Director of Billing

Company Overview

PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. 

To learn more, visit https://www.pcsretirement.com/

Job Summary

The Director of Billing and Fund Administration is responsible for developing, implementing, and revising billing and funding processes and policies in concert with the 401k, 457, 403b, and IRA recording keeping billing process, ensuring the billing, collection and financial activities of the areas are completed in coordination with the Finance Department of the system. This position is highly visible and requires a strong leader with the ability to prioritize, plan, and direct the department.

Job Responsibilities

• Provide leadership and day to day management of all components of Billing and Accounts Receivable related to the fee’s associated in the platform management of 401k, 403b, 457, and IRA to ensure completeness, accuracy, and timeliness of such functions.
• Mentor and lead a growing team of payments analysts and business operations individuals through ambiguous circumstances and fast paced deliverables
• Ensure the quarterly, annual, and other reports are timely and accurate in conformity with Accounting and Finance GAAP standards.
• Identify industry trends and new technologies processes to facilitate an efficient billing experience and maintain a high-level payment success rate
• Develops, maintains, and communicates accurate and timely Billing and Fund Administration reporting metrics to management.
• Develop, manage, and achieve annual budget for the Billing and Collection department.
• Manage the development of billing/ERP automation improvements to minimize manual “workarounds” in the billing process.
• Ensure Billing and Fund Administration initiatives are aligned, deployed, and maintained per Company policy.
• Assist internal and external audit functions as required.
• Provide leadership and guidance to the Billing staff and Team Leads 
• Perform other tasks as assigned to support the goals of the Billing and Collection team and Company.
• Assists in automating billing production files.

• Bachelor’s Degree with a major in Finance, Accounting or Business 
• 10+ years proven experience in supervising Billing and Fund Administration activities, prior Financial Services background preferred.
• Extensive experience in managing teams, outstanding customer service skills.
• Experience in the implementation and management of automated Accounting and Fund Administration systems.
• Ability to work in a fast-paced environment, demonstrated track record of integrity, effective communication, innovation and excellence.
• Strong written and verbal communication skills, outstanding organizational skills, outstanding team player and ability to meet strict deadlines and commitments
• Knowledge of Retirement plans and industry 
• Experience with Salesforce and Relius platforms 
• Advanced knowledge of Microsoft Excel 
• Knowledge of billing principles, practices, and processes 
• Ability to multi-task and adjust schedules to meet deadlines 
• Ability to communicate effectively verbally and in writing 

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $100,000 and $185,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.