Senior Associate, Finance (Billing Specialist)

Focus Financial Partners•Boston, MA

5h•Onsite

About The Position

We are seeking a Senior Associate to oversee end‑to‑end billing operations and the collection process. This individual will work closely with the Controller, as well as Client Service and Operations teams, to ensure accurate and timely billing while supporting strong revenue controls. The right candidate brings a strong work ethic, excellent attention to detail, and a process‑improvement mindset, with responsibilities that include maintenance of the billing system, internal controls testing, and ongoing efforts to enhance efficiency and accuracy across the function. This role is located in Boston, MA.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience).
3–5+ years of experience in billing, financial operations, corporate accounting, or a related finance function.
Strong Excel skills (e.g., pivot tables, lookups, large dataset manipulation) and high attention to detail.
Ability to analyze data, reconcile results, and communicate findings to finance and non-finance partners.
Experience working cross-functionally, managing deadlines in a cyclical/period-close environment.
Comfort partnering with Technology teams on system enhancements, data quality controls, and process improvements

Nice To Haves

Experience with systems such as Addepar, Workday Financials, or billing and ERP systems (preferred).
Working knowledge of custodians, money movement, and/or wealth management operations (preferred).
Prior involvement with SOX controls and/or audit support (preferred).
Experience with automation and reporting tools (e.g., Power Query/Power Pivot, Power BI, Alteryx, or similar).

Responsibilities

Maintain billing system configuration for all advisory clients
Execute quarterly fee collection process
Prepare monthly and quarterly financial reporting support for internal stakeholders
Manage accounts receivable activities to resolution
Process any billing adjustments in accordance with firm policies and procedures
Support SOX/internal revenue control testing
Coordinate with internal and external auditors by gathering requested schedules, support, and explanations for billing and revenue activity
Respond to ad-hoc inquiries from client advisors and other internal partners
Identify and drive process improvements and automation; serving as a subject matter expert for the billing function.
Partner with Technology, Operations, Trading, and Compliance to support system enhancements, data quality initiatives, and control improvements.