Billing Analyst jobs in United States
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Hightower Advisors · 22 hours ago

Billing Analyst

Hightower Advisors is a wealth management firm that provides investment, financial and retirement planning services. As a Billing Analyst, you will assist with the accurate termination of accounts related to advisory fee billing, collaborate with advisor teams, and support various billing-related initiatives.

Financial Services
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Comp. & Benefits
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Responsibilities

Support the processing of account terminations by ensuring accurate, timely calculation and execution of client fees and refunds
Communicate and collaborate effectively with advisor teams to ensure alignment and support across the termination and billing process
Address advisor team billing inquiries and deliver prompt, accurate resolutions
Retrieve, organize, and consolidate monthly reports from primary custodians to streamline data review
Monitor, document, and authorize a workflow changes associated with fee adjustments
Support project-based initiatives by ensuring data integrity and accuracy throughout all phases of the project
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
Foster a collaborative and inclusive work environment that encourages teamwork, accountability, and innovation

Qualification

ExcelAnalytical skillsBilling experienceAttention to detailFinancial industry experience

Required

Bachelor's degree in Finance, Accounting, Business Administration, or related field
2+ years of Billing, Accounts Receivable, or related field experience
Strong analytical and problem-solving skills
Attention to detail and accuracy
Proficiency in Excel

Preferred

Financial industry experience

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Mother’s lounge onsite
Flexible PTO plan
Hybrid work schedule (minimum of 4 days in office)
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

Company

Hightower Advisors

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Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Funding

Current Stage
Growth Stage

Leadership Team

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Bob Oros
Chairman and Chief Executive Officer
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Dan Watanapongse
CFO
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Company data provided by crunchbase