Billing Analyst
Veterans Sourcing Group
Pennington, NJ
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JOB DETAILS
SALARY
LOCATION
Pennington, NJ
POSTED
30+ days ago
Location: Pennington, NJ 08534 (Hybrid – 3 days onsite, 2 days WFH)
Alternate Location: Dallas, TX
Pay Rate: $22.00/Hour
Contract Duration: 10 Months + Ext (Depending on work performance)
About the Role:
- The Institutional and Retirement Billing Team supports Workplace Benefits by providing accurate billing and invoicing services for a wide range of retirement and benefit plans.
- This role is crucial in revenue generation, ensuring timely collection, and maintaining accurate fee setup.
- The analyst will also participate in audits, process improvements, and departmental initiatives.
Key Responsibilities:
- Support billing and invoicing for plan sponsors across multiple products (401k, stock plan services, deferred compensation, defined benefit plans, etc.).
- Generate and distribute invoices contributing to multi-million-dollar annual revenue.
- Perform fee collection, receivable reconciliation, and billing rate setup to ensure accuracy and timeliness.
- Stay updated on Retirement Product platform changes, enhancements, and requirements.
- Ensure compliance with department standards, provide management updates, and support audits.
- Research and resolve escalated inquiries from internal and external business partners.
- Assist in maintaining procedural documentation, process maps, and system testing.
- Identify risks, escalate issues, and contribute to risk management efforts.
- Lead or participate in special projects and departmental initiatives.
- Serve as a subject matter expert on billing processes while fostering collaborative relationships across teams.
Required Qualifications:
- 2+ years of experience in reconciliation, billing, project management, trading, or managed products service support.
- General knowledge of accounting and financial reporting.
- Strong organizational skills with the ability to manage multiple deliverables and meet deadlines.
- Excellent written and verbal communication skills.
- Attention to detail and strong problem-solving skills.
- Ability to work independently and resolve complex issues.
- Career-oriented with a growth mindset.
- Proficiency with technology and its use in process improvements.
Desired Qualifications:
- Knowledge of financial products such as mutual funds, alternative investments, managed products, and retirement products.
- Experience in an operational or financial services environment.
About the Company
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