Michelle Bates
Accounts Receivable Billing Manager, Financial Services
- Role
- Accounts Receivable Billing Manager, Financial Services at OneDigital
- Location
- Olathe, KS, US
- LinkedIn followers
- 500 followers
Experience
Accounts Receivable Billing Manager, Financial Services
Jan 2025 — Present
Oversee AR and Billing functionality for all Retirement ClienteleWork directly with advisor/advisor groups to ensure remittance & invoicing is correct, timely & compliantResponsible for overseeing the remittance and invoicing cycle for Retirement & WealthOversee and assist in streamlining the invoicing and payment processingActively collaborate with the various offices at the Company to accurately generate invoices on a recurring basis, as well as ensuring remittance is accurateOversee and Train new team membersManage account information to ensure Workday and Salesforce are accurateInteract with advisors to resolve outstanding issues
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