Full-Time

Client Billing Lead

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics platform

Data & Analytics
Fintech

Senior

Denver, CO, USA

Required Skills
Communications
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree in Finance or Accounting
  • 5-6 years billing, finance, accounting or related field experience
  • Experience with MS Excel
  • Experience in the Financial Services industry preferred
  • Analytical and detail-oriented
  • Excellent communication skills
  • Leadership experience preferred
Responsibilities
  • Performing complex billing work on specific clients
  • Troubleshooting billing issues
  • Assisting in financial and SOX audits quarterly and annually
  • Researching and resolving complex billing issues
  • Training new employees and providing assistance to existing team members
  • Driving process improvements and creating operational efficiencies
  • Acting as a backup for the team supervisor and being a leader within the team
  • Adherence to company policies and procedures
  • Understanding and supporting corporate business practices

Yodlee's mission is to help as many Americans as possible to see their complete financial data.

Company Stage

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Growth & Insights
Headcount

6 month growth

-9%

1 year growth

-17%

2 year growth

-43%

Benefits

Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement

INACTIVE