17 Billing and Payroll Specialist Jobs in San Francisco, CA
Compound is Hiring a Remote Billing and Payroll Specialist
Overview
Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.
The Billing and Payroll Specialist will play a crucial role within the Compound Planning finance team. The ideal candidate has a background in accounting or billing to lead our monthly and quarterly revenue collection. In this position, you will be responsible for managing all aspects of revenue calculations, collections, and payouts. Please note: this is a remote role.
What you’ll do
Communicate with Advisors and Operations on billing setups
Execute monthly and quarterly bill runs, ensuring accuracy
Calculate and process advisor payouts
Coordinate fee billing reviews with the advisory team
Prepare and process multiple payrolls and payroll corrections
Manage the relationship with our third-party accounting team
Process expense reimbursements for employee expenses
What Success Looks Like
Accurate and timely bill runs
Comprehensive understanding of the billing process
Become the go-to person for all things relating to revenue collections and payouts
Full ownership of the billing and payroll functions
Competencies and Skills
Strong organizational and mathematical skills
Ability to maintain confidentiality regarding financial matters
Proficiency with Microsoft Excel (Basic formulas, Lookups, Pivot Tables)
Exceptional attention to detail
Familiarity with accounting, payroll, and banking software (Rippling/Mercury)
Experience with Orion, Schwab, and Fidelity is preferred
Strong orientation toward following established processes and procedures
Working at Compound
Compound's work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize protecting your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.
Job Summary
Full Time
$73k-100k (estimate)
05/01/2024
06/30/2024
xkey.com
Ca
<25
Related Companies
The job skills required for Billing and Payroll Specialist include Billing, Accounting, Attention to Detail, Confidentiality, Microsoft Excel, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Billing and Payroll Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Billing and Payroll Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Billing and Payroll Specialist positions, which can be used as a reference in future career path planning. As a Billing and Payroll Specialist, it can be promoted into senior positions as a Billing Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Billing and Payroll Specialist. You can explore the career advancement for a Billing and Payroll Specialist below and select your interested title to get hiring information.
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