Business Systems Analyst, Client Billing
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-10-09
Listing for:
Labur
Full Time
position Listed on 2026-10-09
Job specializations:
-
IT/Tech
Business Systems & Technology Analysis, IT Business Analyst
Job Description & How to Apply Below
Elicit, analyze, and document business requirements from stakeholders across middle and back office teams
Translate billing and operational needs into detailed functional specifications and platform configuration requirements
Configure and set up billing workflows, fee structures, and account-level rules within the platform
Develop and execute test plans to validate billing configurations, fee calculations, and outputs against business expectations
Drive go-live readiness activities, ensuring all billing configurations meet operational and compliance standards
Collaborate cross-functionally with operations, finance, and business stakeholders to align the billing solution with downstream workflows and data dependencies
Qualifications
Managed accounts experience (SMA/UMA) required
Middle and/or back office experience in financial services or wealth management
Strong business systems analysis background with a proven track record in requirements gathering, documentation, solution configuration, and implementation
Envestnet Wealth Manager experience strongly preferred
Demonstrated experience with client billing platforms and processesSQL proficiency for data validation and billing analysis
Bachelor's degree in Finance, Business, Information Systems, or a related field
Agile experience is a plus Compensation $75-$80/hr - Dependent on fit and experience
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