Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.
The Billing and Payroll Specialist will play a crucial role within the Compound Planning finance team. The ideal candidate has a background in accounting or billing to lead our monthly and quarterly revenue collection. In this position, you will be responsible for managing all aspects of revenue calculations, collections, and payouts. Please note: this is a remote role.
What You’ll Do
Communicate with Advisors and Operations on billing setups
Execute monthly and quarterly bill runs, ensuring accuracy
Calculate and process advisor payouts
Coordinate fee billing reviews with the advisory team
Prepare and process multiple payrolls and payroll corrections
Manage the relationship with our third-party accounting team
Process expense reimbursements for employee expenses
What Success Looks Like
Accurate and timely bill runs
Comprehensive understanding of the billing process
Become the go-to person for all things relating to revenue collections and payouts
Full ownership of the billing and payroll functions
Competencies And Skills
Strong organizational and mathematical skills
Ability to maintain confidentiality regarding financial matters
Proficiency with Microsoft Excel (Basic formulas, Lookups, Pivot Tables)
Exceptional attention to detail
Familiarity with accounting, payroll, and banking software (Rippling/Mercury)
Experience with Orion, Schwab, and Fidelity is preferred
Strong orientation toward following established processes and procedures
Working at Compound
Compound's work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize protecting your time and potential. You’ll work with exceptional teammates, who want to help you succeed. $84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.
Compensation Range: $60K - $70K
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Management
Referrals increase your chances of interviewing at Compound by 2x