Vigilant Wealth Management
Finance Operations Analyst
Vigilant Wealth Management, Chicago, Illinois, United States, 60290
200 W Madison St, Chicago, IL 60606, USAJob Description
Posted Friday, November 8, 2024 at 6:00 AMOur StoryFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).Your Future TeamThe Revenue Billing team consists of a Billing Manager, three Senior Analysts, and an Analyst, who work together to handle quarterly billing calculations, custodian submissions, generating invoices, reconciling fees processed, project-based activities, and servicing our Advisor community. You will report to the Billing Manager and help ensure the completion of daily activities, handle escalations, and lead process improvement plans. Our team calculates and collects quarterly revenue from 130+ advisory businesses. The company recently migrated to a new billing engine and advisory fee review portal, and there are continued enhancements in the pipeline.What You’ll DoParticipate in key activities in the quarterly billing processProduce and remit quarterly invoicesAssist with daily submission of fees/rebates to custodiansAssist with reconciliation work around fee submission and cash collectionsAccount termination processing and managing a high volume of requests to keep at a minimumCommunicate regularly with internal and external individuals as it relates to billing, collection, custodial, and invoice activitiesWork closely with teams (Operations, Client Reporting, Technology) to understand the upstream and downstream impacts of billing activitiesNavigate through multiple systems to reconcile billing calculations, as neededAssist teammates with project-based activitiesWhat You’ll Bring3-4 years of billing, public accounting or accounts receivable experienceFinancial industry experienceWhat We OfferCoverage on the first day of employment for Medical, Dental, and Vision InsurancePaid Parental Leave (16 weeks for the primary caregiver and 8 weeks for secondary caregiver)Flexible PTO PlanHybrid Model Work Schedule (minimum 50% in office)401k Matching PlanHSA Employer ContributionsStudent Loan AssistancePet InsuranceAN EQUAL OPPORTUNITY EMPLOYER:
Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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Posted Friday, November 8, 2024 at 6:00 AMOur StoryFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).Your Future TeamThe Revenue Billing team consists of a Billing Manager, three Senior Analysts, and an Analyst, who work together to handle quarterly billing calculations, custodian submissions, generating invoices, reconciling fees processed, project-based activities, and servicing our Advisor community. You will report to the Billing Manager and help ensure the completion of daily activities, handle escalations, and lead process improvement plans. Our team calculates and collects quarterly revenue from 130+ advisory businesses. The company recently migrated to a new billing engine and advisory fee review portal, and there are continued enhancements in the pipeline.What You’ll DoParticipate in key activities in the quarterly billing processProduce and remit quarterly invoicesAssist with daily submission of fees/rebates to custodiansAssist with reconciliation work around fee submission and cash collectionsAccount termination processing and managing a high volume of requests to keep at a minimumCommunicate regularly with internal and external individuals as it relates to billing, collection, custodial, and invoice activitiesWork closely with teams (Operations, Client Reporting, Technology) to understand the upstream and downstream impacts of billing activitiesNavigate through multiple systems to reconcile billing calculations, as neededAssist teammates with project-based activitiesWhat You’ll Bring3-4 years of billing, public accounting or accounts receivable experienceFinancial industry experienceWhat We OfferCoverage on the first day of employment for Medical, Dental, and Vision InsurancePaid Parental Leave (16 weeks for the primary caregiver and 8 weeks for secondary caregiver)Flexible PTO PlanHybrid Model Work Schedule (minimum 50% in office)401k Matching PlanHSA Employer ContributionsStudent Loan AssistancePet InsuranceAN EQUAL OPPORTUNITY EMPLOYER:
Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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