Senior Associate, Finance (Billing Specialist)

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 billing adjustments in accordance with firm policies
• Support SOX and internal revenue control testing
• Coordinate with internal and external auditors
• Identify and drive process improvements and automation
• Partner with Technology, Operations, and Compliance teams for system enhancements

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 3–5+ years of experience in billing, financial operations, or corporate accounting
• Strong Excel skills including pivot tables and lookups
• Ability to analyze data and reconcile results
• Experience working in a cyclical/period-close environment

Preferred Qualifications

• Experience with Addepar, Workday Financials, or similar ERP systems
• Knowledge of wealth management operations or money movement
• Prior involvement with SOX controls or audit support
• Experience with Power BI, Alteryx, or Power Query

About the Company

SCS is a fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions. Part of Focus Financial Partners, SCS provides an integrated family office and investment platform.