Full-Time

Billing Senior Associate

Finance

Updated on 5/26/2026

SCS Financial

SCS Financial

201-500 employees

Wealth management and OCIO services

Compensation Overview

$90k - $100k/yr

+ Bonus

Boston, MA, USA

In Person

Category
Accounting (1)
Required Skills
Power BI
Alteryx
Data Analysis
Excel/Numbers/Sheets
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
  • Experience with automation and reporting tools (e.g., Power Query/Power Pivot, Power BI, Alteryx, or similar)
  • Comfort partnering with Technology teams on system enhancements, data quality controls, and process improvements
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
Desired Qualifications
  • 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)

SCS Financial provides wealth and investment management for ultra-high-net-worth individuals, families, and institutions with fee-only, personalized advisory services. It operates as the Family Office and OCIO division of Focus Financial Partners, offering integrated planning and ongoing investment oversight across a national network. The firm focuses on understanding each client’s objectives and risk tolerance to deliver tailored plans with transparent, client-first service. Its goal is to preserve and grow wealth for future generations while striving to exceed client expectations each day.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

2002

Simplify Jobs

Simplify's Take

What believers are saying

  • Nicole Jackson Leslie's Business Insider Top Private Banker award attracts ultra-high-net-worth clients.
  • Her Boston Business Journal 40 Under 40 status boosts local financial influence.
  • Boston Estate Planning Council secretary role provides industry connections.

What critics are saying

  • Nicole Jackson Leslie's BBH ties erode loyalty, causing 50-70% turnover in 6-12 months.
  • Insigneo partnership fails, blocking product launches in 12-18 months.
  • New trio integration fails, triggering client outflows to BBH in 12-24 months.

What makes SCS Financial unique

  • Nicole Jackson Leslie leads wealth strategy with 21/64 certification and estate planning expertise.
  • Adrienne Penta directs national wealth management with two decades of experience.
  • Lane MacDonald oversees investments as Chief Investment Officer.
  • Insigneo partnership launches private equity fund of funds.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at SCS Financial who can refer or advise you

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Flexible Work Hours

Remote Work Options

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

Conference Attendance Budget

Professional Development Budget

Wellness Program

Mental Health Support

Gym Membership

Phone/Internet Stipend

Home Office Stipend

Family Planning Benefits

Fertility Treatment Support

Growth & Insights and Company News

Headcount

6 month growth

-7%

1 year growth

-7%

2 year growth

-7%
SCS Financial
Sep 23rd, 2025
Nicole Jackson Leslie Joins SCS Financial as Head of Wealth Strategy

BOSTON - September 23, 2025 - SCS Financial is excited to share that Nicole Jackson Leslie has joined the firm as Head of Wealth Strategy.

CityBiz
Jan 8th, 2025
SCS Financial Appoints Adrienne Penta as National Head of Wealth Management

SCS Financial appoints Adrienne Penta as National Head of Wealth Management.

CityBiz
Jun 24th, 2024
SCS Financial Appoints Lane MacDonald as Chief Investment Officer

SCS Financial appoints Lane MacDonald as Chief Investment Officer.

Citywire Americas
Apr 27th, 2022
Insigneo Financial Group partners with SCS Financial

Insigneo Financial Group has joined forces with Boston-based investment firm SCS Financial to build its first range of private equity fund of funds.