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Senior Billing Analyst jobs in United States
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Hightower · 17 hours ago

Senior Billing Analyst

Hightower is a wealth management firm that provides investment, financial and retirement planning services. As a Senior Billing Analyst, you will execute billing processes, ensure compliance with regulations, and optimize billing procedures while collaborating with various teams within the organization.
RetailHome ServicesManufacturingFurnitureWholesale
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Growth Opportunities
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Responsibilities

Assist with the end-to-end billing process, ensuring accurate fee processing to clients
Review and support the implementation & continuous improvement of billing procedures to maintain regulatory controls, enhance efficiency, and reduce errors
Review billing calculations and resolve discrepancies to ensure accuracy and completeness of billing information
Work directly with various custodians to process fees/refunds
Analyze financial data related to billing, receivables, and collections to identify trends, variances, and opportunities for improvement
Reconcile cash collections against transactions in the general ledger and bank accounts by working cross-functionally
Optimize revenue collection through tracking and executing upon Accounts Receivable policy
Serve as a point of contact for billing inquiries, effectively communicating with clients, internal stakeholders, and cross-functional teams, while maintaining SLAs
Maintain accurate and organized billing records, supporting documentation, and audit trails to facilitate internal and external audits
Collaborate with cross-functional teams to resolve issues and support the implementation of process improvements to increase productivity and reduce manual efforts
Ensure compliance with company policies, industry standards, and regulatory requirements in all billing activities
Manage workload effectively, prioritize activities, and deliver work within established timelines

Qualification

Billing operationsFinancial analysisEnvestnet Wealth ManagementBlack DiamondAttention to detailMicrosoft ExcelMicrosoft WordMicrosoft OutlookEffective communicationInterpersonal skills

Required

Bachelor's degree in Finance, Accounting, Business Administration, or related field
5+ years of experience as a Billing Analyst or similar role
Financial services industry and RIA experience
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
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

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 (4 days in office)
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

Company

Hightower

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Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors.

Funding

Current Stage
Growth Stage

Leadership Team

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Jenna Geigerman
President / COO
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Natalie Hartkopf
Chairman/Co-Owner
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Company data provided by crunchbase