Billing & Revenue Operations Specialist

SCS; Boston (MA); On-site; USD 90,000 - 100,000; Full time

Job summary

SCS, Focus Partners Family Office and OCIO, is seeking a Senior Associate to oversee end-to-end billing operations and the collection process in Boston, MA.

You will collaborate with the Controller, Client Service, and Operations, maintain billing systems, support SOX controls, and drive efficiency improvements. 3–5+ years in billing/financial operations and strong Excel are required; experience with Addepar/Workday is preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience).
• 3–5+ years of experience in billing, financial operations, corporate accounting, or a related finance function.
• Strong Excel skills and high attention to detail.
• Ability to analyze data, reconcile results, and communicate findings to finance and non‑finance partners.
• Experience working cross-functionally, managing deadlines in a cyclical/period‑close environment.
• Experience with systems such as Addepar, Workday Financials, or billing and ERP systems (preferred).
• Working knowledge of custodians, money movement, and/or wealth management operations (preferred).
• Prior involvement with SOX controls and/or audit support (preferred).
• Experience with automation and reporting tools (Power Query/Power Pivot, Power BI, Alteryx, or similar).
• Comfort partnering with Technology teams on system enhancements, data quality controls, and process improvements

Responsibilities

• Maintain billing system configuration for all advisory clients
• Execute quarterly fee collection process
• Prepare monthly and quarterly financial reporting support for internal stakeholders
• Manage accounts receivable activities to resolution
• Process any billing adjustments in accordance with firm policies and procedures
• Support SOX/internal revenue control testing
• Coordinate with internal and external auditors by gathering requested schedules, support, and explanations for billing and revenue activity
• Respond to ad‑hoc inquiries from client advisors and other internal partners
• Identify and drive process improvements and automation; serving as a subject matter expert for the billing function.
• Partner with Technology, Operations, Trading, and Compliance to support system enhancements, data quality initiatives, and control improvements

Skills

Attention to detail

Process improvement

Cross-functional collaboration

Analytical skills

SOX controls awareness

Education

Bachelor's degree in Accounting/Finance

Tools

Excel

Addepar

Workday Financials

ERP systems

Job description

SCS, Focus Partners Family Office and OCIO, is seeking a Senior Associate to oversee end-to-end billing operations and the collection process in Boston, MA.

You will collaborate with the Controller, Client Service, and Operations, maintain billing systems, support SOX controls, and drive efficiency improvements. 3–5+ years in billing/financial operations and strong Excel are required; experience with Addepar/Workday is preferred.