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Farther Finance

Billing Associate

Billing Associate responsible for executing monthly/quarterly billing cycles, fee analysis, and process improvements in a fintech RIA environment. Requires 2+ years in financial services billing and strong Excel skills.

Dallas, TXFinance & AccountingHybrid2+ YOE
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About the role

Responsibilities

  • Lead end-to-end execution of billing cycles, including custodian uploads, fee analysis, and adjustment processing
  • Build and maintain strong relationships with advisors, providing proactive support on billing matters
  • Analyze complex billing scenarios and develop effective solutions for unique client situations
  • Drive operational efficiency through process improvement initiatives and automation recommendations
  • Partner with custodial firms to resolve account-related challenges
  • Monitor billing accuracy and completeness, identifying and addressing discrepancies proactively
  • Contribute to special projects aimed at scaling billing capabilities
  • Maintain detailed documentation of billing procedures and best practices

Requirements

  • Bachelor's degree with 2+ years of experience in financial services billing or related role
  • Strong analytical mindset with exceptional attention to detail and problem-solving abilities
  • Experience manipulating and analyzing large datasets using Excel or similar tools
  • Demonstrated ability to manage multiple priorities while maintaining accuracy and meeting deadlines
  • Excellence in written and verbal communication
  • Self-starter mentality with proven track record of process improvement initiatives
  • Proficiency in financial software systems and advanced Excel skills
  • Ability to thrive in a fast-paced environment

Nice-to-Haves

  • Experience with major custodians (Charles Schwab, Fidelity, Pershing)
  • Understanding of wealth management operations and client service workflows
  • Knowledge of financial industry compliance requirements and billing regulations
  • Background in process automation and system optimization
  • Previous experience in a high-growth fintech environment

Benefits

  • Competitive comp package
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Skills

ExcelFinancial Software SystemsData AnalysisProcess ImprovementBilling OperationsFee AnalysisCustodian ManagementFinancial Compliance

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