The Billing Control function provides support to the Product Controllers and Bankers to ensure that Fees and Expenses associated to M&A, ECM and DCM transactions are timely managed and collected from our clients, monitoring existing open items, and producing managerial reporting on evolution of collectible expenses on ongoing and closed transactions. 

Duties and Responsibilities:

Support NA and Latam ICB Billing Controller by providing relevant and timely analysis and follow up of Mergers and Acquisitions, Equity Capital Markets and Debit Capital Markets projects’ expense management.  Collaborate with bankers, clients, business heads and business managers across ICB on internal and external deliverables. Collaborate with product controllers and financial controllers, regarding necessary accounting adjustments and project’s support documentation. Work on a variety of initiatives supporting Billing Controllers’ regional and global agendas, including continued build-out of MIS and system enhancements.  Prepare regular and ad-hoc reports, including variance and ageing analysis of billed and unbilled items. Build subject expertise, both on local and global processes, to enable active participation on regional and global meetings, as well as on maintaining a controlled environment. 

Qualifications

3+ years Professional experience - Product Control, Financial Control, Accounting, or related area preferred Strong critical-thinking, professional maturity, personal integrity, strong work ethic, proactiveness and results-oriented, manage multiple tasks simultaneously.  Strong quantitative and analytic skills, Knowledgeable on finance and accounting, understanding of financial statements. Able to establish trustful connections and partnerships with different groups. Strong interpersonal, verbal and written communication skills  Self-governance, organization skills and attention to details. Strong proficiency with Excel and PowerPoint required proficiency with PitchPro+ preferred. Reporting and automation tools knowledge, such as Alteryx and Tableau is a plus. Fluent English, Portuguese is a plus