Scsfinancial

Scsfinancial

Senior Associate, Finance (Billing Specialist)

Boston, MA · Senior

Sponsorship not specified$90k-$100kDetected 63 days ago
Data VisualizationComplianceFinancial AnalysisAccountingExcelERPHRISFinancial ReportingInternal AuditAccounts Payable

About the role

  • We are seeking a Senior Associate to oversee end‑to‑end billing operations and the collection process.
  • This individual will work closely with the Controller, as well as Client Service and Operations teams, to ensure accurate and timely billing while supporting strong revenue controls.
  • Execute quarterly fee collection process

Responsibilities

  • Maintain billing system configuration for all advisory clients
  • Prepare monthly and quarterly financial reporting support for internal stakeholders
  • Manage accounts receivable activities to resolution
  • Support SOX/internal revenue control testing
  • Coordinate with internal and external auditors by gathering requested schedules, support, and explanations for billing and revenue activity
  • 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.
  • Respond to ad-hoc inquiries from client advisors and other internal partners

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.
  • 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
  • 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.
  • Prior involvement with SOX controls and/or audit support (preferred).
  • This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$100,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.
  • SCS is a fiduciary wealth and investment management firm serving some of the world's most ambitious wealth creators - ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.
  • SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS's team is supported by a modern, scalable technology infrastructure that enhances SCS's ability to deliver a seamless, proactive, white‑glove client experience.
  • SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

Nice to have

  • 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).

Compensation

  • The annualized base pay range for this role is expected to be between $90,000–$100,000 base salary compensation range.
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