Billhighway

Compliance

• Lead and support audit engagements such as SOC and PCI ensuring compliance with industry standards, internal policies, and regulatory requirements.
• Perform risk assessments, document root cause analyses, and track corrective action plans to resolution.
• Develop, author, and revise enterprise policies and procedures; monitoring emerging regulations and data protection laws to maintain compliance.
• Engage stakeholders to integrate audit findings into the organization's strategic planning.
• Lead cross-functional projects ensuring successful remediation of compliance related initiatives.

Compliance Lead

Client Services Representative

• Handle customer service inquiries via telephone, email, and case management ticketing system from Associations and Unions
• Collaborate with other departments to resolve customer issues
• Troubleshooting of our AMS system for clients as needed
• Advocate for customers by submitting improvement ideas and supporting other departments through projects and implementation transitions.

Client Support Associate

Financial Planning and Analysis

• Manage the Accounts payable/ Accounts resolution processes
• Calculate and prepare month end entries and general ledger updates.
• Develop monthly reports for analysis of forecast variances, trends, and ad hoc reports
• Address internal and external inquiries related to financial activities, ensuring accurate and timely communication.
• Drive process improvement through collaboration with team members.

Finance and Accounting Specialist

Salesforce Consultant

• Salesforce Administration - Manage and optimize Salesforce configurations, workflows, and integrations, with an openness to continually enhance expertise in Salesforce and related technologies
• Data Architecture - Design and maintain robust data models, ensuring accuracy, scalability, and alignment with business objectives, while developing deeper proficiency in data strategies and tools
• Business Analysis - Collaborate with stakeholders to gather requirements, analyze processes, and deliver actionable insights, fostering a mindset of continuous improvement and innovation
• Project Management - Lead cross-functional projects, ensuring timely delivery of initiatives that align with client success and company goals, while honing project management best practices
• Strategic Leadership - Act as a trusted advisor to clients and internal teams, providing strategic guidance to align technology and data solutions with our client’s missions, while cultivating strategic thinking and leadership capabilities

Compliance Lead

Client Support Associate

Finance and Accounting Specialist

Client Success Manager / Salesforce Consultant