Associate, Revenue & Billing

As one of the nation’s premier firms for retirement plan consulting and wealth management, SageView is built on the principles of exceptional service, collaborative teamwork, and an unwavering commitment to promises kept. Our team of dedicated professionals is devoted to enhancing the financial well-being of our clients, and SageView has become the destination of choice for top financial professionals and advisory teams nationwide. Like you, we are committed to consistently exceeding client expectations. Recently, Forbes once again recognized SageView as one of America’s Top RIA Firms, highlighting our commitment to exceptional client service and long-term financial stewardship.

If you’re seeking an environment where your work is valued, where clients are the priority, and where you receive the support needed to grow and succeed, SageView is where you’ll find it—and more.

Since 1989, SageView Advisory Group, an SEC-Registered Investment Advisor (RIA), has proudly served retirement plan sponsors and individual clients across the U.S. Our expertise includes 401(k), 403(b), 457, defined benefit, and deferred compensation plans, as well as comprehensive wealth management services for individuals and families. Headquartered in Newport Beach, CA, SageView operates over 30 offices nationwide, advising on $235 billion in retirement assets (AUA) and $4 billion in advisory assets under management (AUM).

Are you detail-oriented, analytical, and ready to make an impact in a fast-growing financial services firm? SageView Advisory Group is seeking an Associate, Revenue & Billing to join our Finance team. In this role, you’ll help ensure accuracy in revenue reporting, support billing processes, and provide meaningful financial analysis that drives business decisions.

This is a fantastic opportunity to gain hands-on experience in corporate finance while collaborating with colleagues across the firm. If you thrive in a fast-paced, client-focused environment and enjoy problem-solving, we’d love to hear from you.

What You’ll Do

Prepare and generate accurate advisory fee invoices in accordance with client agreements.

Execute monthly recurring billing workflows with precision.

Partner with Retirement Investment Advisors and internal teams to resolve billing issues quickly and effectively.

Respond to client and advisor inquiries with clarity and professionalism.

Perform monthly variance analysis and research unusual trends.

Collaborate with the Cash Application team to resolve payment issues.

Assist with collections on outstanding invoices.

Conduct ad hoc financial analyses and present insights to management.

Identify opportunities to improve processes, efficiency, and accuracy.

Education: Bachelor’s degree in Finance, Accounting, Business, or related field (preferred).

Experience:

2+ years in corporate finance, FP&A, or a related role.

Billing or revenue experience a plus.

Technical Skills:

Proficiency in Microsoft Office (Excel, Outlook, Word, Teams).

Experience with Oracle NetSuite, Microsoft Dynamics, Microsoft Access, or Monday.com (preferred).

Strong analytical skills and attention to detail.

Ability to collaborate across teams and communicate clearly.

#LI-LISP

At SageView, we are proud to offer a comprehensive and flexible benefits package designed to support the well-being and needs of our employees. We believe in providing benefits that help employees thrive both professionally and personally. Our benefits are tailored to offer high-quality coverage while allowing for choices that best suit individual needs and family circumstances.

Three medical plan options — one includes free medical & dental coverage for employees (dependent coverage at a cost)

Additional paid plans available for medical and dental coverage

Vision plans available

Supplemental health options (Accident, Hospital Indemnity, and Critical Illness insurance)

Employee Assistance Program (EAP) for mental health, legal, and financial counseling

Caregiving support through Cariloop

401(k) plan with employer matching contributions

Numerous paid holidays and a generous time off policy

Access to discounts through the BenefitHub marketplace

Pet insurance at discounted group rates

At SageView, we offer many additional benefits, and these are just some of the highlights of our comprehensive package designed to help employees achieve a healthy work-life balance.