Pooled Trust Billing & Accounts Lead

Sbhonline; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Sbhonline is seeking a detail-oriented Pooled Trust Billing & Accounts Manager in Brooklyn, NY. This role oversees financial operations, including billing, payment processing, and account reconciliations for pooled trust programs.

The ideal candidate will demonstrate strong proficiency in QuickBooks, organizational abilities, and analytical skills while ensuring compliance with detailed financial data management. Join us to enhance operational workflows and financial processes.

Qualifications

• Strong proficiency in QuickBooks and Microsoft Excel.
• Experience with online banking platforms and ACH/payment processing systems.
• Exceptional attention to detail and organizational abilities.

Responsibilities

• Manage all billing and accounts receivable functions for pooled trust accounts.
• Review, prepare, and process invoices and client account transactions.
• Perform monthly account reconciliations and financial reviews.

Skills

Proficiency in QuickBooks

Proficiency in Microsoft Excel

Analytical skills

Attention to detail

Problem-solving skills

Tools

Online banking platforms

ACH/payment processing systems

Job description

Sbhonline is seeking a detail-oriented Pooled Trust Billing & Accounts Manager in Brooklyn, NY. This role oversees financial operations, including billing, payment processing, and account reconciliations for pooled trust programs.

The ideal candidate will demonstrate strong proficiency in QuickBooks, organizational abilities, and analytical skills while ensuring compliance with detailed financial data management. Join us to enhance operational workflows and financial processes.