Global Banking Deal Services Billing Lead

Shape the future of global deal billing by leading a high-performing team, improving controls and transparency, and elevating the client experience.

As a Global Banking Deal Services Billing Executive Director within the Global Banking Deal Services Billing Team, you lead the global billing operating model and deliver an effective end-to-end billing and receivables experience across mergers and acquisitions, equity capital markets, and debt capital markets transactions. You partner closely with senior bankers and cross-functional stakeholders to deliver timely, accurate, and well-controlled billing outcomes. You set strategic priorities, oversee performance and controls, resolve complex issues, and drive improvements across processes, data, and technology while fostering a culture of inclusion and opportunity.

Job Responsibilities:

• Execute the global billing strategy and implement the target operating model, aligning regional priorities with broader business objectives
• Build trusted relationships with senior bankers, serving as a senior point of contact and escalation for complex billing and receivables matters
• Oversee the billing pipeline to drive timely invoicing, effective receivables management, and proactive risk and issue resolution across regions
• Partner across Finance, Legal, Tax, Product Control, Operations, Technology, and other functions to deliver effective end-to-end outcomes
• Establish key performance indicators, service level standards, controls, and governance to improve quality, timeliness, transparency, and performance
• Drive process, technology, and operating-model improvements that simplify workflows, strengthen controls, and enhance the banker and client experience
• Balance commercial priorities, client experience, and risk and control requirements when managing complex or sensitive issues
• Develop and retain a high-performing team, reinforcing accountability, urgency, innovation, and continuous improvement

Required qualifications, skills, and capabilities:

• Demonstrate significant leadership experience within investment banking, corporate banking, financial services, Finance, Business Management, transaction management, or a comparable environment
• Apply strong finance and accounting knowledge to interpret financial information and understand revenue and expense flows, invoicing, receivables, accounting treatment, and associated financial controls
• Interpret complex financial and operational information to support accurate billing outcomes and effective receivables management
• Describe the investment banking transaction lifecycle, including mergers and acquisitions, equity capital markets, and debt capital markets, and the financial considerations associated with transaction execution
• Set strategic direction and translate priorities into execution that delivers measurable business outcomes
• Deliver results by leading and developing high-performing teams within a complex, matrixed organization
• Influence senior stakeholders by building trusted relationships, navigating competing priorities, and effectively challenging and advising partners
• Decide effectively on complex, high-impact matters across commercial, financial, client, and risk priorities
• Embed a risk and control mindset, establishing governance, identifying emerging risks, and driving sustainable issue resolution
• Lead transformation, process improvement, or operating-model change across organizational and functional boundaries
• Communicate clearly through strong executive presentation skills, translating complex matters into business implications and actionable recommendations

Preferred qualifications, skills, and capabilities:

• Provide financial insight, challenge, and strategic decision support to senior stakeholders through financial management experience gained in planning and analysis, Business Management, Finance, Product Control, or a related function
• Bring experience in billing, invoicing, receivables, financial operations, relationship management, or deal execution within a transaction-focused environment
• Drive technology-enabled transformation within financial services, including implementation of analytics, workflow, or automation solutions
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
• Experience leading teams through the adoption of AI-enabled analytics, workflow automation, or intelligent process tools to improve operational efficiency and accuracy, reduce manual effort, and support consistent, well-controlled execution through coaching, change adoption, and continuous improvement