Revenue Operations Analyst
Location: Boston, MA (Onsite 4 days/week)
Duration: 12-Month Contract
Compensation: $25–35/hour (based on experience)
We are looking for a detail-oriented Revenue Operations Analyst to join the Invoicing team at a highly successful investment management firm based in Boston. In this role, you will support the calculation, review, and preparation of both standard and complex management and performance-based fee invoices across a diverse client base.
The Revenue Operations Analyst will work closely with Client Services and Investment Product teams and engage directly with clients to address invoicing-related inquiries. This opportunity is well-suited for someone with 1–2 years of invoicing experience in the financial services industry who is eager to grow within a fast-paced, collaborative environment.
Key Responsibilities
- Calculate, prepare, process, and review management fee invoices and supporting documentation, including base fees, performance/variable fees, and applicable taxes, using multiple systems and data sources.
- Collaborate with internal stakeholders to evaluate existing and proposed Most Favored Nation (MFN) arrangements and analyze their revenue impact.
- Respond to ad hoc requests from internal teams and external clients regarding invoicing and revenue matters.
- Support the preparation and organization of data for System and Organization Controls (SOC) audits.
- Assist with testing, validation, and implementation of system enhancements, including a major platform upgrade planned for later this year.
- Review and approve the setup of new accounts in the revenue platform to ensure accuracy, compliance, and completeness.
- Develop and maintain clear process documentation for current workflows and future onboarding.
- Identify opportunities for operational efficiencies and contribute to continuous process improvement initiatives.
Qualifications
- Bachelor’s degree required.
- 1–2 years of relevant professional experience preferred.
- Prior invoicing experience within financial services strongly preferred.
- Strong analytical and mathematical skills, with solid business judgment and interest in financial markets.
- Ability to manage multiple priorities, problem-solve effectively, and thrive in a fast-paced environment.
- Proficiency in Microsoft Excel and the ability to quickly learn proprietary systems.
- Experience with RevPort is a plus, but not required.
- Excellent written and verbal communication skills.
- Strong organizational skills and exceptional attention to detail.
- Demonstrated willingness to learn, take initiative, and grow into m
For immediate consideration, please email your resume to [email protected].
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