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Global Banking Deal Services Billing - Relationship Partner (Team Lead) Vice President
Warszawa, Mazowieckie, PolandPosted 6 days ago
hybrid
Job Description
Join the newly established Deal Services Billing Team as a Team Lead!
As a Global Banking Deal Services Billing - Relationship Partner (Team Lead) Vice President in Billing Team, you will own the regional billing operating model and lead end-to-end billing and receivables execution across a portfolio of Mergers and Acquisitions (M&A), Equity Capital Markets (ECM), and Debt Capital Markets (DCM) transactions—partnering closely with deal teams, clients, and internal stakeholders to deliver a consistent, controlled client experience.
Job responsibilities
- Own banker coverage for billing: Serve as the senior point of contact for deal teams, setting billing priorities, 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 with Business Management, Product Control, Legal, Middle Office/Operations, and Tax to remove blockers, escalate appropriately, and close issues quickly.
- Drive improvement: Identify recurring pain points and implement workflow, transparency, and operating model 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.
- 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 priorities roadmap, and reduce friction for deal teams through process simplification and better transparency.
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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.