Billing And Reconciliation Data Jobs

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Billing and Data Analyst

Pure Financial Advisors, Inc. San Diego, CA

San Diego, CA

Today

$60k - $65k/yr Full time Analytical Skills Billing And Reconciliation Billing Operations Analyst

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Job Description

Pure Financial Advisors, Inc. is hiring an entry-level Billing and Data Analyst in San Diego, CA to help maintain accurate, timely quarterly billing and ensure key firm data remains consistent and reliable.

Role Overview

This position supports billing operations across major custodians, assists with reconciliations to surface and resolve data inconsistencies, and helps uphold data and system accuracy through weekly internal audits. The role also includes basic reporting, administrative support, process improvement work, and participation in transition efforts related to M&A data integration.

Key Responsibilities

Assist with quarterly billing processes across major custodians
Complete reconciliations and help identify and resolve data inconsistencies
Support weekly internal audits to ensure system and data accuracy
Prepare basic reports and assist with administrative tasks as needed
Contribute to process improvement initiatives and help streamline data workflows
Support transition efforts associated with M&A data integration

Required Qualifications

Bachelor’s degree required; ideal majors include Accounting, Mathematics, Information Systems, Business, Finance, Economics, or related fields
Strong attention to detail and a commitment to accuracy
Proficiency in Microsoft Excel, including formulas, sorting/filtering, and pivot tables preferred
Ability to learn and utilize data systems such as Salesforce, Tamarac, and Portfolio Center
Excellent organizational and time management skills
Ability to work independently and collaborate with a team
Effective written and verbal communication skills

Preferred Qualifications

1 to 3 years of financial services/billing and/or data management experience is preferred
Basic familiarity with coding languages is a plus, but not required

Tools and Technologies

Microsoft Excel
Salesforce
Tamarac
Portfolio Center

Compensation and Work Arrangement

Salary range: $60,000 to $65,000 annually
This is a non-exempt (hourly) position
Location: On-site in San Diego, CA
A hybrid schedule may be considered after an initial period based on role requirements and performance

Benefits

Health insurance: medical, dental, and vision
FSA and/or HSA plans
Group and voluntary life/accidental death and dismemberment (AD&D) insurance
Long-term disability insurance (LTD)
401(k) plan with an enhanced employer match, including pre-tax, Roth, and after-tax contributions
Generous holiday and paid time off policies

How to Apply

Submit your resume to careers@purefinancial.com.

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