Associate, Revenue and Billing

Confidential Jobs; Vaughan; Remote; CAD 77,000 - 90,000; Full time

Job summary

A national financial services firm seeks a detail-oriented Associate, Revenue and Billing to support billing operations and revenue reporting. The role involves managing invoicing processes, conducting analysis, and identifying trends impacting business decisions, all within a collaborative team environment.

Benefits

Comprehensive benefits package

Health insurance

Retirement plan contributions

Paid time off

Discretionary bonus opportunities

Qualifications

• 2+ years in corporate finance, FP&A, or revenue-focused role preferred.
• Prior experience with billing processes is a plus.
• Strong analytical and problem-solving skills.

Responsibilities

• Manage monthly billing process from start to finish.
• Collaborate with teams to resolve billing issues.
• Conduct monthly variance analysis on accounts.

Skills

Analytical skills

Problem-solving skills

Detail-oriented

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Business, or a related field

Tools

Microsoft Excel

Microsoft Office Suite

Oracle NetSuite

Microsoft Dynamics

Monday.com

Job description

This range is provided by Confidential Jobs. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$77,000.00/yr - $90,000.00/yr

Job Title: Associate, Revenue and Billing

Location: Remote (U.S.-based)

Department: Finance

Job Type: Full-time | Exempt

Reports To: Director, Revenue and Billing

Travel Required: Minimal (0–10%)

About the Role

We are a national financial services firm seeking a detail-oriented and analytical Associate, Revenue and Billing to join our Finance team. This position plays a key role in executing billing operations, supporting revenue reporting, and identifying trends that drive business decisions. Reporting to the Director, Revenue and Billing, this role offers a strong opportunity for growth within a collaborative, fast-paced environment focused on financial excellence and client service.

Key Responsibilities

• Accurately calculate, set up, and generate fixed and asset-based advisory fee invoices per client agreements.
• Manage the monthly recurring billing process from start to finish.
• Respond to internal and external billing inquiries with clarity, accuracy, and professionalism.
• Collaborate with internal teams, including Retirement Investment Advisors, to resolve billing issues.
• Conduct monthly variance analysis for accounts with notable changes or inconsistencies.
• Work closely with the Cash Application team to research and resolve complex payment matters.
• Support collection efforts on outstanding invoices.
• Provide data analysis and ad hoc reporting as requested.
• Contribute to identifying process improvements that enhance efficiency and reduce risk.
• Monitor client revenue trends and behaviors, providing insights into key drivers.
• Assess the impact of changes such as pricing updates or seasonal shifts on revenue.
• Offer data-informed recommendations to support business decisions.

Qualifications & Skills

Education:

• Bachelor’s degree in Finance, Accounting, Business, or a related field (preferred).

Experience:

• 2+ years in a corporate finance, FP&A, or revenue-focused role.
• Prior experience with billing processes or financial operations is a plus.

Technical Proficiency:

• Proficient in Microsoft Excel and Microsoft Office Suite (Outlook, Word, Teams, Zoom).
• Familiarity with Oracle NetSuite, Microsoft Dynamics, and Microsoft Access preferred.
• Experience with workflow/project management platforms such as Monday.com is a bonus.

Other Attributes:

• Strong analytical and problem-solving skills.
• Detail-oriented with excellent organizational abilities.
• Ability to work independently and cross-functionally.
• Excellent communication skills, both written and verbal.

This is a remote, full-time position. Standard hours are Monday through Friday, 8:00 AM to 5:00 PM (local time), with flexibility based on business needs and manager approval. The role involves sitting at a desk, reviewing documents, using digital tools, and communicating via phone and video platforms.

Compensation

The anticipated base salary range for this role is $77,000 to $90,000, depending on experience, location, and qualifications. The company also offers discretionary bonus opportunities and a comprehensive benefits package, including health insurance, retirement plan contributions, and paid time off.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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