Senior Billing Specialist
About The Position
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Senior Billing Specialist will support the creation of routine sponsor invoices and the tracking of receivables, addressing sponsor inquiries, application of cash receipts, revenue accruals, and account reconciliations. The Billing Team works daily with Sponsor Revenue team to ensure the timely resolution of all billing, cash, and reconciling items. The team is also focused on implementing process improvements to streamline and enhance efficiency. The ideal candidate will possess excellent communication and organizational skills and maintain the ability to remain detail-oriented while working in a fast-paced environment. The ability to adapt appropriately take initiative and assume responsibility is essential for success.
Requirements
- 1-2+ year of accounts receivable / billing experience
- Bachelor’s degree in Accounting, Finance, Business, or equivalent work experience
- Experience with Excel V-Lookup
- Ability to work under pressure and meet tight deadlines
- Ability to work independently and be detail oriented
- Excellent problem-solving skills and ability to handle multiple tasks
- Strong customer service and communication skills
Nice To Haves
- Experience with Oracle R12
Responsibilities
- Prepare and issue routine monthly, quarterly, and ad hoc billing
- Communicate with sponsors on required data for billing, inquiries, cash receipts, etc.
- Prepare standardized monthly reconciliations as part of the accounting close process
- Complete daily cash application
- Monthly review of aged receivables and distribution of collection notices
- Prepare journal entries, flux analysis and other standard accounting functions
- Provide timely support for other miscellaneous billing and cash application requests
- Special projects and Ad Hoc requests assigned
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Senior
