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Description
Reports To: VP of Platform Operations
Job Type: Full Time
Who We Are
OneAscent is a family of companies committed to helping people align their financial
decisions with their values—and we take that mission seriously, even if we don't take
ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients
across the country, and we believe excellent work done with the right heart posture can
change lives. Our culture is shaped by five core values we actually live out (not just hang on
the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry
(Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First
—Always
What It Takes to Win in This Role
Billing Operations & Process Management
- Oversee all billing operations including invoicing, payment processing, and reconciliation.
- Ensure billing accuracy, timeliness, and compliance with company policies.
Team Leadership & Development
- Lead and develop the billing team, establishing performance standards and providing coaching.
- Ensure team members have resources and training to execute billing functions effectively.
Process Improvement & Systems Optimization
- Identify and implement billing process improvements to increase efficiency and accuracy.
- Collaborate with finance and technology teams to optimize billing systems and workflows.
Requirements
What You Bring to the Table
Required Qualifications
- Bachelor's degree in accounting, finance, or related field. 5+ years of billing or accounts receivable experience with 2+ years in a supervisory role.
- Strong knowledge of billing systems and accounting principles.
- Excellent leadership and communication skills.
Preferred Qualifications
- CPA or relevant professional certification.
- Experience in financial services industry.
- Advanced Excel skills and experience with financial reporting systems.
- Six Sigma or process improvement certification.
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