Business Operations Analyst

AI overview

Lead the charge in refining billing operations for a global WealthTech company by ensuring accuracy in invoice generation and collaboration across multiple teams.

Business Operations Analyst – Billing & Contract Systems

Location: Monterrey, Mexico (Hybrid)

Our client is a global WealthTech / SaaS company with operations across North America, Europe, and Latin America. As the company scales, billing accuracy and contract execution are business-critical.

What You’ll Own (Core Responsibilities)

  • Own end-to-end invoice generation, including billing runs, adjustments, credits, and re-bills

  • Translate contracts, pricing, and SOWs into accurate billing logic inside billing systems

  • Operate and maintain billing platforms, ensuring data accuracy across billing, CRM, and finance systems

  • Investigate and resolve billing discrepancies and internal or client-related inquiries

  • Partner cross-functionally with Finance, Legal, Engineering, and Operations to fix issues and improve workflows

  • Identify and implement improvements to billing accuracy, efficiency, and scalability

What We’re Looking For

  • 3–5 years of hands-on billing or revenue operations experience (SaaS, FinTech, WealthTech preferred)

  • Direct ownership of invoice generation within a billing or financial system

  • Strong understanding of contract-based or usage-based billing

  • Advanced Excel skills (pivots, lookups, reconciliations)

  • Comfortable working with complex data and real operational accountability

Why This Role

  • High-visibility position with direct exposure to senior finance leadership

  • Clear ownership - this is an execution role, not a support or reporting role

  • Opportunity to help build scalable billing operations in a global tech company

Note: This is a hybrid role based in Monterrey. While candidates located elsewhere in Mexico may be considered, priority will be given to candidates currently based in Monterrey due to on-site and hybrid requirements

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