About this role
Key responsibilities
Banker and invoicing support
- Own banker coverage for billing: Serve as the senior point of contact for deal teams, setting billing approach, timing, and expectations; step in on priority/complex matters.
- Run the pipeline and deliver outcomes: Oversee the regional pipeline and billing milestones, driving timely post-close invoicing and surfacing risks early.
- Lead cross-functional execution: Coordinate Business Management, Product Control, Legal, Middle Office/Operations, and Tax to remove blockers, escalate appropriately, and close issues quickly.
- Drive BAU improvement: Identify recurring pain points and implement workflow, transparency, and operating cadence enhancements to reduce administrative burden.
- Ensure compliant billing set-up: Oversee collection and validation of documentation and payment instructions to enable smooth compliance checks and billing execution.
- Govern external spend: Challenge estimates, secure approvals, enforce SLAs, and address law firm/vendor performance or quality gaps.
- Ensure invoice quality and controls: Review/approve invoices as required, ensuring correct tax treatment, documentation, and deal team sign-off prior to issuance.
- Manage escalations: Act as escalation point for sensitive client and vendor billing inquiries, driving timely resolution.
- Drive collections: Maintain senior oversight of receivables, prioritizing aged items, resolving disputes, and mobilizing bankers/clients to accelerate recovery.
Team leadership, operating model and performance management
- Lead the function: Own the billing operating model, day-to-day execution, and a clear RACI across stakeholders.
- Set direction & drive change: Define priorities, deliver a multi-quarter improvement roadmap, and reduce friction for deal teams through process simplification and better transparency.
- Run performance management: Establish and manage KPIs/SLAs, lead monthly reviews, and drive action plans to improve backlog, quality, and timeliness.
- Senior stakeholder partnership: Act as escalation point for business heads, resolve high-impact issues, and keep bankers and partners aligned through close.
Required qualifications, capabilities, and skills
- Proven leadership in a matrixed environment; ability to deliver through influence.
- Strong understanding of the investment banking transaction lifecycle (M&A/ECM/DCM).
- Controls/governance mindset with experience running an execution-focused function.
- Track record managing KPIs/SLAs and improving quality, timeliness, and throughput.
- Strong communication, judgment, and problem-solving skills; comfortable with senior escalations.
- Proficiency with financial systems/tools and using data to drive improvements.
Preferred qualifications, capabilities, and skills
- Experience in billing/invoicing/receivables or financial operations in a transaction environment.
- Experience leading operating model change and/or process/technology transformation.
Success factors in this role
- Trusted, accountable leader with strong stakeholder credibility.
- Delivers accurate, timely billing outcomes with improved transparency and control.
- Resolves issues quickly and keeps stakeholders aligned through deal close.