Billing Specialist – Pittsburgh, PA

3 weeks ago

Pittsburgh, Pennsylvania, United States Fort Pitt Capital Group Full time

Fort Pitt Capital Group – an independent Registered Investment Advisor (RIA) – is currently seeking a Billing Specialist to join our Operations team. The primary focus of this role is to ensure the accurate and timely calculation and invoicing of payments due to the firm. The successful candidate will be responsible for the maintenance, execution, and reconciliation of the firm's client billing processes. Familiarity with billing methodologies, best practices, and software used within Registered Investment Advisors or similar financial institutions is essential.
Key Responsibilities

Billing Execution: Calculate and execute the firm's quarterly and monthly billing processes using advanced Portfolio Management, Billing, and Reporting Software
Invoicing: Generate and send accurate invoices to the firm's clients in a timely manner
Data Entry: Enter billing information accurately into the firm's accounting and billing software
Issue Resolution: Address and resolve billing disputes and client queries with professionalism and efficiency
Refund Processing: Calculate and process client refunds as required
Reporting: Provide detailed reporting and invoicing for firm solicitors, and assist with audits related to referral networks
Approval Management: Oversee the advisor billing approval process, ensuring compliance with internal controls
Vendor Communication: Liaise with vendors and firm management to resolve billing discrepancies promptly
Reconciliation: Reconcile billing records with bank statements and other financial documents to ensure accuracy
Bonus Program Management: Calculate the firm's sales bonus program and provide accurate reporting to the Finance and Management Teams
Financial Reporting: Produce financial reports for review by the firm's Finance and Management Teams
Fee Estimates: Provide advisors with accurate fee estimates for potential and existing clients
System Maintenance: Maintain and update the firm's fee and payout schedules in the Portfolio Management, Billing, and Reporting Software
Audit Collaboration: Work with the Back Office team to conduct regular audits and resolve billing and invoicing discrepancies
Documentation Standards: Develop, communicate, and enforce standards for the documentation and organization of electronic files and data deliverables in collaboration with Operations Department teammates
Compliance: Work with the Chief Compliance Officer (CCO) to ensure all billing processes comply with company policies and relevant regulations
Team Collaboration: Actively participate in team meetings, offering ideas and suggestions to enhance client satisfaction and operational efficiency

Qualifications

Education:

Bachelor's degree in Finance, Accounting, or a related field; equivalent work experience may be considered

Experience:

Minimum of 3 years of practical experience in billing, accounting, or a closely related financial role
Extensive experience within the financial services industry, with a strong focus on billing and invoicing processes, is preferred

Technical Skills:

Advanced proficiency in Microsoft Excel, including the use of complex formulas, pivot tables, and data analysis tools
Proficiency in Microsoft Office Suite (Word, PowerPoint, Outlook)
Hands-on experience with Orion Connect or similar Portfolio Management, Billing, and Reporting Software is highly desirable

Knowledge, Skills, & Abilities:

Exceptional accuracy and attention to detail in all billing and financial tasks
Solid understanding of billing methodologies, best practices, and invoice management processes
Proven ability to follow up on invoices and resolve billing issues promptly
Strong collaborative skills with the ability to work effectively within a team structure and across various departments
Excellent multitasking abilities with a talent for prioritizing and managing time efficiently
Demonstrated problem-solving skills with a track record of successfully resolving billing and financial discrepancies
Ability to work independently in a dynamic environment while maintaining a high level of precision and detail orientation
In-depth understanding of the financial services industry, particularly in billing practices and regulatory compliance, is preferred
Familiarity with the operational and service standards of a Registered Investment Advisor (RIA) is preferred
Knowledge of relevant laws and regulations, including those pertaining to billing, data protection, and SEC compliance, is preferred

Position Details

Location: Green Tree, PA location (Foster Plaza)
Reporting To: Operations Manager
Schedule: Monday – Friday, 8:30 am – 5:00 pm

Occasional evening and weekend work may be required as job duties demand

Work Arrangement: After 6-months, 4 days in-office and 1 day remote
Employment Type: Full-Time (40 hours per week),
Travel: Little to no travel required

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