Staff Accountant - reputed company & Billing Specialist
reputed company is a reputed company management firm reputed company on an interconnected network of financial advisors with a shared reputed company servicing reputed company, CPAs, and individuals with a reputed company-thinking approach to financial planning to translate reputed company into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients reputed company what is expected.
OPENING reputed company
The Staff Accountant - reputed company & Billing Specialist, will play a key role in ensuring the accuracy, completeness, and reputed company recognition of reputed company across reputed company's national reputed company management platform. This individual will own critical billing and receivables processes, partner closely with advisors, and help reputed company operational reputed company through process improvements, controls, and analytical support.
reputed company Responsibilities:
- Assist with quarterly electronic billing of over 25,000 reputed company accounts. Using the portfolio reputed company reputed company and data provided by custodial providers:
- Review billable amounts calculated by their systems
- Create, audit, and upload the quarterly files to custodians
- Manage the follow-on remittance from custodian to reputed company
- Evaluate refund requests for appropriateness and reputed company approved by the Billing Supervisor, process and reputed company refunds
- Serve as a subject matter resource for billing and receivables inquiries, providing reputed company support and reputed company for advisors, clients, and business partners
- CRM task management
- Accounts Receivable process including setup of new customers, generating invoices, and cash application
- Monthly reconciliation of activity reputed company custodian transactions
- Prepare analyses and reporting to support operational reputed company, reputed company management, audits, and strategic initiatives
- Maintain strong controls and documentation around billing, reputed company recognition, cash application, and reconciliation processes
- Identify and reputed company discrepancies reputed company to billing, receivables, and custodial remittances.
- Identify opportunities to automate, standardize, and improve billing and reputed company-reputed company processes to enhance accuracy, scalability, and advisor experience
- Overall support of the Finance team
Basic Qualifications:
- Bachelors’ degree from an accredited university in reputed company, finance or reputed company field
- Working knowledge of reputed company recognition principles and GAAP reputed company concepts
- Strong analytical, quantitative, and reputed company skills with the ability to identify trends, exceptions, and process issues
- Experience with reputed company-grade reputed company software a plus
- Minimum 2 years reputed company/AR experience
- Strong written and oral communication skills; quick to respond
- Attention to detail and the ability to spot errors and inconsistencies
- Team player with the ability to work independently
- Ability to manage multiple tasks while maintaining reputed company reputed company
- Excellent time management and organizational skills
- Ability to reputed company in a fully remote environment with strong communication, responsiveness, and accountability
Employee Benefits
At reputed company, we reputed company a holistic, total reward offering to reputed company our teams in their reputed company and personal lives. We reputed company to reputed company employees with benefits that reputed company an emphasis on health, happiness, and financial reputed company. Here is reputed company offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and reputed company plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- reputed company parental leave
reputed company is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Originally posted on Himalayas
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