Jobs · Finance

Billing Specialist (Remote)

Robert Half · Wisconsin, United States · 4 days ago
RemoteRemoteFinanceFull-time

About the role

The National financial services firm seeks an experienced TPA billing expert for a specialized M& A integration role. The ideal candidate will lead billing workstreams for newly acquired companies, mapping legacy fee schedules, reconciling plan-level data, and migrating billing into enterprise systems.

Responsibilities

  • Lead billing workstreams for newly acquired companies
  • Mapping legacy fee schedules
  • Reconciling plan-level data
  • Migrating billing into enterprise systems

Requirements

  • Advanced TPA billing expertise (per-participant fees, compliance service fees, revenue-share structures)
  • Strong GAAP and AR knowledge
  • Experience with plan-level billing, annual compliance billing, plan terminations, and distribution fees
  • High proficiency in NetSuite or similar ERP
  • Proven M& A integration experience in retirement plan or financial services industry
  • Exceptional analytical skills and attention to detail
  • Excellent communication ability, especially explaining billing concepts to non-billing teams

Preferred

  • Background in TPA, recordkeeper, or retirement plan administration
  • Experience with system migrations and post-acquisition integration
  • Ability to create SOPs and integration documentation

Benefits

Remote role with growth opportunity in expanding organization. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

Pay

Competitive compensation and benefits package.

Schedule

Remote role.

Contact

To apply, please email Joe.Faradie at roberthalf.com for immediate and confidential consideration.

Company Information

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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