# Billing Associate

**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Dallas, TX
**Role:** Finance & Accounting
**Experience:** 2+ years
**Skills:** Excel, Financial Software Systems, Data Analysis, Process Improvement, Billing Operations, Fee Analysis, Custodian Management, Financial Compliance
**Posted:** 2026-05-28

> 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.

## Job Description

## 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

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