Billing Associate

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. Your Impact 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 proactivelyContribute to special projects aimed at scaling our billing capabilities and enhancing client experience Maintain detailed documentation of billing procedures and best practices The Ideal Match 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 Bonus Points 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 Why Join Us 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 #J-18808-Ljbffr