Note: The job is a remote job and is open to candidates in USA. Carson Group is dedicated to providing trustworthy financial advice and services to clients. They are seeking a Billing Data Analyst to focus on billing functions, reconcile billing data, and support internal partners in maintaining accurate billing processes.
Responsibilities
- Reconcile and identify inconsistencies across multiple data sets to ensure accuracy and completeness
- Assist with the preparation and submittal of billing files for advisory fee accounts at multiple financial custodian firms
- Manage audit reports within client databases to inspect data and identify, research, and resolve issues as needed
- Lead billing-related efforts for partner payouts, including reviewing data, supporting calculations, identifying inconsistencies, and helping ensure payout information is accurate and complete
- Assist in enhancing processes, procedures, and reports to monitor activity, ensure accuracy, streamline processes, and improve efficiencies
- Communicate professionally with customers and internal partners
- Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives
Skills
- Bachelor's degree in accounting, finance, or a related field preferred
- Advanced proficiency in Microsoft Excel required
- Strong attention to detail required
- Strong written and verbal communication skills required
- Strong planning, time management, and organizational skills required
- Ability to work under tight deadlines required
- Minimum of one year of experience in accounting, billing, problem-solving, data analysis, or a related analytical role preferred
- Minimum of two years of experience in a general office environment preferred
- Experience in the financial services industry preferred
- Experience with Salesforce reporting preferred
Benefits
- Bonus potential
- 401(k) plus matching
- Health benefits
- A great working environment
- 401(k) with company contribution
- PTO
- Parental Leave
- Medical
- Dental
- Vision
- Health Savings Accounts
- Flexible Spending Accounts
- Life and AD&D Insurance
- Short and Long-Term Disability
- Work/Life Benefits
- Holistic Wellbeing Programs
Company Overview
Carson Group serves financial advisors and investors through its businesses. It was founded in 2012, and is headquartered in Omaha, Nebraska, USA, with a workforce of 51-200 employees. Its website is https://www.carsongroup.com/.