WI3667354

1

Unspecified

40

JOB REQUIREMENTS: CLA is a top 10 national professional services firm
where our purpose is to create opportunities every day, for our clients,
our people, and our communities through industry-focused wealth
advisory, digital, audit, tax, consulting, and outsourcing services.
Even with more than 8,500 people, 130 U.S. locations, and a global
reach, we promise to know you and help you. CLA is dedicated to building
a that invites different beliefs and perspectives to the table, so we
can truly know and help our clients, communities, and each other. About
the role: CLA is looking to hire a Billing & Reporting Associate in the
Madison, WI or Minneapolis, MN office. Summary This role supports the
billing and reporting operations processes within wealth advisory. They
work with others on the Billing and Reporting Team to ensure the
accuracy and quality of information in client-facing reports and online
client dashboards. Essential Job Functions The below functions reflect
the general details of the essential work activities and
accountabilities of this position and are not all inclusive. Other
activities may be assigned. Essential Job Functions \* Setup of new
client accounts in the portfolio accounting system and other ancillary
systems, including creation and maintenance of reporting groups \*
Creation and maintenance of client dashboards \* Perform regular data
integrity checks within the portfolio accounting system \* Production of
Quarterly Investment Reports for clients for delivery on the client
dashboards \* Process off-boarding of former client accounts for
reporting purposes \* Maintain accuracy of assigned advisors for
reporting purposes \* May assist in the support of billing processes
Requirements Experience \* No experience required \* 1 year prior
portfolio accounting experience is preferred Education \* Bachelor\'s
degree is required. Combination of relevant experience, education, and
training may be accepted in lieu of degree. Certifications / Licenses \*
None required Technical Competencies Proficiency with Microsoft Office
products required (Word, Excel, Outlook, etc) Portfolio management
software experience preferred Organizational Interfaces This role
reports to the Director of Operations and collaborates with a variety of
teams across Wealth Advisory and CLA, LLC Travel Requirements This
position requires \<10% travel. Our Perks: Flexible PTO (designed to
offer flexible time away for you!) Up to 12 weeks paid parental leave
Paid Volunteer Time Off Mental health coverage Quarterly Wellness
stipend Fertility benefits Complete list of\... For full info follow
application link. CLA is an equal opportunity employer and all qualified
applicants will receive consideration for employment without regard to
race, color, religion, sex, sexual orientation, gender identity,
disability status, protected veteran status, national origin, or any
other characteristic protected by law. EOE/AA Employer/Vets/Disability
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/7186BDE1B9894799