Revenue Cycle Specialist

2 weeks ago

Saint Louis, United States Moneta Full time
Job DescriptionJob DescriptionCompany Description

MONETA is a national wealth management 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 Description

The Revenue Cycle Specialist plays a critical role in ensuring the efficient and accurate management of revenue generation processes within our financial services and wealth management firm. This position is responsible for overseeing various aspects of the revenue cycle, including billing, collections, and account reconciliation. The ideal candidate will possess a strong understanding of financial operations, attention to detail, and excellent problem-solving skills. This role will encompass the entire revenue cycle and will work closely with client-facing financial advisory teams, accounting, and compliance departments.

Essential 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, confirming all cash balances prior to processing fees at custodians
  • Prepares and uploads fees to custodians
  • Confirms payments and closes monthly invoices
  • Identifies and investigates any discrepancies, ensuring accurate and up-to-date account information
  • Identifies opportunities for process improvement
  • Provides revenue reconciliation reporting to teams at month end including revenue received and outstanding invoices
  • Adheres to all relevant financial regulations and compliance standards
  • Stays informed about industry best practices
Qualifications

  • B.S. Business, Finance, Accounting, or related field preferred
  • One year or more of relevant experience in financial services industry, preferably in revenue cycle management    
  • Proficient in Microsoft Office applications and Salesforce CRM


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. 

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