Billing Associate - Hybrid

The Billing Associate supports the accurate and timely processing of client billing by preparing invoices, verifying data, and resolving discrepancies. This role ensures billing compliance, maintains records, and collaborates with internal teams to support financial reporting and client satisfaction. Strong attention to detail, organizational skills, and a service-oriented mindset are essential for success in this position.

Responsibilities

• Invoice Preparation & Processing
  Generate and review client invoices with accuracy, ensuring all charges are properly captured in accordance with contracts and policies
• Data Entry Validation
  Ensure billing data in systems is accurate by reviewing quality controls, validating information to prevent errors, and ensuring clean records
• Discrepancy Resolution
  Research and resolve billing issues or discrepancies by working closely with internal teams such as Finance, Client Services, and Operations
• Client & Advisor Support
  Respond to billing inquiries from internal stakeholders and advisors in a professional and timely manner, providing clarity and resolution when needed
• Reporting & Reconciliation
  Assist in generating regular billing reports and participating in reconciliation efforts to support audit readiness and financial accuracy
• Process Documentation & Compliance
  Maintain documentation of billing procedures and ensure compliance with company policies, regulatory guidelines, and internal controls
• System Maintenance & Improvements
  Support data integrity in billing platforms and contribute ideas to streamline billing processes and enhance efficiency
• Quarter-End & Ad Hoc Projects
  Assist with quarter-end billing cycles and special projects as needed, including cleanup, testing, and reporting

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field preferred
• 1–3 years of experience in billing, invoicing, or financial operations

Skills & Knowledge

• Proficiency in Microsoft Excel (e.g., VLOOKUPs, pivot tables)
• Experience with billing systems or financial software (e.g., Salesforce, Orion, Black Diamond, Alteryx) is a plus
• Strong data entry and analytical skills with a high level of accuracy
• Clear verbal and written communication skills
• Ability to work effectively with cross-functional teams and respond to stakeholders professionally
• Ability to prioritize tasks, meet deadlines, and manage multiple billing cycles simultaneously
• Strong critical thinking skills and a proactive approach to identifying and resolving issues
• Eagerness to learn and contribute to process improvements
• Comfortable working in a fast-paced, evolving environment with shifting priorities

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V

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