What are the responsibilities and job description for the Billing Manager position at Carson Group?
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. Its the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The Billing Manager will focus on all billing functions on a daily, weekly, monthly and quarterly basis. This includes leading and working alongside the team that prepares and processes account fee billings, commission processing, and account reconciliations. The Billing Manager must be able to work well under tight deadlines.
What To Expect
- Work with the Billing and Agreements team to prepare and audit billing on Advisory Fee Accounts at multiple financial custodian firms
- Work with the Billing team to produce Advisory Fees Payments/Production Reports for Wealth Advisors
- Audit billing-related account activity to ensure completeness and accuracy of system information
- Reconcile billings by verifying entries, comparing system reports to balances, researching and resolving any outstanding issues
- Assist in enhancing processes, procedures, and reports to monitor activity, ensure accuracy, streamline processes, and enhance efficiencies
- Perform such other reporting, accounting, financial, or administrative tasks as may be required from time to time by CFO, VP of Finance or other management team members.
What You Need
- High proficiency in Excel required
- Attention to detail
- Analytical and research skills
- Written and verbal communication skills
- Planning, time management and organizational skills
- Knowledge of Orion billing system is preferred
- Salesforce reporting experience is preferred
Preferred Education and Experience
- Bachelors degree in accounting, finance or similar field of study is preferred
- Minimum of two years in a general office environment
- Experience in the financial industry is preferred
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
