Billing & Revenue Associate
Core
Manage client billing functions, execute quarterly billing runs, and ensure accurate client setup in portfolio accounting systems.
Role type
Associate billing and revenue recognition specialist
Builds
Accurate client billing statements and payment reconciliations
Domain
Financial services / Wealth management / Investment operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Portfolio accounting systems (Orion, Addepar), Microsoft Excel, accounts receivable processes, reconciliation, financial reporting, client setup management
Responsibilities
Execute quarterly billing runs, resolve billing issues, prepare and distribute client billing, partner with Accounts Receivable, collaborate on process improvements