Billing Analyst

Job Title: Billing Analyst

Job Description

Join our dynamic Advisor Relations and Billing Team responsible for ensuring that all appropriate selling agreements are in place with new and existing financial advisor firms. Facilitate payments to these firms and other business partners, managing all aspects of fee billing including calculation, validation, debiting/crediting, reconciliation, reporting, maintenance, and payment facilitation. The team manages 4 quarterly cycles and 12 monthly billing cycles annually.

Responsibilities

• Manage and coordinate monthly and/or quarterly billing tasks.
• Process and oversee third-party/partner payment processes such as Marketing Support/Premier BD payments.
• Prepare daily third-party custodian fee account reconciliation.
• Perform daily peer review/quality control of billing maintenance requests.
• Work closely with other teams to deliver complex analysis and reporting requests.
• Implement and review negotiated fee agreements.
• Provide subject matter expertise to business partners and support the introduction or enhancement of products and services.
• Continuously upgrade billing standard operating procedures.
• Identify and collaborate with technology partners on system and process improvements.
• Prepare monthly team metrics and daily team dashboard.
• Generate and deliver invoices and billing statements for AssetMark Retirement Plans.
• Monitor the quarterly plan-level revenue collection process for AssetMark Retirement Plans.
• Ensure all billing follow-up procedures are completed within established timelines for AssetMark Retirement Plans.
• Maintain a process-improvement mindset by proactively identifying gaps or challenges in a process that require change and following through on a solution.

Essential Skills

• Strong proficiency in Microsoft Excel, including Vlookup and pivot tables.
• Minimum of two years of accounting/billing experience.
• Familiarity with billing systems and invoice processing.
• Experience in the financial services industry or knowledge of financial products.
• Ability to conduct billing research and perform reconciliation tasks.

Additional Skills & Qualifications

• Experience with retirement-related products is a plus.
• Experience in SaaS billing or the banking industry is preferred.

Work Environment

This is a hybrid role, with work-from-home on Mondays and Fridays, and on-site presence from Tuesday to Thursday. Start time is between 7:30 am and 8:00 am. You will be part of a collaborative team consisting of two Sr Analysts and one Specialist moving into an Analyst role. The workplace is conveniently located downtown, across the street from BART. A professional and team-player attitude with excellent communication skills is essential. The company offers great career growth opportunities and values all team members highly.

Job Type & Location

This is a Contract position based out of Concord, California.

Pay and Benefits

The pay range for this position is $ $35.00/hr.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

• Medical, dental & vision

• Critical Illness, Accident, and Hospital

• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available

• Life Insurance (Voluntary Life & AD&D for the employee and dependents)

• Short and long-term disability

• Health Spending Account (HSA)

• Transportation benefits

• Employee Assistance Program

• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Concord,CA.

Application Deadline

This position is anticipated to close on Nov 5, 2025.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.