Billing Analyst (Contract)

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).   Our commitment to our culture is demonstrated every day through the Hightower Way.  By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others’ perspectives, and have an uncompromising dedication to excellence.    What You’ll Do Serve as a Hightower brand ambassador by upholding The Hightower Way cultural elements – Mission, Purpose, V.A.L.U.E. Experience, Commitment and Standards, promoting excellence in the internal and external client experience during every encounter Improve consistency in every client and colleague encounter by embodying the core principles of our Hightower V.A.L.U.E. Experience (Validate, Actively Listen, Leverage Resources, Understand Ownership, Express Gratitude) Partner with cross-discipline team members to support collaboration and promote a positive client experience Participate and lead key activities in the quarterly billing process Calculation of fees for billing Produce and remit quarterly invoices Daily submission of fees/rebates to custodians Reconciliation work around fee submission and cash collections Account termination processing Management and tracking of invoices, collections status, and reconciliation to the subledger Communicate regularly with internal and external individuals as it relates to billing, collection, custodial, and invoice activities Work closely with the Revenue Accounting team to ensure proper accounts receivable posting and reconciliation Participate as an active member in testing during the upcoming transition to a new billing engine and advisory fee review portal Work closely with cross-functional teams (Operations, Client Reporting, Technology) to understand the upstream and downstream impacts of key billing activities Navigate through various systems to reconcile billing calculations, as needed   What You’ll Bring        2-3 years of billing or accounts receivable experience Financial industry experience a plus Ability to problem solve and critically think Ability to self-direct and take initiative Strong communications skills - ability to communicate with peers, managers, advisors, custodians Ability to be a strong team player, with a high degree of responsibility Highly detail-oriented    What We Offer Hybrid Model Work Schedule (50% in office) We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals   AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.   You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future