About this opportunity
Hightower Advisors lists this Senior Billing Analyst opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Billing AnalystFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).As a Senior Billing Analyst, you will assist with the accurate onboarding and termination of accounts related to advisory fee billing. You will report to the Manager, while also working with two analysts. You will help implement processes and protocol, while working with other departments, and to accomplish the team's goals. Together, this team will support ongoing reporting & analysis, account terminations, and integration activities. This team will also help manage risk, integrate new advisor teams, enhance financial controls, and contribute to the achievement of the organization.What You'll DoCompile quarterly termination analyses to identify and remediate accounts eligible for refunds. Communicate findings to advisor teams and prepare supporting documentation for final assessments.Collaborate with advisor teams to ensure agreement and support across the termination process.Help process account terminations, ensuring precise and timely calculations and processing of fees and refunds for clients.Perform billing test runs and conduct detailed analyses for onboarding advisory businesses, ensuring accurate establishment of fee attributes and proper system setupRespond to advisor team inquiries regarding billing and provide timely resolution.Maintain accurate and organized integration and billing onboarding/termination records, supporting documentation, and audit trails to facilitate internal and external audits.Support project-based projects by ensuring data integrity and accuracy throughout all phases of the project.Foster a collaborative and inclusive work environment that encourages teamwork, accountability, and new ideas.Assist in governing, adhering, and reporting on internal controls and procedures to maintain regulatory standards, ensure compliance, enhance efficiency, and reduce errors. Track and support remediation.What You'll BringBachelor's degree in Finance, Accounting, Business Administration, or related field5+ years of experience as a Billing Analyst or similar roleFinancial services industry and RIA experience preferredStrong understanding of billing principles, financial analysis, and relevant software applicationsProficiency in billing operations and related accounting systems (e.g. Envestnet Wealth Management software, Black Diamond)Exceptional attention to detail and accuracy in data reporting, data analysis and reportingHigh level of proficiency in Microsoft suite, including Excel (pivot tables, v-lookup), Word, OutlookEffective communication and interpersonal skills to collaborate with diverse teams and work with clients professionallyAbility to work independently, prioritize tasks, and meet deadlines in a fast-paced environmentWhat We OfferCoverage on the first day of employment for medical, dental, and vision insurancePaid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)Mother's lounge onsiteFlexible PTO planIn-office Monday through Thursday and work from home on FridaysFree brand-new gym in the Chicago office401k matching planHSA employer contributionsStudent loan assistancePet insuranceBase salary of up to $90,000 plus discretionary bonus (exact base salary amount will be dependent on experience)AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Worksite address
chicago, IL, 60601, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.