, fees, accruals, and payments are processed accurately and on time. They will investigate billing discrepancies, perform reconciliations, maintain billing-system data, and work cross-functionally to resolve client and operational issues. The ideal candidate is highly detail-oriented, comfortable managing high-volume financial workflows, and strong in Excel. This is a great opportunity for someone who enjoys combining financial operations, problem-solving, client service, and continuous process improvement.

Day-to-Day:

• Own end-to-end client invoicing activities, including fees, accruals, payments, and invoice distribution
• Validate billing data against client agreements to ensure accuracy and completeness
• Maintain and update billing information within the fee system
• Manage invoicing workflows to ensure accurate and timely delivery
• Investigate and resolve billing discrepancies, exceptions, and inquiries
• Partner with internal teams and external stakeholders to resolve issues
• Perform reconciliations and support month-end invoicing activities
• Maintain documentation supporting controls and audit requirements
• Identify opportunities to improve billing efficiency and accuracy
• Support projects, system updates, and process initiatives
• Provide responsive, high-quality service to internal and external clients