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Full-Time

Client Billing Associate

Confirmed live in the last 24 hours

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Compensation Overview

$46k - $70kAnnually

+ Bonus + Parental Stipend + Tuition Reimbursement + Student Debt Program + Charitable Match + Wellness Program

Entry

Denver, CO, USA

Category
Financial Accounting
Financial Analysis
Management Accounting
Accounting
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in Business, Finance, Accounting or related field
  • 0-3 years accounting experience
  • Experience with MS Excel
  • Experience in the Financial Services industry preferred
  • Analytical and detail oriented
  • Excellent communication skills
Responsibilities
  • Responsible for all billing work on specific clients including fee billing analysis, troubleshooting, 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
  • Collect and reconcile client fees, resolve discrepancies accurately and timely
  • Ensure procedures and policies are executed accurately
  • Special projects as needed
  • Adherence to SLA’s, deliverable deadlines, reporting and collection deadlines for each billing cycle
  • Adherence to and application of 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

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Growth & Insights
Headcount

6 month growth

-7%

1 year growth

-16%

2 year growth

-42%

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