Business Services Senior Coordinator

The Citco Group Limited•Tredyffrin Township, PA

About The Position

As a core member of our Chief Administrative Office (CAO), the Business Services Senior Coordinator will be a key contributor directly reporting to the Business Services Manager. We are seeking a highly experienced and detail-oriented Senior Coordinator with strong data analytics expertise and advanced Excel proficiency to lead and oversee the entire billing process for our clients. These skills are integral to daily operations within the role. The ideal candidate will ensure accuracy, timeliness, and compliance with contractual agreements while leading process improvements, supporting team members, and maintaining strong interdepartmental relationships at a senior level.

Requirements

BA in Accounting, Business Management, Finance or Data Analytics, or relevant qualifications.
3+ years relevant work experience, preferably in a data-driven or analytical role
Advanced Microsoft Excel proficiency is required – daily use of complex formulas, data modeling, and reporting tools
Experience communicating with senior stakeholders and cross multiple regions
Ability to work collaboratively with teams globally

Nice To Haves

Financial Services industry experience is preferred but not required
Experience with contract management platforms (e.g., Icertis) is preferred

Responsibilities

Lead and oversee the complete billing cycle strategy across the team
Drive and implement strategies to improve efficiency and reduce errors in invoicing
Review and approve accurate invoices prepared by junior staff
Support staff across in regional locations on best practices
Ensure proper revenue recognition in accordance with accounting principles and company policies
Lead reconciliation of billing accounts and resolve complex discrepancies
Collaborate with finance leadership on revenue recognition strategy
Manage complex relationships and escalations
Review and approve service agreements and contracts for billing alignment
Oversee contract negotiations and complex engagement letters via Icertis (Contract Management System) or similar platforms
Lead cross-departmental initiatives with Fund Accounting, Client Services, Sales, Legal etc.
Liaise with senior stakeholders across departments
Coordinate strategic billing information gathering and generation as required
Produce high-level management reporting and present findings to leadership
Drive data analytics strategy and process improvements
Oversee advanced Excel reporting tools and systems
Analyze trends for strategic decision-making