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New York, New York, United States
Remote only
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
OPENING SUMMARY
The Staff Accountant - Revenue & Billing Specialist, will play a key role in ensuring the accuracy, completeness, and timely recognition of revenue across Choreo's national wealth management platform. This individual will own critical billing and receivables processes, partner closely with advisors, and help drive operational excellence through process improvements, controls, and analytical support.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
