Senior Associate, Finance (billing Specialist)

Focus Financial Partners

Boston, MA, United States
Base: $90,000–$100,000; bonus/equity: annual cash ...
On-site
Bachelor's degree in accounting or finance
3-5+ years experience in billing or finance
Strong excel skills including pivot tables
This role oversees end-to-end billing operations and the collection process while ensuring accurate and timely billing for advisory clients

Job Summary

  • This role oversees end-to-end billing operations and the collection process while ensuring accurate and timely billing for advisory clients.
  • The successful candidate will support SOX/internal revenue control testing and coordinate with auditors to gather necessary schedules and explanations.
  • The position offers an annualized base salary between $90,000 and $100,000 along with a comprehensive benefits package including medical, dental, vision, and 401(k).

Matching Summary

This role oversees end-to-end billing operations and the collection process while ensuring accurate and timely billing for advisory clients.

Salary

Base: $90,000–$100,000; Bonus/Equity: Annual cash bonus mentioned; Benefits: Medical, dental, vision, life insurance, 401(k)

Skills & Requirements

Must-have

  • Bachelor's degree in Accounting or Finance
  • 3-5+ years experience in billing or finance
  • Strong Excel skills including pivot tables
  • Experience with SOX/internal control testing
  • Ability to manage accounts receivable resolution

Nice-to-have

  • Experience with Addepar or Workday Financials
  • Knowledge of custodians and wealth management
  • Prior involvement with audit support processes
  • Proficiency in Power BI or Alteryx tools
  • Comfort partnering with Technology teams

Key Requirements

  • Bachelor's degree in Accounting, Finance, or related field
  • 3-5+ years of experience in billing or financial operations
  • Working knowledge of SOX controls and audit support preferred

Work Rights

Not specified

Tailored Resume

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