Billing Specialist

Stamfordmid

FinanceBilling Specialist

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Quick Summary

Requirements Summary

Run adhoc daily and quarterly client billing process (electronic and paper) for private clients and platforms, sending invoices. Manage and report on collections, late payments and rebates.

Technical Tools

FinanceBilling Specialist

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Greenwich, Connecticut and operates as a part of the Focus Financial network.

Responsibilities

~1 min read

→Bachelor’s degree in accounting or finance
→1+ years of relevant experience
→Mastery of Microsoft Excel
→A positive attitude and high energy level
→Proactive communication and follow-up.
→Ability to solve problems is a must
→Experience, preferably in audit, corporate accounting or financial reporting.
→Excellent verbal and written communication skills
→Impeccable attention to detail
→Experience in the financial services industry a plus

What We Offer

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For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.