Billing Analyst
IEQ CapitalLos Angeles, California, United States
Posted October 23, 2025
75000 - 110000 USD year
Full Time
About the Company
IEQ Capital is a Registered Investment Advisor managing $36.8 billion in RAUM, dedicated to transforming traditional wealth management by integrating intellectual and emotional quotient into investment strategies. Focused on delivering exceptional results through a values-oriented culture that fosters client connection and collaboration, IEQ helps clients achieve their financial goals without the limitations of larger organizations.
Job Description
IEQ Capital is seeking a motivated Billing Analyst to join their team. The role focuses on improving billing and collections processes, with a focus on accuracy, efficiency, and collaboration. This is a client-centric role within an employee-owned company. The company emphasizes a values-oriented culture, fostering connection and collaboration.
Requirements
- Review client contracts and coordinate billing terminations or modifications
- Manage and execute monthly and quarterly billing cycles
- Generate billing files, issue firm invoices, and maintain supporting documentation
- Reconcile billing and payment data
- Maintain detailed and up-to-date logs of accounts receivable activity
- Continuously improve billing standard operating procedures
- Partner with technology and cross-functional teams
- Support audits and reporting requests
Benefits
- Career Growth
- Collaborative Environment
- Values-Oriented Culture
