Revenue Cycle Specialist

5 days ago


St Louis, Missouri, United States Moneta Corporation Full time

Job Summary

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.

Key Responsibilities

  • Billing and Collections
    • Creates all invoices for assigned teams and monitors billing queue throughout the month
    • Manages upcoming months' adjustments and communicates deadlines with teams
  • Account Reconciliation
    • Monitors and confirms account changes per billing period for invoice accuracy
    • Notifies teams of account cash needs per billing period, confirming all cash balances prior to processing fees at custodians
  • Financial Operations
    • 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
  • Process Improvement
    • Identifies opportunities for process improvement
    • Provides revenue reconciliation reporting to teams at month end including revenue received and outstanding invoices
  • Compliance and Risk Management
    • Adheres to all relevant financial regulations and compliance standards
    • Stays informed about industry best practices

Requirements

  • 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

Benefits

  • 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


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