Billing Specialist
Opportunity
SMArtXAdvisory is a leading innovator of unified managed accounts (UMA)solutions to modernize legacy managed accounts technology acrossthe financial services industry and architect of the SMArtX TurnkeyAsset Management Platform.
SMArtX uniquely builds unified managedaccounts solutions by leveraging its cloudbased technologymicroservices infrastructure and APIs to simplify the investmentmanagement process for enterprise and advisoryclients.
We are looking for a Billing Specialistto join SMArtX. The Billing Specialist will play a crucial role inthe Accounting team maintainingrevenue accuracy.
Roles &Responsibilities
- Providemonthly reporting to clients detailing applicable fees & feecollection statuses.
- Reconcile cash collectionsfrom client accounts at multiplecustodians
- Invoice clients for monthly &quarterly fees
- Calculate payout amounts toadvisors and money managers
- Fulfill clientrefund requests
- Field client inquiries andsubmit and track related support tickets
- Assistfinance department with ad hoc reporting andprojects
- Comfortable working with large datasets
- Learn and navigate new software platformsproprietary to SMArtX
- Communication andOrganization skills with multiple open tasks communicateprofessionally with clients on a dailybasis
- Create and distribute Excelbasedreports
- Manipulate Excel spreadsheets withIndex Matching Pivot tables and Sumifs
- Customerservice experience
- Able to track and follow upwith multiple work tickets
- Maintain and verifyclient pricing within our softwareplatform
Requirements :
- Highproficiency in Microsoft Excel including :
- Pivottables
- Index / Matching
- Sumifs
- Nestedformulas
- SQL Server proficiency is aplus
- 1 years of finance experience is aplus
- 1 years of brokerage service experience isa plus
- Experience working with large datasetsis a plus
- ClientService
- Associate Accounting degree aplus.
SmartX Advisory Solutions wasfounded in 2018 and is a rapidly growing leading financialtechnology firm developing breakthrough innovations in the wealthmanagement industry.
If you want to work in a professional yetrelaxed atmosphere with other dynamic individuals this is the placefor you.
CMS Billing and Coding Specialist
CMS Billing and Coding Specialist. CMS Billing and Coding Specialist. CMS Billing and Coding Specialist. CMS Billing and Coding Specialist. ...
Billing Specialist
As a member of the Accounting Department, the Billing Specialist provides accurate and timely completion of billing as assigned, ensuring that all tasks are completed in accordance with Firm or client billing guidelines or policies. Review aged unbilled WIP and provide status updates to Billing Supe...
Billing Specialist (Part Time)
We are seeking a dedicated Medical Billing Specialist for our Revenue Cycle Team. Knowledge of medical billing practices and of billing reimbursement. In this position you will be responsible for the billing and or collections of insurance claims. Understand Third Party Billing and Collection Guidel...
Data Specialist - Medical Billing/Accounting
We are looking for a passionate, detail oriented, and customer service focused Data Specialist to join our Accounting team in Winter Park. The Data Specialist will support the Early Steps Program by assisting with data analysis and reporting. Prepare and update billing reports. ...
Laboratory Billing and Coding Senior Specialist
The Laboratory Billing and Coding Senior Specialist reviews, develops, and/or modifies client procedures, systems, and protocols to achieve and maintain compatibility with billing requirements and compliance. The Laboratory Billing and Coding Senior Specialist is entrusted with the job of reviewing,...
A/R Billing and Collections Specialist – HMO
A/R Billing and Collections Specialist - HMO. Generate timely billing of assigned payers. A minimum of one (1) year experience working in the business office of a healthcare facility required; Skilled Nursing Facility billing and collections strongly preferred. Must possess knowledge of and demonstr...
Billing & Collections Specialist - West Palm Beach
The Billing & Collections Specialist is primarily responsible for patient billing, collections and accounts receivable activity for all payor sources, in accordance with established policies and procedures. The Billing & Collections Specialist is responsible for account follow-up, resolving billing ...
Billing Specialist
Based in any of our US offices, the Billing Specialist will provide general data entry support to the Central Billing department and Accounting department. The Billing Specialist should strive to provide their assigned attorneys and clients with the highest-quality customer service by becoming a sub...
Tile Coordinator / Billing Specialist
Relevant work experience, preferably in a coordination role.Excellent organizational and time management skills.Strong verbal and written communication abilities.Technical proficiency with office software such as Microsoft Excel, Word and Powerpoint.Analytical and problem-solving skills .Attention t...
Payment Recovery Specialist - Out of State Medicaid Billing - Remote!
The Payment Recovery Specialist reviews claims to make sure that payer specific billing requirements are met, follows-up on billing through payment of the claim, answers inquiries, and updates accounts as necessary. Billing process and procedures (including parameters and requirements of billing). T...