Billing Analyst

Description:

Aston Carter is seeking a Billing Analyst to join their Advisor Relations and Billing Team. The role focuses on managing all aspects of fee billing, ensuring selling agreements are in place, facilitating payments, reconciling accounts, and maintaining reporting accuracy across monthly and quarterly billing cycles. This is a hybrid contract role based in Concord, CA, offering hands-on billing experience with opportunities for process improvement and career growth.

Key Responsibilities:

• Manage and coordinate monthly and/or quarterly billing tasks.

• Process and oversee third-party/partner payment processes, including Marketing Support and Premier BD payments.

• Prepare daily custodian fee account reconciliations and perform peer review/quality control of billing requests.

• Implement and review negotiated fee agreements.

• Provide subject matter expertise to business partners and support product/service enhancements.

• Continuously upgrade billing SOPs and collaborate with technology partners on process improvements.

• Prepare monthly team metrics and dashboards; generate invoices and billing statements.

• Monitor quarterly plan-level revenue collection for AssetMark Retirement Plans and ensure billing follow-ups are completed on time.

• Identify process gaps and implement solutions for continuous improvement.

Qualifications:

• Strong proficiency in Microsoft Excel (Vlookup, pivot tables).

• Minimum 2 years of accounting/billing experience.

• Familiarity with billing systems and invoice processing.

• Knowledge of financial services or financial products.

• Experience in retirement products or SaaS/banking billing preferred.

Work Environment:

• Hybrid schedule: on-site Tuesday–Thursday, remote Monday and Friday.

• Collaborative team with career growth opportunities.

• Start time: 7:30–8:00 AM.

Benefits (if eligible):

• Medical, dental & vision

• Critical Illness, Accident, and Hospital coverage

• 401(k) Retirement Plan (pre-tax and Roth post-tax)

• Life Insurance (Voluntary Life & AD&D)

• Short and long-term disability

• Health Spending Account (HSA)

• Transportation benefits

• Employee Assistance Program

• Paid Time Off (PTO) and vacation

Application Deadline:

• November 5, 2025

About Aston Carter:
Aston Carter provides corporate talent solutions in accounting, finance, HR, procurement, supply chain, and administrative professions. With a global presence and a focus on client and talent excellence, Aston Carter is a ClearlyRated Best of Staffing® double diamond winner.