Moneta Group

  • Revenue Cycle Specialist

  • Job Summary

    The Revenue Cycle Specialist is responsible for managing the process of client invoicing for a subset of client teams. This role will encompass the entire revenue cycle and will work closely with client teams, Accounting, and Compliance. The Revenue Cycle Specialist will also provide reporting to assist the teams with revenue reconciliation each month.

    Duties & Responsibilities

    • Creates all invoices for assigned teams and monitors billing queue throughout the month
    • Manages upcoming months’ adjustments and communicates deadlines with teams
    • Monitors and confirms account changes per billing period for invoice accuracy:
      • New clients
      • New accounts
      • Billed/non-billed accounts and assets
      • Closed/transferred accounts
    • Notifies teams of account cash needs per billing period. Confirms all cash balances prior to processing fees at custodians.
    • Prepares and uploads fees to custodians.
    • Confirms payments and closes monthly invoices.
    • Provides revenue reconciliation reporting to teams at month end including:
      • Revenue received
      • Outstanding invoice balances
      • Adjustments processed by household



    • B.S. Business, Finance, or related field preferred
    • One year or more of relevant experience
    • Strong verbal and written communication skills
    • Proficient in Microsoft Office applications and Salesforce CRM
    • Strong problem solving skills
    • Work experience that demonstrates interpersonal and teamwork skills
    • Must be organized, meticulous, detail-oriented, and able to multitask
    • Ability to interact well with external service providers and all employees
    • Commitment to ‘Raving Fan’ service
    • Professional attitude, demeanor, and appearance


    Salary & Benefits

    • Competitive Salary
    • Generous PTO (Paid Time Off)
    • Maternity & Paternity Leave
    • Ongoing Education Programs
    • Professional Certification & Development Reimbursement

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