Senior Billing Specialist

Job Overview

The Senior Billing Specialist will support the creation of routine sponsor invoices and the tracking of receivables, addressing sponsor inquiries, application of cash receipts, revenue accruals, and account reconciliations. The Billing Team works daily with Sponsor Revenue team to ensure the timely resolution of all billing, cash, and reconciling items. The team is also focused on implementing process improvements to streamline and enhance efficiency.

Roles & Responsibilities

• Prepare and issue routine monthly, quarterly, and ad hoc billing
• Communicate with sponsors on required data for billing, inquiries, cash receipts, etc.
• Prepare standardized monthly reconciliations as part of the accounting close process
• Complete daily cash application
• Monthly review of aged receivables and distribution of collection notices
• Prepare journal entries, flux analysis and other standard accounting functions
• Provide timely support for other miscellaneous billing and cash application requests
• Special projects and Ad Hoc requests assigned

Requirements

• 1-2+ years of accounts receivable / billing experience
• Bachelor’s degree in Accounting, Finance, Business, or equivalent work experience
• Experience with Excel V-Lookup

Core Competencies

• Ability to work under pressure and meet tight deadlines
• Ability to work independently and be detail oriented
• Excellent problem-solving skills and ability to handle multiple tasks
• Strong customer service and communication skills

Preferences

• Experience with Oracle R12

Pay Range

$20.85-$34.71/hour

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

Contact Information

Your recruiter will be happy to discuss all that LPL has to offer!