Billing Specialist
Company: Trilogy Financial
Location: Denver
Posted on: October 26, 2024
Job Description:
Description:Company SummaryEstablished in 1999, Trilogy has
grown to be a nationwide firm with clients from coast to coast. We
are committed to building relationships with our clients while
using solid financial principles to manage the over $3 billion
dollars in assets our clients have entrusted us to manage.
Committed to providing opportunities for people to live their best
lives, we continue to recruit and mentor new talent to the
industry. Consequently, our multi-generational staff of over 130
employees understands the needs and perspectives of a wide variety
of client needs. Today, as always, Trilogy lives by its development
motto: never stop growing. Where will Trilogy's story lead? We
believe the sky's the limit.Benefits Summary
- Competitive Compensation
- Comprehensive Health, Dental and Vision Insurance
- Life and Disability Coverage
- Paid Time Off and Holidays
- Employee Advantage Program
- Employee Assistance Program
- 401(k) matching
- Eligible Profit Sharing
- Career Development, Mentorship and Education
- Team Events and Parties
- Achievement Awards and TripsJob SummaryThe Accounting Manager
will be a trusted partner to the Director of Finance, and other
members of the Trilogy Finance team. This role will be responsible
for the execution and analysis of Trilogy's finance activities,
including the financial planning and analysis, accounting,
forecasting, budgeting, tax, treasury, lending, and internal audit
functions. The right candidate will be detail-oriented and
proactive, and able to build constructive and positive
relationships across the organization. The Accounting Manager will
be a valued member of the finance team who will work with the
Director of Finance to execute and manage key accounting functions
within the business.The Accounting Manager will be tasked with
executing the financial management strategy needed to support and
accelerate the Company's short and long-term goals, and over time
will help to build a best-in-class financial reporting and
accounting function. The Accounting Manager will be expected to
provide business and operational analyses, accounting execution,
and help the Director of Finance with outlining key insights
relevant to the senior management team. Key responsibilities
include executing month-end, quarter-end and year-end closes of
financial statements & G/L analyses, conduct financial analyses to
identify trends and variances in the financials, ensure compliance
with government reporting, tax filings, and regulatory standards,
and complete ad hoc reporting and analysis for the Director of
Finance and/or other members of the leadership team.Yearly Salary
Range: $90,000 to $100,000Essential Duties / Responsibilities
- Maintain GAAP Requirements: Establish internal controls and
guidelines and ensure compliance with Generally Accepted Accounting
Principles (GAAP) in all financial reporting and transactions.
- Perform Internal Audits: Accounts to ensure compliance with
state and federal regulations; coordinates with outside auditors
and provides needed information for the annual external audit.
- Day-to-Day Financial Operations: Take a hands-on approach to
manage daily accounting functions and operations.
- Oversee the General Ledger: Maintain and oversee the integrity
of the general ledger, ensuring all transactions are accurately
recorded.
- Execute and Manage Closing Processes: Oversee the production of
periodic financial reports such as month-end, quarterly, and
year-end closing processes, including performing reconciliations
and necessary adjustments in a timely manner. Prepare financial
statements, including income statements, balance sheets, cash
flows, shareholder reports, tax returns, and manage accounting and
financial consolidation activities.
- Journal Entries: Review journal entries to ensure accuracy and
completeness.
- Identify Process Improvement Opportunities: Continuously seek
and implement opportunities for process improvements to enhance
efficiency and effectiveness.
- Supervise and Mentor Team Members: Provide guidance and support
to the accounting team, fostering their professional growth and
development. Coordinate training programs for new staff and
identify training needs for current staff.
- Collaborate with Leadership: Work closely with leadership to
align financial operations with organizational goals and provide
insights for decision-making including ad hoc requests from
leadership from time to time.
- M&A Integration: Ensure accurate and timely integration of
all finance and accounting processes for acquired businesses.
- Performs other related duties as necessary or as
assigned.PM21Requirements:Minimum Qualifications
- Bachelor's Degree in Accounting, Finance or related field
required.
- Possession of a professional accounting designation (CPA or
CA).
- 5+ years of experience in an accounting role.
- Proven experience in accounting with a strong understanding of
GAAP.
- Hands-on experience with general ledger management and
financial closing processes.
- Proficient knowledge in enterprise software tools (NetSuite
preferred)
- Proficiency in preparing and reviewing journal entries.Skills
Requirements
- Strong analytical skills with a focus on process
improvement.
- Demonstrated leadership abilities, including team supervision
and mentorship.
- Clear and effective communication skills and the ability to
collaborate effectively with senior management.
- Experience in Wealth Management industry is preferred, but not
required.
- Financial audit experience is preferred, but not
required.Physical RequirementsThe physical demands described here
are representative of those that must be met by an employee to
successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the functions. While performing the duties
of this position, the employee is regularly required to talk or
hear. The employee frequently is required to use hands or fingers,
handle or feel objects, tools, or controls. The employee is
occasionally required to stand; walk; sit; and reach with hands and
arms. The employee must occasionally lift and/or move up to 10
pounds. Specific vision abilities required by this position include
close vision, distance vision, and the ability to adjust focus. The
noise level in the work environment is usually low to moderate.This
job description does not constitute a contract of employment; the
company may exercise its employment-at-will rights at any time.Work
EnvironmentThis job operates in a professional office environment.
This role routinely uses standard office equipment such as
computers, phones, photocopiers, filing cabinets and fax machines.
This position requires prolonged periods of time sitting or
standing at a desk and working on a computer. The position and
duties must be performed in the branch office. If performing work
in a remote location, all compliance and office safety requirements
apply.Note:This job description in no way states or implies that
these are the only duties to be performed by the employee(s)
incumbent in this position. Employees will be required to follow
any other job-related instructions and to perform any other
job-related duties requested by any person authorized to give
instructions or assignments. All duties and responsibilities are
essential functions and requirements and are subject to possible
modification to reasonably accommodate individuals with
disabilities. To perform this job successfully, the incumbents will
possess the skills, aptitudes, and abilities to perform each duty
proficiently. Some requirements may exclude individuals who pose a
direct threat or significant risk to the health or safety of
themselves or others. The requirements listed in this document are
the minimum levels of knowledge, skills, or abilities. This
document does not create an employment contract, implied or
otherwise, other than an at will
relationship.PI637ab8644b94-31181-35597267
Keywords: Trilogy Financial, Aurora , Billing Specialist, Accounting, Auditing , Denver, Colorado
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