Senior Billing Risk and Systems Analyst

AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. The company is searching for a Senior Billing Risk and Systems Analyst to bring a continuous improvement and controllership mindset to a growing asset management company.

Requirements

• Lead pre-billing audits to ensure the accuracy of billing inputs into the billing system
• Monitor and fix daily billing import errors
• Complete quarterly audits to validate the accuracy and reasonableness of custodial partner billing
• Maintain data integrity and accuracy within the billing system and reports
• Oversee end-to-end controls to ensure the completeness and accuracy of all billing activities in the billing system
• Conduct ongoing risk assessments, identifying key risks and recommending appropriate control measures
• Oversee the effectiveness of risk controls, monitor performance, and implement improvements as needed
• Promote a strong risk-aware culture through consistent communication, training, and best practices
• Partner with the Billing Implementation Manager in billing improvement initiatives and defect fixes
• Support the Billing Operations Manager and the Billing Implementation Manager on mergers & acquisitions and consolidation projects
• Collaborate with cross-functional teams to identify operational, financial, regulatory, and reputational risks
• Facilitate comprehensive reviews of client experience cases, identify root causes and trends, and provide actionable recommendations

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