Billing Associate

## About the Role The billing team is responsible for developing and executing the billing process for all of the services we provide to our advisory clients. As a Billing Associate, you will ensure timely and accurate processing of monthly and quarterly billing cycles while driving continuous improvement of our billing operations. The ideal candidate combines a strong understanding of financial transactions, excellent analytical capabilities with the ability to support both advisors and internal stakeholders in delivering an exceptional billing experience. ## Responsibilities - Lead end-to-end execution of billing cycles, including custodian uploads, fee analysis, and adjustment processing with highest accuracy standards - Build and maintain strong relationships with advisors, providing proactive support and clear communication on billing matters - Analyze complex billing scenarios and develop effective solutions for unique client situations - Drive operational efficiency through process improvement initiatives and automation recommendations - Partner with custodial firms to resolve account-related challenges and ensure seamless billing operations - Monitor billing accuracy and completeness, identifying and addressing discrepancies proactively - Contribute to special projects aimed at scaling our billing capabilities and enhancing client experience - Maintain detailed documentation of billing procedures and best practices ## Requirements - Bachelor's degree with 2+ years of experience in financial services billing or related role - Strong analytical mindset with exceptional attention to detail and problem-solving abilities - Experience manipulating and analyzing large datasets using Excel or similar tools - Demonstrated ability to manage multiple priorities while maintaining accuracy and meeting deadlines - Excellence in written and verbal communication, with ability to explain complex billing concepts clearly - Self-starter mentality with proven track record of process improvement initiatives - Proficiency in financial software systems and advanced Excel skills - Ability to thrive in a fast-paced environment and adapt to changing priorities - Strong team player with professional demeanor and client-service orientation ## Nice to Have - Experience with major custodians (Charles Schwab, Fidelity, Pershing) - Understanding of wealth management operations and client service workflows - Knowledge of financial industry compliance requirements and billing regulations - Background in process automation and system optimization - Previous experience in a high-growth fintech environment ## What We Offer - Competitive comp package that rewards impact - Work alongside some of the brightest minds in fintech - Ground-floor opportunity at a fast-scaling startup - Chart your own growth path as we expand - Full health benefits + 401(k) matching & Roth IRA options - Unlimited PTO