Location Note: This position is initially out of our Wakefield, MA office for approximately 90 days during the training period with an opportunity for a HYBRID schedule once training is complete.

The Purpose of Your Role:

Do you want to work for a fun, growing organization where people truly make a difference?

We are seeking a knowledgeable, team–oriented professional to work on the Sentinel Finance team. The position’s primary focus will be owning the monthly, quarterly and annual billing processes with a secondary focus on accounts receivables. The role requires the candidate to take ownership of the billing system and all integrated data involved with all of our offered product lines. When billing processes are not occurring the position will assist other finance team members in processing bank activity across multiple bank accounts as well as participation in various ad hoc projects as needed.

What you'll bring to Sentinel:

• Capable of working independently as well as in a team environment
• Must be creative and innovative, particularly at ways to be more efficient
• Demonstrate strong organizational skills and ability to manage multiple priorities simultaneously
• Detail oriented with strong work ethic

What you’ll be responsible for:

• Manage Billing System:
  • Set-up new clients in billing system
  • Invoice Processing for Health and Welfare , Pension and Institutional Advisory Services
  • Maintenance of relevant data related to billing across multiple applications
  • Fee Adjustments, Data Integrations, Contact Updates etc.
• Accounts Receivable Administration:
  • Assist in posting of daily activity/transactions for multiple bank accounts
  • Direct contact for internal/external inquiries regarding unpaid client balances
  • A/R reconciliations and other analysis as required
Other duties and tasks may be assigned / required as needed:
• Process transactions in Plan by Plan Module in correlation with A/R duties above
• Complete/monitor various internal requests and updates via ticketing portal
• Testing system upgrades
• Work with Finance team in Month-end/Quarter-end Reporting

What you need to have:

Preferred qualifications:

• Bachelor degree preferred, preferably with a concentration in Accounting or Business Administration
• 1-3 years experience in Finance and/or accounting environment of similar nature to role
• Experience in billing retirement, advisory or health care services preferred, but not required
• Attention to detail and ability to work independently
• Experience with Microsoft GP Dynamics preferred, but not required
• Average to advance skills in Microsoft Excel
• General ability to learn other custom or standard software / applications as needed

Nice to haves:

• Tech-Savvy – Ability to quickly adapt to new technology & comfort working with proprietary software
• General understanding of GAAP

What you’ll be part of:

Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.

At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.

Some of our Benefits:

• PTO (vacation, sick, personal time bank)
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 3.75% Employer Match
• Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who we are:

Sentinel Benefits & Financial Group proudly serves more than 3,800 clients throughout the U.S., and for over 35 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 240 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to take a holistic approach to help people prepare for their future health + wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning, we engineer solutions and then continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

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