Senior Financial Billing Analyst
Orion
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Job Description
As a Senior Financial Billing Analyst, you will play a key role in ensuring accurate and timely billing processes, revenue recognition, and financial reporting. The ideal candidate has strong analytical skills, attention to detail, a deep understanding of billing systems, and proven ability to manage client relationships effectively. As a Senior Financial Billing Analyst, you will work closely with product development as well as internal and external business partners in the creation and implementation of projects surrounding the internally created billing system. The Senior Financial Billing Analyst will work with projects that include both improvements of legacy processes and procedures as well as customization of the billing processes to accommodate the needs of new business partners through mergers and acquisitions. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In This Role, You’ll Get To
- Lead and manage complex billing cycles, ensuring accuracy and compliance with contractual terms
- Analyze billing data to identify trends, discrepancies, and opportunities for process improvement
- Collaborate with cross-functional teams to resolve billing issues and support revenue operations
- Maintain and improve billing systems and automation tools
- Support month-end and quarter-end close processes related to revenue & billing
- Mentor junior analysts and contribute to team development
- Act as a subject matter expert for billing
- Develop project plan for custom billing needs and monitor project progress
- Evaluate business processes, anticipate requirements, and help implement solutions
- Test newly developed tools and functionality, provide feedback to product development, and communicate findings to other teams
- Act as the lead in internal efficiency projects and process innovation for the Billing team
- Resolve complex billing related issues
- Multi-tasks while maintaining careful attention to detail
- Works effectively both individually and within a team environment
- Works with a sense of urgency to meet deadlines and address competing priorities
- Has effective written, listening, and verbal communication skills
- Has effective problem solving and organizational skills
- Has a strong service mentality with both external clients and internal stakeholders
- Has a minimum of a bachelors degree
- Has a minimum of 3 years of experience
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Salary Range:
$56,046.00 - $82,313.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
About The Company
Orion
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
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