Billing Analyst

Job Title: Billing AnalystJob DescriptionOverview:Join the Advisor Relations and Billing Team to ensure all appropriate selling agreements are in place with new and existing financial advisor firms and facilitate payments to these firms and other business partners. You will primarily support retirement product billing. The Billing team manages all aspects of fee billing, including calculation, validation, debiting/crediting, reconciliation, reporting, maintenance, and payment facilitation. The team handles 4 quarterly cycles and 12 monthly billing cycles annually.Responsibilities:

Focus 70% on Retirement; 30% on normal billing/ad hoc tasks

Create SOPs for retirement products

Serve as the go-to person for retirement products

Prepares spreadsheets with calculations for retirement products

Manage and coordinate monthly and/or quarterly billing tasks

Oversee 3rd party/partner payment processes, such as Marketing Support/Premier BD payments

Prepare daily 3rd party custodian fee account reconciliation

Perform daily peer review/QC 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

Proactively identify gaps or challenges in processes, follow through on solutions, and engage in implementation from beginning to end

Hard Skills

Billing

Excel

Accounting

Financial Services

Soft Skills

Great communication

Team player attitude

Process-improvement mindset

Job TypeThis is a Contract-to-Hire position with a duration of 6 Month(s).Work SiteThis is a hybrid position requiring 3 days on-site in Concord, California and two days remote.Work EnvironmentHybrid role- M/F work from home, Tues-Thu on-site. Start time: between 7:30am-8am. Will be working closely with the Billing department, RM's, and Advisors.About Aston Carter: 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.Diversity, Equity & Inclusion At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

Hiring diverse talent

Maintaining an inclusive environment through persistent self-reflection

Building a culture of care, engagement, and recognition with clear outcomes

Ensuring growth opportunities for our people

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 astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.