[Remote] Analyst, Billing Data
Note: The job is a remote job and is open to candidates in USA. Carson Group is dedicated to providing trustworthy financial advice and services to clients. They are seeking a Billing Data Analyst to focus on billing functions, reconcile billing data, and support internal partners in maintaining accurate billing processes.ResponsibilitiesReconcile and identify inconsistencies across multiple data sets to ensure accuracy and completenessAssist with the preparation and submittal of billing files for advisory fee accounts at multiple financial custodian firmsManage audit reports within client databases to inspect data and identify, research, and resolve issues as neededLead billing-related efforts for partner payouts, including reviewing data, supporting calculations, identifying inconsistencies, and helping ensure payout information is accurate and completeAssist in enhancing processes, procedures, and reports to monitor activity, ensure accuracy, streamline processes, and improve efficienciesCommunicate professionally with customers and internal partnersPerform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectivesSkillsBachelor's degree in accounting, finance, or a related field preferredAdvanced proficiency in Microsoft Excel requiredStrong attention to detail requiredStrong written and verbal communication skills requiredStrong planning, time management, and organizational skills requiredAbility to work under tight deadlines requiredMinimum of one year of experience in accounting, billing, problem-solving, data analysis, or a related analytical role preferredMinimum of two years of experience in a general office environment preferredExperience in the financial services industry preferredExperience with Salesforce reporting preferredBenefitsBonus potential401(k) plus matchingHealth benefitsA great working environment401(k) with company contributionPTOParental LeaveMedicalDentalVisionHealth Savings AccountsFlexible Spending AccountsLife and AD&D InsuranceShort and Long-Term DisabilityWork/Life BenefitsHolistic Wellbeing ProgramsCompany OverviewCarson Group serves financial advisors and investors through its businesses. It was founded in 2012, and is headquartered in Omaha, Nebraska, USA, with a workforce of 51-200 employees. Its website is https://www.carsongroup.com/.