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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
This is a data analysis, quality control, coordinating, routing, and reporting function, designed to ensure all services performed are properly invoiced to the client and all systems are reconciled. This position will compile data and prepare invoices and credit memos for billing. Data compilation includes amounts due from contracts and ensures data integrity across billing systems as well as related analysis for data accuracy to ensure accurate and timely invoicing for services contractually sold.
Job Responsibilities
- Conducts advanced data and financial analysis, data validation, and reporting
- Ensures integrity of data flowing into the billing systems is accurate and complete
- Assists in automating billing production files
- Participates in internal/external audit testing
- Compile and analyze files, records, and reports to review invoicing for reasonableness and accuracy
- Prepares invoices, listing products and/or services sold and amounts due
- Prepare/process credit memorandums/corrective trades to indicate returned or incorrectly billed services
- Enters/uploads information into the billing system or accounting system
- Posts transactions to accounting records such as worksheet, ledger, or computer files
- Assists in special projects
- Provides customer service to internal and external customers and may work closely with third party partners
- Performs other related duties as assigned
Requirements
- Bachelor’s degree preferred
- 2+ years of experience in Billing/Accounting environment
- Knowledge of retirement plans/industry, finance, or other highly regulated service industry preferred
- Intermediate knowledge of MS Access and MS Excel (including building and using formulas)
- Knowledge of business, accounting, billing principles, practices, and processes
- Skilled in financial systems, and data entry
- Able to effectively prioritize, organize, as well as manage and execute tasks.
- Ability to maintain confidentiality
- Knowledge of GP Dynamics and or Confluence
- Strong written and verbal communication skills
- Ability to establish and maintain effective working relationships with employees, clients, and business partners
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 $35,000 and $60,000/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.
