Direct Bill Team Lead

Overview

The organization is seeking a Direct Bill Team Lead for its Finance & Accounting department. This role involves overseeing receivables and commission-related accounting processes while providing leadership and support to a high-performing team. It combines hands-on accounting expertise with team leadership responsibilities.

Responsibilities

Team Leadership & Oversight

• Provide daily guidance, direction, and support to accounting associates
• Serve as a subject matter expert for receivables, commissions, cash receipts, and reconciliations
• Assist with onboarding, training, and coaching of team members
• Review team output for accuracy, completeness, and compliance with standards
• Help prioritize workloads and support the team during peak periods
• Foster a collaborative, team-oriented environment

Accounting Operations

• Oversee and perform commission postings, commission statement processing, and cash receipts
• Complete and review account reconciliations and resolve discrepancies
• Coordinate with client service and operations teams to address issues efficiently
• Ensure accurate and timely processing across multiple accounting systems
• Maintain documentation, working files, and standard operating procedures
• Provide backup support across receivables-related functions

Process Improvement & Projects

• Identify opportunities to improve processes, workflows, and system efficiencies
• Support special projects, system enhancements, and reporting needs
• Contribute to documentation, controls, and best practice initiatives
• Adapt to shifting priorities while maintaining quality and accuracy

Requirements

Required Qualifications

• Minimum of 2 years of accounting experience
• Strong understanding of receivables, commissions, and reconciliation processes
• Experience managing high volumes of transactions with accuracy and efficiency
• Advanced Excel skills (including VLOOKUPs, pivot tables, sorting, filtering)
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Strong analytical and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• Experience in a lead, senior, or informal leadership role
• Accounting degree or certification
• Experience in a shared services accounting environment
• Insurance brokerage or commission-based accounting experience

Core Competencies

• Detail-oriented with a focus on accuracy and quality
• Strong organizational and time management skills
• Ability to lead by example and take initiative
• Collaborative mindset with strong communication skills
• Adaptability in a dynamic, fast-paced environment
• Commitment to continuous improvement

Equivalent combinations of education and experience will be considered.

Compensation & Benefits

• Salary range: $64,000 – $68,000 per year
• Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more

Work Model

• Hybrid role requiring 3 or more days in the office

Location

• Nationwide offices with hybrid work model

The organization is an equal opportunity employer and considers all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.