Executive Financial Coordinator

1 week ago


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

Simplicity Group Holdings is seeking a highly skilled Executive Financial Coordinator to join our team and help us establish a billing team that supports our affiliated independent financial advisors.

In this role, you will conduct an analysis of our current billing process, work closely with our leadership team to develop a streamlined structure and process, and manage the monthly billing service for a larger number of affiliated independent financial advisors.

To succeed in this role, you should possess excellent analytical skills, be able to work independently and/or manage a team of analysts, and demonstrate professionalism, persuasive communication, and ability to overcome objections.

The ideal candidate should have experience billing client accounts in Orion, a strong understanding of financial planning principles, and proficiency in Microsoft Excel.

Key Responsibilities:

  • Assess our current process and identify opportunities to improve both timing and accuracy of monthly client billing process
  • Maintain database of affiliated advisor's billing schedules
  • Prepare for and compete monthly client billing and advisor payouts by working closely with Operations and Finance Departments (accounts payable)
  • Collaborate with internal partners including Onboarding, Operations and Technology Development to streamline a process and establish controls to automate the process so that we can support several hundred advisor relationships

Requirements:

  • Bachelor's degree in finance, accounting, or related field
  • 3-5 years' experience in same/similar role(s)
  • Proficiency in Microsoft Excel and experience with Orion billing preferred
  • Prior management and leadership experience preferred

What We Offer:

  • A competitive salary range of $90,000 - $115,000 per year, based on experience
  • Annual performance bonus target: 10% of base salary
  • This is an exempt position
  • Employee benefits (medical, dental, vision, life insurance, other)
  • 401k with employer match
  • Paid Time Off
  • Paid parking


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