Senior Billing & Revenue Associate
Remote · from United States
Core
Prepare, execute, and manage critical client billing functions and ensure accurate client setup in portfolio accounting systems.
Role type
Senior Billing & Revenue Associate
Builds
Accurate quarterly billing runs and client billing distributions
Domain
Financial services / Wealth management
Required skills
Portfolio accounting systems (Orion, Addepar), Microsoft Excel, Accounts Receivable processes, Financial services billing, Reconciliation, Client setup management
Responsibilities
Ensure accurate client setup in portfolio accounting systems, Manage and execute accurate quarterly billing runs, Resolve billing issues and handle ad hoc requests, Prepare and distribute client billing, Partner with Accounts Receivable for payment accuracy, Collaborate across teams for process improvements