Billing and Data Analyst (Entry Level)

Pure Financial Advisors, LLC is one of the fastest-growing Registered Investment Advisors (RIAs) in the country. We’re passionate about helping clients achieve financial independence through objective advice and innovative planning. We’re seeking a detail-oriented and motivated individual to join our Billing and Data team as an entry-level Billing and Data Analyst.

This position will support the accurate and timely billing of client accounts and help ensure the integrity of key firm data and will work closely with multiple departments and play a supporting role in integrating data from firms we acquire (e.g., gain exposure to M&A data integration and support).

This is an entry-level position and may be an excellent opportunity for someone looking to start a career in finance and billing/data operations.

Responsibilities:

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

Qualifications:

• Bachelor’s degree required ideally in Accounting, Mathematics, Information Systems, Business, Finance, Economics, or related field
• 1-3 years of financial services/billing and/or data management is preferred
• Strong attention to detail and commitment to accuracy
• Proficiency in Microsoft Excel (formulas, sorting/filtering, 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 also collaborate with a team
• Effective communication skills, both written and verbal
• Basic familiarity with coding languages is a plus, but not required

Additional Details:

• Salary Range: $60,000-$65,000 (annualized); however, this is a non-exempt (hourly) position.
• Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.

This is an on-site position; however, a hybrid schedule may be considered after an initial period, based on role requirements and performance.

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Application Question(s):

• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
• Please describe your proficiency with Microsoft Excel, databases, and CRMS.
• Do you have experience working with client stock market data at custodians (i.e., Schwab, Fidelity) such as transactions, pricing, cost basis and pulling fees? If yes, please explain.
• Are you familiar with Envestnet/Tamarac or any other RIA database, portfolio accounting, trading, performance reporting systems as a platform for the RIA space? If yes, please explain.
• Why are you interested in leaving your current role? (If you’re not currently working, why did you leave your most recent position?)

Work Location: In person