Billing & Revenue Associate

Cerity Partners•New York City, NY

12d•$60,000 - $80,000

About The Position

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. In this role, you will prepare, execute, and manage various client billing functions in a collaborative, fast-paced environment. The ideal candidate must have impeccable attention to detail, strong communication skills, and proven analytical and financial experience. We value every team member's contribution and believe success requires cross-functional collaboration and a willingness to take ownership at all levels.

Requirements

Bachelor’s degree in finance, Accounting, or related business field
2-4 years of relevant experience preferred
Previous operations or finance experience, including billing, account opening, or reconciliation
Strong proficiency with Microsoft Excel
Experience working with portfolio accounting systems such as Orion or Addepar
Highly detail-oriented with the ability to multitask in a fast-paced environment
Self-starter who identifies with Cerity Partners' mission and demonstrates our core values

Responsibilities

Ensure accurate client setup in the firm's portfolio accounting systems
Manage and execute quarterly billing runs in an accurate and timely manner
Facilitate quarterly billing at major custodians
Resolve billing issues and handle ad hoc billing requests
Assist with preparing and distributing client billing
Partner with Accounts Receivable to ensure accuracy of all billing and payments
Collaborate across Billing, Finance, and Operations teams to drive process improvements