Billing Analyst (Financial Services)

Location: Charlotte, NC, United States; hybrid work schedule with regular office attendance

Base salary: $60,000–$70,000 per year, plus variable incentive compensation and benefits.

Company

hirify.global provides technology, investment solutions, trust services, and consulting support for more than 10,500 financial advisors, with over $150 billion in assets under management.

What you will do

• Administer monthly and quarterly revenue collection and fee billing processes across multiple business units.
• Process and oversee third-party and partner payments, including Marketing Support and Premier BD payments.
• Conduct daily peer reviews, quality control, billing transaction reviews, and fee account setup error checks.
• Implement and review negotiated fee agreements and support accurate fee calculation, validation, debiting, crediting, reconciliation, and reporting.
• Improve billing standard operating procedures and identify process gaps requiring change.
• Collaborate with other teams on ad hoc revenue analysis and follow solutions through implementation.

Requirements

• 3+ years of financial services or billing experience preferred.
• Bachelor’s degree preferred.
• Strong Microsoft Excel skills and ability to learn related business systems quickly.
• Excellent communication, problem-solving, organizational, and prioritization skills.
• Ability to work independently, manage multiple deadlines, and collaborate with cross-functional teams.
• Must be legally authorized to work in the United States; visa sponsorship is not available.

Culture & Benefits

• Values include client success, integrity, respect, excellence, and continuous improvement.
• Flex time or paid time off, plus sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage with HDHP or PPO options.
• HSA employer contribution for HDHP participants, volunteer time off, career development, recognition, and fitness reimbursement.