Billing Analyst

Our client, a growing financial services firm is seeking to grow their billing team with the addition of a Billing Analyst. The Revenue Billing team works together to handle billing calculations, custodian submissions, generating invoices, reconciling fees processed, and servicing our advisor community. You will report to the Billing Manager and help ensure the completion of daily activities, while also being involved in projects related to process improvements. What You'll Do Participate and support in key activities in the billing process such as billing calculations and processing firm-wideCommunicate regularly with internal and external individuals as it relates to inquiries around billing and collectionsGenerate client invoices using ERP systemSupport the team with reconciliation work around fee submission and cash collectionsProcess a high volume of time-sensitive account terminations and communicate status to financial advisor teamsCollaborate with team for project-based activitiesRun billing reports across various systems, as requiredHelp support compliance with company policies, industry standards, and regulatory requirements in all billing activitiesService the advisor community in billing related inquiries, maintaining SLAsMaintain organized and accurate records and documentationWhat You'll Bring Bachelor's degree in Finance, Accounting, Business Administration, or related field2+ years of Billing, Accounts Receivable, or related field experienceFinancial industry experience, preferredStrong analytical and problem-solving skillsExceptional attention to detail and accuracyProficiency in ExcelWhat We OfferCoverage on the first day of employment for medical, dental, and vision insurancePaid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)Mother's lounge onsiteFlexible PTO planHybrid model work schedule (50% in office)Free brand-new gym in the Chicago office 401k matching planHSA employer contributionsStudent loan assistancePet insurance

Created: 2024-11-06