Billing Specialist – Mergers & Acquisitions, TPA Industry

MAP Retirement

Billing Specialist managing financial integration and billing for newly acquired TPAs in retirement plans. Leading billing processes and ensuring compliance across accounting teams.

Posted 6/2/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $90,000 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Billing Integration for Acquired TPAs — Lead the billing workstream for M&A integrations, including mapping legacy fee schedules, plan-level billing rules, revenue-share arrangements, and compliance service fees.
Plan-Level Data Reconciliation — Review and reconcile historical billing, AR balances, deferred revenue, and open invoices for each acquired plan.
System Migration & Setup — Partner with Integration, IT, and Accounting to migrate plan-level billing data into NetSuite, ensuring accuracy and completeness.
Fee Schedule Standardization — Compare legacy fee structures (annual admin, per-participant, 5500 prep, cross-testing, distribution fees, etc.) to company standards and recommend alignment strategies.
Due Diligence Support — Review billing practices, service agreements, revenue-share agreements, and plan-level contracts during pre-acquisition evaluation.
Contract & Plan Document Review — Analyze service agreements, fee schedules, and plan documents to determine billing requirements and compliance-related charges.
Cross-Functional Collaboration — Work closely with Accounting, AR, Client Services, Conversions, and M&A teams to ensure alignment on billing policies and integration timelines.
Issue Identification & Resolution — Identify discrepancies in legacy data, missing plan information, or system limitations and propose solutions.
Reporting & Leadership Updates — Prepare integration status reports, AR aging summaries, and billing impact analyses for leadership.
Training & Knowledge Transfer — Train billing team members on new processes, system changes, and integration updates.
Collections & Invoicing Support — Assist the existing billing team with collections outreach, AR follow-up, invoice creation, cleanup projects, and backlog reduction during peak periods or staffing gaps.

Requirements

What you’ll need

Advanced TPA billing expertise, including plan-level billing, compliance service fees, and revenue-share structures
Strong understanding of GAAP, AR processes, and revenue recognition
Experience with M&A integration, especially in the retirement plan or financial services industry
High proficiency in NetSuite or similar ERP systems
Strong analytical and problem-solving skills
Ability to manage competing priorities in a fast-paced, evolving environment
Excellent communication skills, especially when explaining billing concepts to non-billing teams
Exceptional attention to detail and accuracy

Benefits

Comp & perks

Medical, Dental & Vision — we cover 80% for employees, 50% for dependents
401(k) with safe harbor contributions
Generous open PTO policy
Life insurance, FSA & HSA
Ongoing industry training and professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

billing integrationdata reconciliationsystem migrationfee schedule standardizationcontract reviewissue identificationreportingcollections supportAR processesrevenue recognition

Soft Skills

analytical skillsproblem-solving skillscommunication skillsattention to detailtime managementcollaborationleadershiptrainingadaptabilityprioritization