Senior Billing & Revenue Associate

Overview

This role joins the Billing & Revenue Recognition Team and focuses on preparing, executing, and managing critical client billing functions. Work is fully remote and open to candidates in almost any location.

Responsibilities

• Ensure accurate client setup in the organization’s portfolio accounting systems
• Manage and execute accurate, timely quarterly billing runs, including facilitating billing processes across major custodians
• Resolve billing issues and handle ad hoc billing requests using sound judgment
• Prepare and distribute client billing with precision
• Partner with Accounts Receivable to ensure accuracy across billing and payments
• Collaborate across Billing, Finance, and Operations teams to drive meaningful process improvements

Requirements

• Bachelor’s degree in Finance, Accounting, or a related business field
• 2–4 years of relevant experience preferred, including experience in one or more of the following areas: wealth management, RIA, financial services, investment operations, billing, accounts receivable, portfolio accounting, reconciliation, or related finance/operations work
• Previous operations or finance experience, including billing, account opening, or reconciliation
• Strong proficiency with Microsoft Excel
• Experience working with portfolio accounting systems such as Orion or Addepar
• Highly detail-oriented with the ability to multitask in a fast-paced environment
• A self-starter who demonstrates strong personal integrity and ownership

Compensation & Benefits

Compensation Range: $80,000 - $110,000

Benefits include:

• Health, dental, and vision insurance – day 1
• 401(k) savings and investment plan options with a 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Location

Fully remote; open to candidates in almost any location.

Equal Opportunity & Work Authorization

• Equal Opportunity Employer; does not discriminate based on protected characteristics.
• The organization is committed to working with and providing accommodations to applicants with disabilities or special needs.
• Applicants must be authorized to work for any employer in the U.S.