Senior Associate, Finance (Billing Specialist)

Position Summary

We are seeking a Senior Associate to oversee endtoend billing operations and the collection process. This individual will work closely with the Controller as well as Client Service and Operations teams to ensure accurate and timely billing while supporting strong revenue controls. The right candidate brings a strong work ethic excellent attention to detail and a processimprovement mindset with responsibilities that include maintenance of the billing system internal controls testing and ongoing efforts to enhance efficiency and accuracy across the function.

This role is located in Boston MA.

Primary Responsibilities

• Maintain billing system configuration for all advisory clients
• Execute quarterly fee collection process
• Prepare monthly and quarterly financial reporting support for internal stakeholders
• Manage accounts receivable activities to resolution
• Process any billing adjustments in accordance with firm policies and procedures
• Support SOX/internal revenue control testing
• Coordinate with internal and external auditors by gathering requested schedules support and explanations for billing and revenue activity
• Respond to ad-hoc inquiries from client advisors and other internal partners
• Identify and drive process improvements and automation; serving as a subject matter expert for the billing function.
• Partner with Technology Operations Trading and Compliance to support system enhancements data quality initiatives and control improvements.

Qualifications

• Bachelors degree in Accounting Finance or a related field (or equivalent experience).
• 35 years of experience in billing financial operations corporate accounting or a related finance function.
• Strong Excel skills (e.g. pivot tables lookups large dataset manipulation) and high attention to detail.
• Ability to analyze data reconcile results and communicate findings to finance and non-finance partners.
• Experience working cross-functionally managing deadlines in a cyclical/period-close environment.
• Experience with systems such as Addepar Workday Financials or billing and ERP systems (preferred).
• Working knowledge of custodians money movement and/or wealth management operations (preferred).
• Prior involvement with SOX controls and/or audit support (preferred).
• Experience with automation and reporting tools (e.g. Power Query/Power Pivot Power BI Alteryx or similar).
• Comfort partnering with Technology teams on system enhancements data quality controls and process improvements

This position is an exempt position. The annualized base pay range for this role is expected to be between $90000$100000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

The following language is for US based roles only

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For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.