We are seeking a talented individual to join our Investment Implementation Services team at Mercer. This role will be based in Boston and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.
As a Billing & Financial Analyst, you will play a vital role in managing client and sub-advisor invoicing, ensuring accuracy, compliance, and timely payments. You will collaborate across departments to support process improvements, lead projects, mentor junior team members, and analyze data to drive strategic initiatives—all while maintaining strong relationships with internal and external partners to ensure seamless service delivery. This position offers an excellent opportunity to contribute to operational excellence and professional development in a dynamic environment!
We will count on you to:
- Process and support client and sub-advisor invoices, ensuring accuracy, contractual compliance, and timely payments
- Collaborate with Corporate Finance and Fund Administration on fee calculations, expense rates, and payment processing
- Support regulatory compliance by assisting with key reporting requirements and adhering to industry standards and internal procedures
- Lead process improvement initiatives to enhance efficiency, quality, and reduce operational risk.
- Assist in training and mentoring junior team members to develop their skills and knowledge
- Manage mid-size projects, executing deliverables aligned with strategic goals, delegating tasks, and reviewing outputs for quality
- Analyze data and identify trends to support business improvement and strategic initiatives
- Investigate and resolve queries from internal and external customers promptly and professionally
- Develop and maintain strong relationships with internal teams and external partners to ensure seamless service delivery
- Implement and monitor risk controls and procedures, ensuring compliance and operational integrity
What you need to have:
- Bachelor’s degree
- 3-5 years of experience in business operations, accounting, and/or finance
- Excellent organizational and time management skills with the ability to handle multiple tasks efficiently and accurately
- Strong interpersonal and communication skills, capable of building relationships with internal teams and external partners
- Proficient Excel skills and working knowledge of MS Office
What makes you stand out?
- Familiar with billing systems
- Advanced Excel skills (VLOOKUP, macros, pivot tables, etc.)
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
