Billing Analyst

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.  

We are seeking a motivated, detail-oriented professional to join our team as a Billing Analyst. In this role, you will work closely  with our Finance and Operations teams, as well as other internal departments, to execute and continuously improve our billing 
and collections processes end-to-end. The ideal candidate thrives in a collaborative environment, demonstrates strong analytical  and communication skills, and takes pride in accuracy and process efficiency. Duties and responsibilities include, but are not  limited to:

• Review client contracts and coordinate billing terminations or modifications
• Manage and execute monthly and quarterly billing cycles, ensuring accuracy and timeliness
• Generate billing files, issue firm invoices, and maintain supporting documentation
• Reconcile billing and payment data across systems to ensure consistency and accuracy
• Maintain detailed and up-to-date logs of accounts receivable activity
• Continuously improve billing standard operating procedures (SOPs) for efficiency and scalability
• Partner with technology and cross-functional teams to identify, recommend, and implement process enhancements
• Support audits, reporting requests, and special projects related to billing and revenue operations

• Bachelor’s Degree in Finance, Accounting, Business, or related field
• 1-2 years of experience in financial services or billing operations
• Exceptional attention to detail and analytical problem-solving abilities
• Strong written, verbal, and interpersonal communication skills
• Demonstrated accountability and ownership of assigned responsibilities
• Proven ability to collaborate effectively with cross-functional teams across multiple locations
• Proactive, growth-oriented mindset with a focus on continuous learning and improvement
• Advanced proficiency in Excel and comfort with ERP, CRM, or other financial systems

Upward mobility aren’t just words on a page, it’s embedded in our culture. We look for individuals who are curious, who see gaps and find creative solutions, those who don’t stop until the work is done and always give more than what is asked. We value these individuals and want to see them grow and strive within the company.