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Global Banking Deal Services Billing - Relationship Partner (Team Lead) Vice President

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 4 days ago

No clicks

**Team Lead - Global Banking Deal Services Billing: Vice President (Relationship Partner)** Drive end-to-end billing and receivables execution across M&A, ECM, DCM transactions. Lead regional team handling 25+ clients daily, ensuring timely invoicing and payments. Collaborate cross-functionally to enhance workflows and leverage AI for improved efficiency. Key requirements include proven leadership in matrixed environments, strong transaction lifecycle knowledge, and data-driven approach to streamline processes and reduce client frictions. Proficient in financial systems/tools. Polish language skills required. Enhance your career in this dynamic Billing Team leadership role.

Compensation
Not specified

Currency: Not specified

City
Warsaw
Country
Poland

Full Job Description

Location: Warszawa, Mazowieckie, Poland

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) transactionspartnering 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 improvement
    s

 

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
  • Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives

Global Banking Deal Services Billing - Relationship Partner (Team Lead) Vice President

Compensation

Not specified

City: Warsaw

Country: Poland

J.P. Morgan logo
Bulge Bracket Investment Banks

4 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Team Lead - Global Banking Deal Services Billing: Vice President (Relationship Partner)** Drive end-to-end billing and receivables execution across M&A, ECM, DCM transactions. Lead regional team handling 25+ clients daily, ensuring timely invoicing and payments. Collaborate cross-functionally to enhance workflows and leverage AI for improved efficiency. Key requirements include proven leadership in matrixed environments, strong transaction lifecycle knowledge, and data-driven approach to streamline processes and reduce client frictions. Proficient in financial systems/tools. Polish language skills required. Enhance your career in this dynamic Billing Team leadership role.

Full Job Description

Location: Warszawa, Mazowieckie, Poland

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) transactionspartnering 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 improvement
    s

 

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
  • Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives