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Jobs via eFinancialCareers · 1 day ago

Manager - Accounts Receivable - Selby Jennings

San Francisco Bay Area

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Selby Jennings is a recruitment firm specializing in financial services, and they are seeking a Manager for Accounts Receivable. The role involves overseeing billing processes, engaging with stakeholders on billing inquiries, and supporting financial reporting and audits.

Responsibilities

Oversee quarterly billing cycles for clients and advisors, including preparation, execution, reconciliation, and adjustments

Ensure accurate fee calculations, manage error resolution, rebates, and account closures

Coordinate fee collection efforts with third-party vendors

Partner with advisors to resolve outstanding balances promptly

Act as the primary resource for advisors on billing questions, discrepancies, and fee-related concerns

Collaborate with internal teams and external partners to address revenue and billing issues

Prepare and review detailed billing and revenue reports, including advisor-level data

Assist with external audits and regulatory reporting requirements

Support Finance leadership with firmwide and board-level reporting needs

Develop and implement scalable billing processes and workflows

Evaluate and enhance technology solutions to improve accuracy and efficiency

Maintain and upgrade billing systems to support organizational growth

Work closely with Finance, Payroll, and Operations to ensure proper revenue recognition and downstream processing

Serve as a liaison between advisors and internal teams for billing-related matters

Qualification

Revenue collectionBilling operationsAdvanced ExcelTechnology adoptionProcess improvementsProject leadershipFinance knowledgeAccounting knowledgeAutonomyCollaboration skills