Apella Wealth
Overview
The Billing & Reporting Specialist is responsible for managing billing cycles, processing invoices, generating reports, and ensuring that billing and financial data are accurate and compliant with company policies and regulations. This role requires a keen eye for detail, strong analytical skills, and the ability to work with cross-functional teams to deliver timely and accurate billing services and financial reporting. Base pay range
$55,000.00/yr - $65,000.00/yr Responsibilities
Prepare and process accurate invoices for customers based on contractual terms, usage, and pricing agreements. Review billing data and resolve discrepancies related to billing issues, payment discrepancies, and customer inquiries. Generate and analyze reports on billing and revenue performance, including daily, weekly, and monthly financial data. Collaborate with finance, operations, and advisory teams to ensure that all billing data is correct and complete. Ensure all billing records and reports are compliant with accounting standards and company policies. Assist in the preparation of financial statements and supporting documentation for audits or other regulatory requirements. Maintain and update billing systems, ensuring that all client and contract information is current and accurate. Monitor payment schedules and follow up on overdue invoices, providing customers with timely reminders and assistance in resolving payment issues. Develop and maintain reporting templates for internal and external stakeholders. Generate Quarterly Performance Reports for each advisory team to review and send to clients once approved. Participate in system upgrades and enhancements related to billing and reporting software. Identify opportunities to streamline billing processes and improve accuracy and efficiency. Other duties as assigned. Qualifications
Bachelor’s degree in accounting, Finance, Business Administration, or a related field. 2+ years of experience in billing, accounts receivable, or financial reporting. Proficiency with Microsoft Excel (pivot tables, VLOOKUP, formulas). Strong analytical skills and attention to detail. Knowledge of billing cycles, invoicing procedures, and financial reporting practices. Ability to work under pressure to meet deadlines and handle multiple priorities. Excellent written and verbal communication skills. Seniority level
Associate Employment type
Full-time Job function
Administrative and Finance
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The Billing & Reporting Specialist is responsible for managing billing cycles, processing invoices, generating reports, and ensuring that billing and financial data are accurate and compliant with company policies and regulations. This role requires a keen eye for detail, strong analytical skills, and the ability to work with cross-functional teams to deliver timely and accurate billing services and financial reporting. Base pay range
$55,000.00/yr - $65,000.00/yr Responsibilities
Prepare and process accurate invoices for customers based on contractual terms, usage, and pricing agreements. Review billing data and resolve discrepancies related to billing issues, payment discrepancies, and customer inquiries. Generate and analyze reports on billing and revenue performance, including daily, weekly, and monthly financial data. Collaborate with finance, operations, and advisory teams to ensure that all billing data is correct and complete. Ensure all billing records and reports are compliant with accounting standards and company policies. Assist in the preparation of financial statements and supporting documentation for audits or other regulatory requirements. Maintain and update billing systems, ensuring that all client and contract information is current and accurate. Monitor payment schedules and follow up on overdue invoices, providing customers with timely reminders and assistance in resolving payment issues. Develop and maintain reporting templates for internal and external stakeholders. Generate Quarterly Performance Reports for each advisory team to review and send to clients once approved. Participate in system upgrades and enhancements related to billing and reporting software. Identify opportunities to streamline billing processes and improve accuracy and efficiency. Other duties as assigned. Qualifications
Bachelor’s degree in accounting, Finance, Business Administration, or a related field. 2+ years of experience in billing, accounts receivable, or financial reporting. Proficiency with Microsoft Excel (pivot tables, VLOOKUP, formulas). Strong analytical skills and attention to detail. Knowledge of billing cycles, invoicing procedures, and financial reporting practices. Ability to work under pressure to meet deadlines and handle multiple priorities. Excellent written and verbal communication skills. Seniority level
Associate Employment type
Full-time Job function
Administrative and Finance
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