Billing Analyst

Marsh McLennan • Boston, MA

2d • $54,000 - $108,000 • Hybrid

About The Position

Marsh is seeking a Billing Analyst to join its Investment Billing team within the People & Investments business. The role manages client billing and revenue processes, including account setup, invoice generation, revenue reconciliation, and compliance with contract terms. The position collaborates with internal stakeholders to resolve billing issues, support accounts receivable activities, and identify process improvements through technology and AI-enabled tools. It is based in Boston and follows a hybrid arrangement requiring at least three days per week in the office.

Requirements

• Bachelor’s degree.
• At least 2 years of operations, accounting, or finance experience.
• Experience with accounting or billing systems and revenue recognition concepts.
• Ability to work independently and manage multiple priorities.
• Strong organizational, prioritization, and stakeholder management skills.
• Experience reviewing contracts and client work orders.
• Advanced Excel skills and proficiency with Microsoft Office.

Nice To Haves

• Coursework or a concentration in Accounting or Finance.
• Broadridge Revport experience is strongly preferred.

Responsibilities

• Set up new client accounts and project codes in the Broadridge Revport billing system.
• Calculate invoices accurately and deliver them to internal stakeholders within deadlines.
• Interpret complex contracts and legal documents to apply appropriate pricing methodologies to new client invoices.
• Maintain invoicing control files and billing records.
• Coordinate with cash processing teams to ensure payments are applied correctly.
• Follow up with consultants and client portfolio directors on invoices that have not been approved.
• Adhere to policies and procedures and identify process improvement opportunities.
• Coordinate responsibilities with the offshore billing team, share knowledge, and ensure accurate invoice delivery.
• Record quarterly revenue and maintain accurate financial data.
• Participate in ad hoc projects for the investment operations team.
• Reconcile actual management revenue against financial forecasts.

Benefits

• Health and welfare benefits.
• Tuition assistance.
• 401(k) savings and other retirement programs.
• Employee assistance programs.
• Professional development opportunities.
• The position may be eligible for performance-based incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level