• Leadership & Team Support: Lead, coach, and support settlement analysts, and assign daily tasks and ensure deadlines and service levels are met.
• Settlements Operations: Oversee settlement processing, reconciliations, and exception handling, review and approve settlement transactions, and keep procedures and documentation up to date.
• Risk & Controls: Identify and address operational risks, resolve discrepancies and settlement issue, support audits, reviews, and control testing.
• Cross-Functional Collaboration: Work closely with Billing, Finance, Revenue Assurance, Sales and Customer Success to support smooth operations.
• Process Improvement & Analytics: Identify opportunities to streamline and automate settlement workflows, reconciliations, and reporting while contributing to process standardization and knowledge continuity.
• Post‑secondary education in Finance, Business, Accounting, or related fields.
• Two (2) – Five (5) years' experience in settlements or financial operations, ideally with exposure to utilities, energy markets, or other regulated industries.
• Prior leadership, coaching, or mentorship experience preferred.
• Strong understanding of settlement workflows and controls.
• Good communication, analytical, and organizational skills; high attention to detail and ability to prioritize in a deadline-driven environment.
• Experience with data analytics/visualization (e.g., VBA, Power BI, Power Query); comfort working with large datasets and improving data quality.