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Hightower is Hiring a Senior Billing Analyst Near Chicago, IL
Our Story Founded 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). Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others’ perspectives, and have an uncompromising dedication to excellence. Your Future Team The Revenue Billing team consists of an Assistant Billing Manager, and two Senior Analysts who work together to handle quarterly billing calculations, custodian submissions, generating invoices, reconciling fees processed, process improvement projects, and servicing our Advisor community. You will report to the Assistant Billing Manager and the Director of Finance Operations, who help ensure the completion of BAU activities, handle escalations, and lead process improvement plans. Our team calculates and collects quarterly revenue from 130 advisory businesses. There are exciting enhancements that are on the Billing roadmap in the next year, inclusive of migrating to a new billing engine and advisory fee review portal. What You’ll Do Serve as a Hightower brand ambassador by upholding The Hightower Way cultural elements – Mission, Purpose, V.A.L.U.E. Experience, Commitment and Standards, promoting excellence in the internal and external client experience during every encounterImprove consistency in every client and colleague encounter by embodying the core principles of our Hightower V.A.L.U.E. Experience (Validate, Actively Listen, Leverage Resources, Understand Ownership, Express Gratitude)Partner with cross-discipline team members to support collaboration and promote a positive client experienceLead main activities in the quarterly billing processCalculation of fees for billingProduce and remit quarterly invoicesDaily submission of fees/rebates to custodiansReconciliation work around fee submission and cash collectionsAccount termination processingManagement and tracking of invoices, collections status, and reconciliation to the subledgerCommunicate with internal and external individuals as it relates to billing, collection, custodial, and invoice activitiesWork with the Revenue Accounting team to ensure accounts receivable posting and reconciliationParticipate as an active member in testing during the upcoming transition to a new billing engine and advisory fee review portalWork with teams (Operations, Client Reporting, Technology) to understand the upstream and downstream impacts of important billing activitiesNavigate through multiple systems to reconcile billing calculations What You’ll Bring 2 years of billing, accounts receivable or similar experience; financial industry experience Bachelor's degree in Business Administration, Accounting, Finance What We Offer Coverage on the first day of employment for Medical, Dental, and Vision insurance Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for secondary caregiver) Flexible PTO Plan Hybrid Model Work Schedule (50% in office) 401k Matching Plan HSA Employer Contributions Student Loan Assistance Pet Insurance We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable, and inclusive community We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals AN 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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