Billing Analyst
Apollon Wealth ManagementCharleston, SC
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Overview
Schedule
Full-time
Education
Bachelor's/Undergraduate Degree
Career level
Senior-level
Remote
Hybrid remote
Job Description
Billing AnalystReports to: Director of BillingStatus: ExemptRemote or Hybrid
The Billing Analyst is responsible for managing and supporting the firm’s billing processes across Practifi and Orion. This role handles billing data maintenance, billing cycle execution, audits, reconciliations, payment posting, and reporting to ensure accurate client billing and advisor compensation.Responsibilities: Practifi Billing Tasks
- Maintain and update billing-related fields and data within Practifi, including:
- Fee details
- Payout details
- ADV details
- Previous advisor information
- Zero balance approval fields
- Billing start dates
- Payee updates
- Manage and relate households for billing purposes.
- Maintain indirect billing relationships.
- Approve and process zero balance accounts when required.
- Close accounts and calculate refunds when applicable.
- Track and manage uncollectable balances.
- Maintain and update billing adjustment spreadsheets including:
- Fee refunds
- Successfully collected fees
- Uncollectables
- Trade errors
- Fee corrections.
Orion Billing Responsibilities
- Post client payments within Orion.
- Manage and execute billing cycles.
- Run audits of Orion data to ensure accuracy.
- Run mock billing cycles and provide results to advisors along with:
- Accounting Reports- Payable Summary (including by rep), Cash Funding
- Run live billing cycles and provide results to accounting along with:
- Accounting Reports- Payable Summary (including by rep), Billing Data & Payee Query
- Submit fee files.
- Reconcile completed billing cycles.
- Push funds to TD Bank related to billing activity.
Billing Monitoring and Audits
- Maintain and review household accounts in Orion.
- Run regular audits including:
- Unassigned Accounts Audit
- Stale Accounts Audit
- Zero Balance Audit.
- Monitor and manage AdvicePay invoices.
- Close Pontera accounts and calculate refunds when required.
- Process SMARTX IMA updates based on billing-related requests.
- Bachelor’s Degree in Accounting, Finance, Business or related field
- Experience in billing, operations, or financial services preferred.
- Experience working with CRM or portfolio management systems such as Practifi or Orion preferred.
- Strong Excel skills and ability to manage spreadsheets and billing data.
- Strong attention to detail and organizational skills.
- Ability to manage recurring billing cycles and deadlines.
- Strong analytical and reconciliation abilities.
- Must maintain confidentiality
- Ability to ensure compliance of firm’s policies and procedures
- Attention to detail with strong oral and written communication skills
- Ability to prioritize and multitask
- Strong interpersonal skills
- Strong organizational and documentation skills
- Creative, flexible, and persistent in completing tasks
- Strong initiative; ability to work independently
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FAQs About Billing Analyst Jobs at Apollon Wealth Management
What is the work location for this position at Apollon Wealth Management?
This job at Apollon Wealth Management is located in Charleston, SC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Apollon Wealth Management?
Employer has not shared pay details for this role.
What employment applies to this position at Apollon Wealth Management?
Apollon Wealth Management lists this role as a Full-time position.
What experience level is required for this role at Apollon Wealth Management?
Apollon Wealth Management is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is Bachelor's/Undergraduate Degree. Candidates with relevant qualifications or equivalent experience may also be considered.
What is the process to apply for this position at Apollon Wealth Management?
You can apply for this role at Apollon Wealth Management either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.