FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
The billing department is responsible for issuing invoices to all FactSet clients on a timely basis. The department maintains client contact records and pricing. The group responds to requests from sales and external clients via email and phone.
Responsibilities:
Creation of invoices on a monthly and quarterly basisProcessing credit notes, billing disputes, billing adjustments, new billing (NRR & ASV) as neededInteracting with clients on billing disputes, changes of legal entities, billing address, VAT, purchase ordersCash application and internal transfersAging/CollectionsPreparing and consolidating monthly billing reportsSupporting account managers and project management team on specific billing informationRequired Skills:
Completed Bachelors or Masters degree in Finance or related fieldsStrong oral and written communication skillsCustomer service working with internal & external clientsExperience in billing is highly preferredHigh attention to detail for invoice/billing accuracyProactive work styleCompleting tasks in a timely and efficient mannerIntermediate knowledge of Excel to analyze dataHighly Desired Skills:
Experience in working with accounting systems, preferably SageWhat’s In It For You:
The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, creative minds that value collaboration and welcome your new ideas to the tableA social community dedicated to volunteerism, intramural sports, and team-building eventsBusiness resource groups designed to cultivate an inclusive environment for allLearn more about our benefits here.
Company Overview:
FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities. As a publicly traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.
At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. FactSet participates in E-Verify.
Company Overview:
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.