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SalaryMaestro Financial Solutions has rebranded as Trove. Check out trove.net for more information.
Company Overview
Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America. At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Corporate Accountant-Billing Specialist below!
Job Description
We are seeking a Corporate Accountant-Billing Specialist to join our Finance team. We are looking for an experienced Billing Specialist who is interested in growing their accounting career. If you are an energetic, excel-savvy accounting professional searching for an opportunity to own the billing process of a growing financial services team, then we encourage you to apply!
Responsibilities include, but are not limited to:
Oversee time reporting since our billing is based on time
Communicate monthly deadlines to entire staff
Follow-up on unreported time
Clean up incorrectly reported time
Run monthly time reports
Manage billing process
Import monthly time into excel-based client billing spreadsheets
Support client teams with any questions regarding billing
Prepare bills as necessary
Prepare annual updates to billing rates and spreadsheets
Manage collections
Account for all client payments
Monitor Accounts Receivable Aging Report
Communicate delinquencies
Prepare monthly reports that quantify realization, capacity and efficiency
Assist with other corporate finance projects as needed
Qualifications
Bachelor’s degree in accounting or finance required
1-2 years corporate accounting experience preferred
Experience with any of the following preferred: QuickBooks Enterprise, Quickbooks Online, Salesforce and Bill.com
Proficient in all Microsoft Office programs
Specifically creating pivot tables, Vlook-ups and creating reports in Excel
Skills & Experience for Success
Critical thinker
Professional appearance, demeanor, and phone manner
Excellent verbal and written communications skills
Adherence to high confidentiality standards
Proactive approach; keen ability to anticipate needs
Demonstrate good judgment and an appropriate sense of urgency.
Strong attention to detail, accuracy, and the ability to organize, prioritize, and execute successfully in a fast-paced environment
Adhere to deadlines and commitments, follow up as needed
Able to work independently and demonstrate initiative to learn new skills and services
Desire to participate in and contribute to the growth of a small company
Position Reports to:
Director of Finance
Location
This position offers flexibility in terms of location. It can be 100% remote if the candidate resides beyond a commutable distance from one of our five office locations. However, if the candidate is within a commutable distance to one of our office locations, this role will be offered as a hybrid opportunity, allowing for a combination of remote and in-office work after a 120-day training/onboarding period.
Compensation & Benefits
The salary range for this role will be between $65,000-$70,000. (Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role.) We offer an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events.
Equal Opportunity Employer
Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.
