Billing Manager

Orion Advisor Solutions•Omaha, NE

26d•Hybrid

About The Position

As a Billing Manager, you are responsible for the accurate processing of client account bills of Orion Portfolio Solutions accounts, as well as managing the operational billing team to ensure that new and existing accounts are billed timely and accurately. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

Requirements

Has experience with the Orion Advisor Technology platform
Is proficient in Salesforce or Laserfiche systems
Has minimum of a bachelor's degree in accounting, finance or business administration required
Possess minimum of 3 years of experience in billing or accounts receivable
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Responsibilities

Manage billing team to ensure accounts are setup and billed accurately and timely in multiple Orion databases
Manage month-end and quarter-end processes for billing system
Follow up on outstanding client fees
Resolve billing issues such as overpayments, credits or duplicate fees
Work with OPS operations teams including the trading and new accounts teams to ensure new account opening operational processes are handled smoothly
Maintain controls around billing processes and reconciliation between billing system to cash received
Manage projects related to billing changes within system or integrations between billing and other systems
Work with OPS service teams on resolving client billing issues as needed