Revenue Operations Associate

Diversify • South Jordan, UT

20h • Onsite

About The Position

This position plays a pivotal role on the finance team, managing the revenue cycle, accounts payable, and bank reconciliations. This is a fast-paced role that requires absolute attention to detail and critical thinking skills to evaluate and resolve complex transactions. This position offers significant opportunities for career development and growth within the company, as well as the chance to learn the wealth management industry. This is a full-time, in-office role stationed at our headquarters in South Jordan, Utah.

Requirements

• Pursuing a bachelor’s degree in accounting, finance, or information systems.
• A thirst for knowledge and a drive for excellence.
• Embody our values of integrity, innovation, and collaboration.
• Exceptional professional demeanor, communication skills, and a collaborative spirit.
• Strong computer and technical skills.
• The ability to analyze data and ensure the accuracy of outputs.
• The ability to create and follow strong internal controls.
• The ability to work unsupervised and think through complex problems.
• Detail-oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.

Responsibilities

• Process revenue transactions using multiple technology platforms.
• Perform audits in the portfolio accounting system for billing accuracy.
• Create invoices in the accounting system using an ETL spreadsheet process.
• Assist with cases from advisors that come through salesforce, including crediting clients’ accounts.
• Work closely with the Controller, Billing Manager, and Revenue Operations Manager to support accounting projects, financial reporting, month end close, and other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level