Connecting clients to markets – and talent to opportunity

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.

Business Segment Overview:

Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies.

Position purpose: this role oversees and optimizes the billing, reconciliation, and financial operations across multiple security types. The position requires strong leadership, analytical skills, and the ability to navigate complex situations while managing both internal and external client interactions. The ideal candidate thrives in high-pressure environments, has experience in client-facing roles, and can handle difficult conversations with composure and professionalism.

Key Responsibilities

• Oversee the end-to-end billing process for multiple customers, ensuring accuracy and compliance with clearing agreement terms.
• Manage client billing configurations, fee schedules, and adjustments across different security types.
• Analyze and resolve billing discrepancies, disputes, and adjustments to ensure timely resolution and minimize revenue leakage.
• Lead daily and monthly reconciliation processes between internal records and external clearing firms and banks, ensuring reports are delivered accurately and on time.
• Investigate and resolve breaks, missing transactions, or discrepancies in revenue, fees, and commissions.
• Provide regular reports and insights to senior management and the front office regarding billing trends, operational risks, and reconciliation performance.
• Lead and mentor a team of billing analysts and financial operations specialists, fostering a culture of high performance and accountability.
• Develop training programs to enhance team expertise.
• Promote collaboration, problem-solving, and continuous improvement within the department.
• Travel to industry events or business locations as needed to maintain strong relationships and address operational concerns.
• Identify and implement efficiency improvements in billing and reconciliation workflows.
• Collaborate with IT and finance teams to develop and integrate automation tools and data analytics for accurate financial reporting.
• Ensure all billing and reconciliation processes comply with audit, regulatory, and compliance requirements.
• Prepare and present findings for audits, regulatory reviews, and internal financial assessments.

Required: 

• 4+ years of experience in billing, financial operations, or reconciliation within financial services.
• Strong expertise in multi-asset class billing (equities, fixed income, derivatives, FX, options, etc.).
• Strong analytical and problem-solving skills with the ability to efficiently identify and resolve discrepancies.
• Experience managing teams, mentoring analysts, and fostering a high-performance culture.
• Excellent verbal and written communication skills, with the ability to clearly explain complex financial concepts.

Preferred: 

• Strong knowledge of clearing firm operations, regulatory reporting, and financial compliance.
• Fluency in Spanish (preferred).
• Proficiency in SQL, VBA, or data analysis for reporting and reconciliation automation.
• Experience leading large-scale system transitions or process automation projects.
• Previous experience in a client-facing role with dispute resolution responsibilities.

Education and Certification Requirements: 

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA preferred.
• Finra licenses SIE and S99 must be obtained within 6 months of employment.

Working Environment:

• Hybrid: 3 days per week onsite, 2 days per week remote
• Ability to travel as required.