Billing Analyst

Job Title: Billing Analyst

Job Description

Join our Advisor Relations and Billing Team, where you will play a crucial role in ensuring that appropriate selling agreements are in place with both new and existing financial advisor firms. You will also facilitate payments to these firms and other business partners, managing all aspects of fee billing. This includes fee calculation, validation, debiting/crediting, reconciliation, reporting, maintenance, and facilitation of payments to Financial Advisor Firms, Financial Advisors, and Strategists. The team manages four quarterly cycles and twelve monthly billing cycles annually.

Responsibilities

• Manage and coordinate monthly and/or quarterly billing tasks.
• Process and oversee third-party/partner payment processes, such as Marketing Support/Premier BD payments.
• Prepare daily third-party custodian fee account reconciliation.
• Perform daily peer review and quality control of billing maintenance requests.
• Collaborate with other teams to deliver complex analysis and reporting requests.
• Implement and review negotiated fee agreements.
• Provide subject matter expertise to business partners and support the introduction or enhancement of products and services.
• Continuously upgrade billing standard operating procedures.
• Identify and collaborate with technology partners on system and process improvements.
• Prepare monthly team metrics and daily team dashboard.
• Generate and deliver invoices and billing statements for AssetMark Retirement Plan.
• Monitor the quarterly plan-level revenue collection process for AssetMark Retirement Plans.
• Ensure all billing follow-up procedures are completed within established timelines for AssetMark Retirement Plans.
• Maintain a process-improvement mindset by proactively identifying gaps or challenges and following through on solutions from start to finish.

Essential Skills

• Proficiency in Microsoft Excel, including Vlookup and pivot tables.
• Strong accounting and billing experience.
• Knowledge of financial services industry or financial products, with a preference for experience with retirement-related products.

Additional Skills & Qualifications

• Experience in SaaS billing or the financial services or banking industry is preferred.

Work Environment

This is a hybrid role, with work-from-home options on Monday and Friday and on-site work from Tuesday to Thursday. The start time is between 7:30 am and 8:00 am. You will be working closely with the Billing department, as well as directly with Relationship Managers and Advisors, requiring excellent communication and teamwork skills. The team consists of two Sr Analysts and one Specialist transitioning into an Analyst role. The workplace is located downtown Concord, conveniently across the street from Bart.

This is a Contract position based out of Concord, CA.

The pay range for this position is $35.00 - $40.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Concord,CA.

This position is anticipated to close on Apr 15, 2026.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.