Sr. Revenue Accountant

About Us

Diversify Advisor Network is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.

We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.

Learn more about us at https://joindiversify.com.

About the Position

As a Senior Revenue Accountant within the Systems Team at Diversify Advisor Network, you will play a pivotal role in maintaining the organization's technological infrastructure. Your responsibilities will include fully owning the revenue and billing function and will also include managing various systems critical to our operations, such as Orion, Salesforce, DocuSign, and custodial platforms. Your expertise and communication skills will contribute to ensuring the smooth functioning of our accounting function and our technology ecosystem regarding the full revenue cycle.

Key Responsibilities

• Revenue & Billing Management:
  • Subject matter expert and primary owner of revenue and billing management function.
  • Build and adapt billing procedures for evolving business and advisory needs.
  • Collaborate closely with operations and accounting on quarterly billing through Orion platform.
  • Provide prompt responses to internal billing inquiries.
• Leadership and Innovation:
  • Lead projects and drive process innovation within the systems team.
  • Contribute to the preparation of documents for SEC/FINRA audits.
  • Prepare quarterly AUM/AUA figures.
• Technology Implementation and Training:
  • Develop and implement technology business plans for new advisors.

Key Traits:

This role plays a critical role in supporting operations and facilitating the onboarding of new advisors. This requires a proactive approach to managing billing processes, strong expertise in relevant systems, and the ability to lead initiatives at enhancing efficiency and effectiveness.

• Exceptional Attention to Detail: Demonstrates a sharp eye for detail, ensuring precision and accuracy in all tasks and processes.
• Responsiveness: Exhibit a proactive and timely response to inquiries and requests from internal stakeholders, including operations, accounting teams, and advisors.
• Effective Communication Skills: Demonstrate the ability to communicate clearly and professionally over phone calls or video meetings with advisors, conveying complex information in a digestible manner and fostering productive interactions.

Qualifications:

• 3-5 years of experience in revenue management and billing.
• Preferred experience at a wealth management firm.
• Bachelor’s degree or equivalent experience in accounting or finance.

Benefits

• Core Benefits - Medical with HSA and FSA options, dental, and vision.
• Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
• Great Team Culture - Team members consistently rave about great colleagues.
• Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 11 paid holidays, and 2 days for giving back.

Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V

We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen.