INACTIVE
Full-Time
Client Billing Associate
Data aggregation and analytics platform
Data & Analytics
Fintech
Compensation Overview
$46,000 - $70,000Annually
Junior, Mid
Denver, CO, USA
Requirements
- Bachelor's degree in Finance or Accounting required
- 2-4 years accounting experience required
- Experience with MS Excel required
- Experience in the Financial Services industry preferred
- Must be analytical and detail oriented
- Excellent communication skills required
Responsibilities
- Responsible for all billing work on specific clients including fee billing analysis, trouble shooting, adjustment billing, fee billing procedural documentation and process analysis
- Processing client billings with all available custodians
- Reconciling current billing dashboard with client fee account debits
- Compiling and analyzing billing data on a monthly basis related to revenue recognition
- Assist in financial and SOX audits quarterly and annually
- Special projects as needed
- Adhere to and apply Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
Company Stage
M&A
Total Funding
$742M
Headquarters
Redwood City, California
Founded
1999
Growth & Insights
Headcount
6 month growth
↓ -8%1 year growth
↓ -17%2 year growth
↓ -43%Benefits
Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision
401(k) Match
On-site Flu Shots
On-site Biometrics Screening
Employee Assistance Program (EAP)
Life Insurance and AD&D
Short and Long Term Disability
On-site Gym
Fully Stocked Kitchen
Tuition Reimbursement
Employee Referral Bonus
Casual Dress Code
Mobile Reimbursement
INACTIVE