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Revenue Cycle Specialist
3 months ago
MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.
We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.
Job DescriptionThe Revenue Cycle Specialist is responsible for managing the process of client invoicing for a subset of client teams. This role will encompass the entire revenue cycle and will work closely with client teams, Accounting, and Compliance. The Revenue Cycle Specialist will also provide reporting to assist the teams with revenue reconciliation each month.
Duties and Responsibilities
- Creates all invoices for assigned teams and monitors billing queue throughout the month
- Manages upcoming months’ adjustments and communicates deadlines with teams
- Monitors and confirms account changes per billing period for invoice accuracy:
- New clients
- New accounts
- Billed/non-billed accounts and assets
- Closed/transferred accounts
- Notifies teams of account cash needs per billing period. Confirms all cash balances prior to processing fees at custodians.
- Prepares and uploads fees to custodians.
- Confirms payments and closes monthly invoices.
- Provides revenue reconciliation reporting to teams at month end including revenue received and outstanding invoices.
- B.S. Business, Finance, or related field preferred
- One year or more of relevant experience
- Strong verbal and written communication skills
- Proficient in Microsoft Office applications and Salesforce CRM
- Strong problem solving skills
- Work experience that demonstrates interpersonal and teamwork skills
- Must be organized, meticulous, detail-oriented, and able to multitask
- Ability to interact well with external service providers and all employees
- Commitment to ‘Raving Fan’ service
- Professional attitude, demeanor, and appearance
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.