Billing Operations Analyst

2 weeks ago


Akron, Ohio, United States Simplicity Group Holdings Full time
Job Description

Position Title: Billing Operations Analyst

Reports to: EVP, Wealth

Department: Wealth

Classification: Full-time; Exempt

Summary / Job Objective: Simplicity Wealth is looking for a skilled professional to lead the development of a billing team dedicated to supporting our network of independent financial advisors. The selected candidate will conduct a comprehensive evaluation of our existing billing procedures and collaborate with our leadership team to create an efficient structure and process that can accommodate our expanding business. This role involves close interaction with senior executives at Simplicity Wealth to manage the monthly billing services for a growing number of affiliated independent financial advisors. The ideal candidate should possess a strong drive, a service-oriented mindset, and the ability to work independently or lead a team of analysts.

Essential Job Functions: Success in this role will depend on professionalism, effective communication, and the ability to navigate challenges in a fast-paced environment while maintaining a focus on critical thinking and detail orientation. Experience with billing client accounts in Orion is advantageous.

Primary Responsibilities:

  • Evaluate the current billing process and identify areas for improvement in both timing and accuracy.
  • Maintain a comprehensive database of billing schedules for affiliated advisors.
  • Prepare and execute monthly client billing and advisor payouts in collaboration with Operations and Finance Departments.
  • Work with internal teams, including Onboarding, Operations, and Technology Development, to enhance processes and establish controls for automation, enabling support for numerous advisor relationships.
  • Assist leadership in performing financial analyses of individual advisor practices and support our Advisor Relationship / Practice Management teams.

Qualifications:

  • Bachelor's degree in finance, accounting, or a related field.
  • 3-5 years of experience in similar roles.
  • Proficiency in Microsoft Excel; experience with Orion billing is preferred.
  • Prior management and leadership experience is preferred.

Core Competencies:

  • Analytical thinking.
  • Relationship building and service orientation.
  • Ability to thrive in both team and individual settings.
  • Strong communication skills.

Compensation & Benefits:

Compensation will be based on experience.

  • Base salary: $75,000 - $90,000.
  • Annual performance bonus target: 10% of base salary.
  • This is an exempt position.

Benefits:

  • Comprehensive employee benefits (medical, dental, vision, life insurance, etc.).
  • 401k with employer match.
  • Paid Time Off.
  • Paid parking.


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