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Description
Exciting career-building opportunity at a rapidly growing company. Hybrid Role – Primarily Remote!
To apply to this role, please send your resume to John Sadofsky at ~~~
Essential Duties & Responsibilities:
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Lead a team of 4-5 associates overseeing the monthly revenue collection and disbursement of all the firm’s Advisory fees by using a complex software system (Orion) to calculate and debit over 100,000 client accounts at all the major custodians and then deposit the Advisor’s portion of the fees into all the Advisor’s bank accounts. There are no invoices. This process uses an advanced software platform to calculate the numbers and debit the client accounts.
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Oversee daily, month-end, and year-end fee process/system activities
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Ensure integrity and accuracy of reported results and reconciliation of all data
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Proactively recommend and implement process, procedural and policy enhancements
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Liaise with and support other finance teams/functions
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Develop and conduct training sessions; maintain and enhance process documentation
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Promote a positive, energetic culture featuring accountability, strong communication, teamwork, collaboration and excellence
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Lead departmental projects and other tasks as assigned
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Monitor and analyze monthly operating results and trends
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Assist internal teams with any necessary analysis and information
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Identify and implement process improvement opportunities
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Develop and maintain all necessary systems, processes, and controls
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Oversee client billing processes to ensure proper calculation, invoicing and recognition of costs and related revenues/fees on a timely basis
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Prepare other time-sensitive reports as required by management
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Provide other work product as assigned
Requirements
Qualifications & Competencies:
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Bachelor’s degree preferably Finance, Economics, Business, or Accounting. MBA a plus.
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7+ years overall Finance and/or billing related work experience with 3+ years of team leadership experience
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Ability to analyze complex data and make sense out of it
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Tenacious Problem Solver
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Meticulous attention to detail, quality and accuracy, meeting deadlines
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Thrive in a high-performance, fast-paced environment
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Balance multiple projects and meet necessary deadlines with limited supervision
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Leadership skills with the ability to drive results both as an individual and/or team contributor
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Detail-oriented with strong decision-making and analytical skills
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Strong interpersonal, oral, and written communication skills
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Advanced knowledge of Microsoft Office suite (Word, PowerPoint, Outlook)
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Advanced Excel skills (Conditional Formatting, Formulas, vLookup, Pivot Tables, VBA, Macros)
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Experience writing queries utilizing SQL for solving data problems a plus
To apply to this role, please send your resume to John Sadofsky at ~~~
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.
Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app (~~~) and get 1-tap apply, instant notifications for AI-matched jobs, and more.
Questions? Call your local office at ~~~. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit ~~~/ for more information.
© 2022 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (~~~) .