Billing & Reporting Specialist

Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role is based in our West Hartford, CT office.

Apella is headquartered in CT with offices across the country. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments.

The Billing & Reporting Specialist is responsible for managing billing cycles, processing invoices, generating reports, and ensuring that billing and financial data are accurate and compliant with company policies and regulations. This role requires a keen eye for detail, strong analytical skills, and the ability to work with cross-functional teams to deliver timely and accurate billing services and financial reporting.

• Prepare and process accurate invoices for customers based on contractual terms, usage, and pricing agreements.
• Review billing data and resolve discrepancies related to billing issues, payment discrepancies, and customer inquiries.
• Generate and analyze reports on billing and revenue performance, including daily, weekly, and monthly financial data.
• Collaborate with finance, operations, and advisory teams to ensure that all billing data is correct and complete.
• Ensure all billing records and reports are compliant with accounting standards and company policies.
• Assist in the preparation of financial statements and supporting documentation for audits or other regulatory requirements.
• Maintain and update billing systems, ensuring that all client and contract information is current and accurate.
• Monitor payment schedules and follow up on overdue invoices, providing customers with timely reminders and assistance in resolving payment issues.
• Develop and maintain reporting templates for internal and external stakeholders.
• Generate Quarterly Performance Reports for each advisory team to review and send to clients once approved.
• Participate in system upgrades and enhancements related to billing and reporting software.
• Identify opportunities to streamline billing processes and improve accuracy and efficiency. Other duties as assigned.

• Bachelor’s degree in accounting, Finance, Business Administration, or a related field.
• 2+ years of experience in billing, accounts receivable, or financial reporting.
• Proficiency with Microsoft Excel (pivot tables, VLOOKUP, formulas).
• Strong analytical skills and attention to detail.
• Knowledge of billing cycles, invoicing procedures, and financial reporting practices.
• Ability to work under pressure to meet deadlines and handle multiple priorities.
• Excellent written and verbal communication skills.

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.