Global Banking Deal Services – Billing Relationship Partner

Key responsibilities

Banker and invoicing support

• Own banker coverage for billing: Serve as the senior point of contact for deal teams, setting billing approach, timing, and expectations; step in on priority/complex matters.
• Run the pipeline and deliver outcomes: Oversee the regional pipeline and billing milestones, driving timely post-close invoicing and surfacing risks early.
• Lead cross-functional execution: Coordinate Business Management, Product Control, Legal, Middle Office/Operations, and Tax to remove blockers, escalate appropriately, and close issues quickly.
• Drive BAU improvement: Identify recurring pain points and implement workflow, transparency, and operating cadence enhancements to reduce administrative burden.
• Ensure compliant billing set-up: Oversee collection and validation of documentation and payment instructions to enable smooth compliance checks and billing execution.
• Govern external spend: Challenge estimates, secure approvals, enforce SLAs, and address law firm/vendor performance or quality gaps.
• Ensure invoice quality and controls: Review/approve invoices as required, ensuring correct tax treatment, documentation, and deal team sign-off prior to issuance.
• Manage escalations: Act as escalation point for sensitive client and vendor billing inquiries, driving timely resolution.
• Drive collections: Maintain senior oversight of receivables, prioritizing aged items, resolving disputes, and mobilizing bankers/clients to accelerate recovery.

Team leadership, operating model and performance management

• Lead the function: Own the billing operating model, day-to-day execution, and a clear RACI across stakeholders.
• Set direction & drive change: Define priorities, deliver a multi-quarter improvement roadmap, and reduce friction for deal teams through process simplification and better transparency.
• Run performance management: Establish and manage KPIs/SLAs, lead monthly reviews, and drive action plans to improve backlog, quality, and timeliness.
• Senior stakeholder partnership: Act as escalation point for business heads, resolve high-impact issues, and keep bankers and partners aligned through close.

Required qualifications, capabilities, and skills

• Proven leadership in a matrixed environment; ability to deliver through influence.
• Strong understanding of the investment banking transaction lifecycle (M&A/ECM/DCM).
• Controls/governance mindset with experience running an execution-focused function.
• Track record managing KPIs/SLAs and improving quality, timeliness, and throughput.
• Strong communication, judgment, and problem-solving skills; comfortable with senior escalations.
• Proficiency with financial systems/tools and using data to drive improvements.

Preferred qualifications, capabilities, and skills

• Experience in billing/invoicing/receivables or financial operations in a transaction environment.
• Experience leading operating model change and/or process/technology transformation.

Success factors in this role

• Trusted, accountable leader with strong stakeholder credibility.
• Delivers accurate, timely billing outcomes with improved transparency and control.
• Resolves issues quickly and keeps stakeholders aligned through deal close.