Billing Specialist – Mergers & Acquisitions, TPA Industry

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🕒 Junho 2

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MAP Retirement

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1997

💸 Finanças

🤝 B2B

📋 Conformidade

Finance • B2B • Compliance

A MAP Retirement é uma empresa de administração de planos de aposentadoria e serviços fiduciários que faz parcerias com proprietários de empresas e consultores financeiros para projetar, administrar e garantir a conformidade de planos de aposentadoria patrocinados pelo empregador (como planos 401(k) Safe Harbor). Eles oferecem administração de planos, revisões de conformidade, suporte fiduciário (incluindo atuação como fiduciário 3(16)) e opções de serviço em camadas, desde orientação até gestão completa do plano, além de suporte de folha de pagamento/RH e coordenação com provedores de registros e parceiros de investimento. Seus serviços se concentram em minimizar riscos, reduzir a carga administrativa e melhorar os resultados dos planos para empregadores e empregados.

Descrição

• Billing Integration for Acquired TPAs — Lead the billing workstream for M&A integrations, including mapping legacy fee schedules, plan-level billing rules, revenue-share arrangements, and compliance service fees. • Plan-Level Data Reconciliation — Review and reconcile historical billing, AR balances, deferred revenue, and open invoices for each acquired plan. • System Migration & Setup — Partner with Integration, IT, and Accounting to migrate plan-level billing data into NetSuite, ensuring accuracy and completeness. • Fee Schedule Standardization — Compare legacy fee structures (annual admin, per-participant, 5500 prep, cross-testing, distribution fees, etc.) to company standards and recommend alignment strategies. • Due Diligence Support — Review billing practices, service agreements, revenue-share agreements, and plan-level contracts during pre-acquisition evaluation. • Contract & Plan Document Review — Analyze service agreements, fee schedules, and plan documents to determine billing requirements and compliance-related charges. • Cross-Functional Collaboration — Work closely with Accounting, AR, Client Services, Conversions, and M&A teams to ensure alignment on billing policies and integration timelines. • Issue Identification & Resolution — Identify discrepancies in legacy data, missing plan information, or system limitations and propose solutions. • Reporting & Leadership Updates — Prepare integration status reports, AR aging summaries, and billing impact analyses for leadership. • Training & Knowledge Transfer — Train billing team members on new processes, system changes, and integration updates. • Collections & Invoicing Support — Assist the existing billing team with collections outreach, AR follow-up, invoice creation, cleanup projects, and backlog reduction during peak periods or staffing gaps.

🎯 Requisitos

• Advanced TPA billing expertise, including plan-level billing, compliance service fees, and revenue-share structures • Strong understanding of GAAP, AR processes, and revenue recognition • Experience with M&A integration, especially in the retirement plan or financial services industry • High proficiency in NetSuite or similar ERP systems • Strong analytical and problem-solving skills • Ability to manage competing priorities in a fast-paced, evolving environment • Excellent communication skills, especially when explaining billing concepts to non-billing teams • Exceptional attention to detail and accuracy

🏖️ Benefícios

• Medical, Dental & Vision — we cover 80% for employees, 50% for dependents • 401(k) with safe harbor contributions • Generous open PTO policy • Life insurance, FSA & HSA • Ongoing industry training and professional development