Finance Operations Analyst

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team The Revenue Billing team consists of a Billing Manager, three Senior Analysts, and an Analyst, who work together to handle quarterly billing calculations, custodian submissions, generating invoices, reconciling fees processed, project-based activities, and servicing our Advisor community. You will report to the Billing Manager and help ensure the completion of daily activities, handle escalations, and lead process improvement plans. Our team calculates and collects quarterly revenue from 130+ advisory businesses. The company recently migrated to a new billing engine and advisory fee review portal, and there are continued enhancements in the pipeline. What You'll Do Participate in key activities in the quarterly billing process Produce and remit quarterly invoices Assist with daily submission of fees/rebates to custodians Assist with reconciliation work around fee submission and cash collections Account termination processing and managing a high volume of requests to keep at a minimum Communicate regularly with internal and external individuals as it relates to billing, collection, custodial, and invoice activities Work closely with teams (Operations, Client Reporting, Technology) to understand the upstream and downstream impacts of billing activities Navigate through multiple systems to reconcile billing calculations, as needed Assist teammates with project-based activities What You'll Bring 3-4 years of billing, public accounting or accounts receivable experience Financial industry experience What We Offer Coverage on the first day of employment for Medical, Dental, and Vision Insurance Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for secondary caregiver) Flexible PTO Plan Hybrid Model Work Schedule (minimum 50% in office) 401k Matching Plan HSA Employer Contributions Student Loan Assistance Pet Insurance AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

Created: 2024-11-05