Job Description
Description
billing Specialist – M& A Integration (Remote)
National financial services firm seeking experienced TPA billing expert for specialized M& A integration role. You'll lead billing workstreams for newly acquired companies, mapping legacy fee schedules, reconciling plan-level data, and migrating billing into enterprise systems.
Requirements: Advanced TPA billing expertise (per-participant fees, compliance service fees, revenue-share structures). Strong GAAP and AR knowledge. Experience with plan-level billing, annual compliance billing, plan terminations, and distribution fees. High proficiency in NetSuite or similar ERP. Proven M& A integration experience in retirement plan or financial services industry. Exceptional analytical skills and attention to detail. Excellent communication ability, especially explaining billing concepts to non-billing teams.
Preferred: Background in TPA, recordkeeper, or retirement plan administration....
billing Specialist – M& A Integration (Remote)
National financial services firm seeking experienced TPA billing expert for specialized M& A integration role. You'll lead billing workstreams for newly acquired companies, mapping legacy fee schedules, reconciling plan-level data, and migrating billing into enterprise systems.
Requirements: Advanced TPA billing expertise (per-participant fees, compliance service fees, revenue-share structures). Strong GAAP and AR knowledge. Experience with plan-level billing, annual compliance billing, plan terminations, and distribution fees. High proficiency in NetSuite or similar ERP. Proven M& A integration experience in retirement plan or financial services industry. Exceptional analytical skills and attention to detail. Excellent communication ability, especially explaining billing concepts to non-billing teams.
Preferred: Background in TPA, recordkeeper, or retirement plan administration....
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