Advisors Excel · 5 hours ago
Billing Specialist
Topeka Metropolitan Area
Full-time
Onsite
Entry, Mid Level
2+ years expAdvisors Excel is a fast paced, innovative company that seeks to service independent financial advisors. The Billing Specialist is responsible for ensuring the integrity, accuracy, and efficiency of billing operations by leveraging data analytics and process oversight, while also handling a variety of billing tasks and supporting team members and business partners.
ConsultingFinancial ServicesMarketing
Hiring Manager
Melanie Smith
Responsibilities
Analyze and Reconcile Large Data Sets: Review billing and account data for discrepancies, identify trends, and resolve inconsistencies through deep data analysis
Process Improvement: Work proactively with the team to streamline, automate, and enhance billing processes
Reporting: Generate reports and audit trails to support billing accuracy and business needs; escalate issues and recommend long-term solutions
System Support & Troubleshooting: Support technology tools and assist with business audits
Stakeholder Support: Respond to questions from internal teams and advisors, clarifying details and supporting with data-driven insights
Special Projects: Participate in or lead projects involving data or process transformation
Qualification
Required
Previous professional experience working with problem resolution, data analytics, or technology
Strong Microsoft Excel skills
Ability to independently manage projects/tasks while navigating a variety of competing priorities
Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
Resourceful in solving problems and maximizing resources
Strong attention to detail
Ability to working independently, but also as a collaborative team member
Preferred
Bachelor's degree
2+ years of financial services operations experience
Securities Industry Essentials (SIE) exam or willing to obtain within first 6 months
Orion, or other portfolio management system experience
Benefits
Medical
Dental
Vision
401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Company
Advisors Excel
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-01Private Equity
Leadership Team
Greg Burton
Chief of Staff to CEO
Ryan Fickel
Chief Technology Officer & Chief Information Security Officer
Recent News
2025-08-22
2025-03-04
Company data provided by crunchbase