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Hightower Advisors · 1 week ago

Senior Billing Analyst

Chicago, IL

Full-time

Hybrid

Senior Level

5+ years exp

Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services. As a Senior Billing Analyst, you will assist with the onboarding and termination of accounts related to advisory fee billing, ensuring accurate calculations and collaborating with advisor teams throughout the process.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Compile quarterly termination analyses to identify and remediate accounts eligible for refunds. Communicate findings to advisor teams and prepare supporting documentation for final assessments

Communicate and collaborate effectively with advisor teams to ensure alignment and support across the termination process

Assist with processing of account terminations, ensuring precise calculations and processing of fees and refunds for clients

Perform billing test runs and conduct detailed analyses for onboarding advisory businesses, ensuring accurate establishment of fee attributes and proper system setup

Respond to advisor team inquiries regarding billing and provide resolution

Maintain accurate and organized integration and billing onboarding/termination records, supporting documentation, and audit trails to facilitate internal and external audits

Support project-based initiatives by ensuring data integrity and accuracy throughout all phases of the project

Foster a collaborative and inclusive work environment that encourages teamwork, accountability, and innovation

Assist in governing, adhering, and reporting on internal controls and procedures to maintain regulatory standards, ensure compliance, and reduce errors. Track and support remediation

Qualification

Billing principlesFinancial analysisBilling operationsEnvestnet Wealth ManagementBlack DiamondMicrosoft ExcelAttention to detailOrganizational skillsCommunication skillsTeam collaboration

Required

Bachelor's degree in Finance, Accounting, Business Administration, or related field

5+ years of experience as a Billing Analyst or similar role

Strong understanding of billing principles, financial analysis, and relevant software applications

Proficiency in billing operations and related accounting systems (e.g. Envestnet Wealth Management software, Black Diamond, etc.)

Exceptional attention to detail and accuracy in data analysis and reporting

Strong organizational skills

High level of proficiency in Microsoft suite, including Excel (pivot tables, v-lookup, etc.), Word, Outlook

Effective communication and interpersonal skills to collaborate with diverse teams and interact with clients professionally

Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment

Preferred

Financial services industry and RIA experience preferred

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance

Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)

Mother’s lounge onsite

Flexible PTO plan

Hybrid work schedule (minimum of 3 days in office)

Free brand-new gym in the Chicago office

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Company

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees