Luciano

Senior Finance Operations Analyst | U.S. Account Support

Manage a high-volume queue of approximately 50-75 ServiceNow requests per week.. Work directly with U.S. stakeholders to investigate inconsistencies, coordinate solutions, and maintain accurate financial and engagement data.. Manage billing operations for a portfolio of up to 60 U.S. customer accounts, processing more than 300 monthly invoices and transactions across multiple service lines.. Process invoices, credit memos, master billing files, billing splits, and customer portal submissions while ensuring accuracy and timely completion.. Review billing documentation and coordinate adjustments with U.S. customers, Sales, Credit, Customer Service, and internal finance teams.. Coordinate shared mailbox workflows by assigning requests, monitoring pending items, and following up on billing issues and escalations.. Prepare operational metrics using SAP, Outlook, Excel, and Power BI-assisted reporting to monitor invoice volumes, pending items, workflows, and team performance.. Train and support junior analysts, assisting with complex cases, billing escalations, and day-to-day questions.. Investigate recurring billing issues and standardize procedures, contributing to fewer pending invoices, faster request resolution, and greater workflow consistency.. Perform recurring billing controls and account follow-ups to identify invoice discrepancies and support month-end deadlines.. Manage legal case files, documentation, and structured Excel records used for tracking and internal reporting.. Prepare legal documents, court-related filings, templates, and administrative reports.. Support clients and internal teams while ensuring accurate documentation and timely completion of administrative procedures.. Prepare, merge, and upload PDF documentation into internal systems and shared folders, ensuring accurate and organized record management.. Manage approximately 50–75 ServiceNow requests per week for large U.S. accounts, processing updates related to pricing plans, budgets, billing, expenses, resource allocations, and engagement data.. Review stakeholder requests and supporting information, identify data inconsistencies, and coordinate solutions directly with U.S. stakeholders through daily tickets, emails, and recurring meetings.. Maintain opportunity and engagement information across internal EY systems, ensuring accurate updates to pricing, budget, revenue, margin, and profitability-related fields.. Support Estimate to Complete processes by aligning actuals with stakeholder-provided forecast inputs, resource hours, billings, and expense adjustments.. Perform pre-closure reviews of engagement codes, identifying pending invoices, open transactions, and required system updates before final submission.. Validate engagement metrics and financial inputs used by U.S. stakeholders for account management, operational reporting, and profitability monitoring.