Platform Revenue Senior Analyst

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. The company is seeking a Platform Revenue Senior Analyst to oversee and support the comprehensive revenue collection and billing processes across multiple business segments.

Requirements

• Administer all aspects of the monthly and/or quarterly revenue collection process across different business units within AssetMark, Inc
• Document and review processes and recommend improvements to those processes
• Oversee the completion and assignment of CE tasks
• Review and approve the weekly custodial adjustments
• Perform daily QC and audit/review process of billing maintenance requests
• Prepare the 3rd party custodial fee account reconciliation
• Assist Team leaders with the monthly and quarterly billing cycles
• Effectively communicate any challenges or issues in a summarized fashion to the team lead, and have a full understanding of the team function and dynamics
• Serve as the go-to person for the team for questions and support
• Develop strong partnerships with other departments/functions within AssetMark, Inc
• Work closely with the Billing project/program leader to resolve technology challenges and to enhance processes

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement