Apella Wealth · 16 hours ago
Billing & Reporting Specialist
West Hartford, CT
Full-time
Onsite
Entry, Mid Level
$55K/yr - $65K/yr
2+ years expApella Wealth is an established and fast-growing wealth management firm that is expanding to new markets. The Billing & Reporting Specialist is responsible for managing billing cycles, processing invoices, generating reports, and ensuring the accuracy and compliance of financial data.
AdviceFinancial ServicesWealth Management
Responsibilities
Prepare and process accurate invoices for customers based on contractual terms, usage, and pricing agreements
Review billing data and resolve discrepancies related to billing issues, payment discrepancies, and customer inquiries
Generate and analyze reports on billing and revenue performance, including daily, weekly, and monthly financial data
Collaborate with finance, operations, and advisory teams to ensure that all billing data is correct and complete
Ensure all billing records and reports are compliant with accounting standards and company policies
Assist in the preparation of financial statements and supporting documentation for audits or other regulatory requirements
Maintain and update billing systems, ensuring that all client and contract information is current and accurate
Monitor payment schedules and follow up on overdue invoices, providing customers with timely reminders and assistance in resolving payment issues
Develop and maintain reporting templates for internal and external stakeholders
Generate Quarterly Performance Reports for each advisory team to review and send to clients once approved
Participate in system upgrades and enhancements related to billing and reporting software
Identify opportunities to streamline billing processes and improve accuracy and efficiency. Other duties as assigned
Qualification
Required
Bachelor's degree in accounting, Finance, Business Administration, or a related field
2+ years of experience in billing, accounts receivable, or financial reporting
Proficiency with Microsoft Excel (pivot tables, VLOOKUP, formulas)
Strong analytical skills and attention to detail
Knowledge of billing cycles, invoicing procedures, and financial reporting practices
Ability to work under pressure to meet deadlines and handle multiple priorities
Excellent written and verbal communication skills
Company
Apella Wealth
At Apella, our focus is You.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Sweeny
Chief Executive Officer
Diana Bacon, CFP®
Senior Wealth Advisor and Partner
Recent News
2025-07-01
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