Billing Team Lead

1 week ago


Akron, Ohio, United States Simplicity Group Holdings Full time
About the Role

Simplicity Group Holdings is a fast-growing financial holding company seeking a skilled Billing Team Lead to develop and manage our monthly billing service for a larger number of affiliated independent financial advisors.

This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization. The ideal candidate will have excellent analytical and communication skills, with the ability to work independently and/or lead a team of analysts.

Key Responsibilities:

  • Conduct a thorough analysis of our current billing process and develop a streamlined structure
  • Maintain accurate records and databases of affiliated advisor's billing schedules
  • Coordinate with Operations and Finance Departments to prepare and execute monthly client billing and advisor payouts
  • Collaborate with internal partners to implement process improvements and automation

Essential Qualifications:

  • Bachelor's degree in finance, accounting, or related field
  • 3-5 years' experience in a similar role
  • Strong analytical and communication skills
  • Prior management and leadership experience preferred

What We Offer:

  • A competitive salary range of $75,000 - $90,000 per year
  • An annual performance bonus target of 10% of base salary
  • A comprehensive benefits package, including 401k with employer match and paid time off


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