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About the Role

The Revenue & Billing Analyst ensures timely billing, accurate invoicing, and effective management of customer accounts, minimizing bad debt while optimizing cash flow. This role involves billing management, credit control, accounts reconciliation, and customer relations.

Responsibilities

• Generate, verify, and process accurate customer invoices on time, ensuring compliance with company policies and client contracts.
• Maintain and update billing systems, records, and processes to improve efficiency.
• Resolve discrepancies in billing records or customer accounts.
• Ensure all billable products/activities are captured and invoiced correctly to avoid revenue leakage.
• Work with various internal teams (sales, finance, and operations) to verify data for accurate invoicing.
• Generate monthly, quarterly, and yearly billing reports for management review.
• Provide analysis on billing trends, revenue performance, and outstanding accounts.
• Maintain the integrity of billing systems, update billing rates or charges, and assist in system enhancements or implementations.
• Monitor and manage outstanding customer accounts to ensure timely payment.
• Follow up on overdue invoices and take necessary action (e.g., reminder emails, calls).
• Negotiate payment plans if necessary, ensuring they align with company policies.
• Evaluate new and existing customers’ creditworthiness by analysing financial statements, credit reports, and payment histories.
• Set appropriate credit limits based on risk assessments.
• Reconcile customer accounts, ensuring payments are correctly allocated and discrepancies resolved.
• Investigate and resolve payment disputes, working with internal and external stakeholders.
• Build and maintain strong relationships with customers to facilitate collections and resolve billing or payment issues.
• Serve as the main point of contact for customers regarding their accounts.
• Prepare and present regular reports on outstanding debt, collections performance, and credit exposure.
• Analyse debtor performance and identify trends to improve cash flow and minimize risk.
• Ensure compliance with financial regulations, industry standards, and company policies.
• Implement and follow internal controls to ensure the integrity of the billing and credit processes.

Requirements

• 2-3 years of experience
• Previous experience of working within in a regulated investment firm
• Understanding of business requirements from experience of working in a commercial environment
• Ability to learn new tasks and procedures quickly
• Experience in working in a varied and diverse administrative role
• The interest to use technology where appropriate to improve processes
• The ability to manage a varied workload through effective organisation skills

Skills

• Knowledge of Workday

Location

• London

Work Type

• Full-time

Experience Level

• 2-3 years

Education Level

• Accounting Degree 2:1 preferred

Salary/Compensations

• Competitive salary

Benefits

• Gym access
• Private health insurance
• Pension plan
• 24 days of annual holiday (+ bank holidays)

About the Company

• Monex is a leading global financial solutions provider, offering a complete set of tools to support business growth and strategic financial operations.
• We specialise in FX risk management and international payments, helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence.
• Our team of FX specialists implement well-considered currency strategies, offering dedicated support to help clients manage their payment needs – whether for goods, services, or direct investments.
• In 2023, Monex facilitated $309 billion in FX turnover, managed $10.7 billion in assets, and processed 8.5 million transactions.
• With offices across North America (Canada, the US, and Mexico), Asia (Singapore), and Europe (the UK, Spain, and the Netherlands), we serve over 66,000 clients worldwide.
• By combining global reach with deep local market expertise, Monex enhances businesses with a suite of financial solutions and FX market analysis to help optimise efficiency, mitigate currency risk, and protect margins in an increasingly complex financial landscape.
• If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
• At Monex, we do our very best every day to ensure that we take good care of our people, as our biggest asset is our highly driven and focused Talent Culture.
• We strive to continuously enable our people to develop their full potential by offering the necessary tools and support to empower our people to develop professionally and to take the next step in their career here at Monex.
• Teamwork is a paramount part of our Talent Culture as we achieve more when we collaborate and all work together.
• We take pride in our familial culture with colleagues who are willing to go the extra mile for one another.
• We foster a culture of Health and Wellness, encouraging our colleagues to pursue healthy habits and promoting healthy lifestyles.