You keep numbers clean, invoices tight, and loose ends closed. As a Sr Billing Specialist at Ascensus, you will own monthly invoicing, reconciliations, and plan terminations for retirement plan clients, making sure revenue is accurate and every bill tells the right story.
About Ascensus
Ascensus is a leading independent technology and service platform powering savings plans across America, helping nearly 16 million people save for a better today and tomorrow. The company partners with employers, advisors, and institutions to deliver retirement and savings solutions, grounded in their core values: People Matter, Quality First, Integrity Always®. In this role, you support that mission by keeping the billing engine precise, compliant, and reliable.
Schedule
- Position: Sr Billing Specialist
- Location: Remote – Georgia
- Employment type: Full time
- Work setup: Remote, uninterrupted home workspace with reliable high speed internet (25 Mbps or better, stronger if others share the connection)
- General expectations: Available during standard business hours with family care coverage in place while working
What You’ll Do
- Perform monthly audits of asset based and non asset based invoices to ensure accuracy and completeness.
- Reconcile fees for asset and non asset based plans to the terms listed in service agreements.
- Prepare fee processing requests according to service and compensation agreement terms.
- Handle special and manual invoice requests as needed.
- Prepare and review partner level invoices where applicable.
- Review service agreements for final invoicing related to recordkeeping, miscellaneous, and termination fees.
- Process internal conversions in the billing environment.
- Prepare monthly wire reconciliations and quarterly plan receivable reconciliations as applicable.
- Reconcile final payments prior to plan liquidations and request termination refunds.
- Respond to internal and external billing inquiries, including invoice and reporting requests from Finance and Alliance Partners.
- Update address and phone changes and maintain accurate billing system records.
- Create and maintain documents and procedures to support Sarbanes Oxley requirements.
- Protect confidential client and company data and support Ascensus’ I Client philosophy and core values in daily work.
- Take on other billing duties and special projects as assigned by management.
What You Need
- Bachelor’s degree in accounting, finance, or a related field, or an equivalent mix of training and experience preferred.
- Strong PC skills with 3 to 5 years of experience using Microsoft Office (Excel, Word, Outlook).
- Experience with AS400 and Oracle preferred, but not required.
- Detail oriented mindset with strong organizational and time management skills.
- Solid written and verbal communication skills for working with internal partners and external clients.
- Strong interpersonal skills and comfort interacting with multiple teams and stakeholders.
- Ability to manage multiple priorities, meet deadlines, and operate in a fast paced environment.
- Ability to work independently while also contributing within a team.
- Basic understanding of auditing concepts, account reconciliation, and applied math.
- Proven problem solving skills and the ability to quickly comprehend and analyze data.
Benefits
- Competitive salary based on experience, location, and internal alignment.
- Comprehensive medical, dental, and vision coverage.
- Retirement benefits with 401(k) match.
- Paid time off and company holidays.
- Additional benefits and resources to support your financial, physical, and emotional well being.
If you want a remote role where your eye for detail and love of clean books actually matter, this one is worth a serious look.
Happy Hunting,
~Two Chicks…