Senior Billing Specialist

Where Ambition Meets Innovation 

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. 

Job Overview:

The Senior Billing Specialist will support the creation of routine sponsor invoices and the tracking of receivables, addressing sponsor inquiries, application of cash receipts, revenue accruals, and account reconciliations.

The Billing Team works daily with Sponsor Revenue team to ensure the timely resolution of all billing, cash, and reconciling items.  The team is also focused on implementing process improvements to streamline and enhance efficiency.   The ideal candidate will possess excellent communication and organizational skills and maintain the ability to remain detail-oriented while working in a fast-paced environment.  The ability to adapt appropriately take initiative and assume responsibility is essential for success.

Roles & Responsibilities:

• Prepare and issue routine monthly, quarterly, and ad hoc billing
• Communicate with sponsors on required data for billing, inquiries, cash receipts, etc.
• Prepare standardized monthly reconciliations as part of the accounting close process
• Complete daily cash application
• Monthly review of aged receivables and distribution of collection notices
• Prepare journal entries, flux analysis and other standard accounting functions
• Provide timely support for other miscellaneous billing and cash application requests
• Special projects and Ad Hoc requests assigned

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 1-2+ year of accounts receivable / billing experience
• Bachelor’s degree in Accounting, Finance, Business, or equivalent work experience
• Experience with Excel V-Lookup

Core Competencies:

• Ability to work under pressure and meet tight deadlines
• Ability to work independently and be detail oriented
• Excellent problem-solving skills and ability to handle multiple tasks
• Strong customer service and communication skills 

Preferences:

• Experience with Oracle R12

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26