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Senior Billing Specialist at LPL Financial - ApplyBlast

Senior Billing Specialist

LPL Financial

4 months ago

3.5 on Glassdoor

Charlotte

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Billing Specialist creates routine invoices, tracks receivables, addresses sponsor inquiries, applies cash receipts, and handles revenue accruals and account reconciliations. This role collaborates with the Sponsor Revenue team to resolve billing items and implement efficiency improvements within a fast-paced environment.

Responsibilities

Prepare and issue routine monthly and quarterly billing
Communicate with sponsors regarding cash receipts and inquiries
Complete daily cash application and monthly reconciliations
Prepare journal entries and flux analysis
Review aged receivables and distribute collection notices

Skills

Qualifications

Bachelor's degree in Accounting, Finance, Business

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.