Senior Billing Programs Analyst

Cerity Partners•Baltimore, MD

1d•$90,000 - $110,000

About The Position

Cerity Partners is seeking a motivated professional to lead billing services and processes for our specialized billing programs. The ideal candidate brings strong analytical capabilities, a process improvement mindset, and excellent communication skills to thrive in our collaborative, fast-paced environment. Primary Responsibilities: Lead billing execution for corporate and partnership billing programs; develop and implement fixed fee billing structures; drive continuous process improvement and reporting Partner with internal stakeholders to support specialized billing programs including workplace solutions, custodial referral businesses, promoter arrangements, and separately managed account partnerships Analyze billing data to identify trends, discrepancies, and optimization opportunities; drive automation and workflow improvements to enhance efficiency and accuracy Create and deliver regular reporting with metrics and insights to support data-driven decision-making across billing programs Lead cross-functional projects with Finance, Special Program Heads, Relationship Management, and Client Service teams Resolve complex billing issues and respond to ad hoc program requests Document and standardize procedures for specialized billing programs

Requirements

Bachelor's degree in Accounting, Finance, or related business field
4-6 years of experience in RIA billing, finance, or specialized billing programs
Strong proficiency with Microsoft Excel and data analytics tools
Experience with portfolio accounting systems (Orion, Addepar preferred) and Salesforce or similar CRM platforms
Demonstrated success with data analysis and process improvement initiatives
Excellent communication skills with ability to engage stakeholders at all levels
Proven project management capabilities with track record of driving initiatives to completion
Detail-oriented with ability to manage competing priorities effectively
Self-starter who aligns with Cerity Partners' mission and core values

Responsibilities

Lead billing execution for corporate and partnership billing programs
Develop and implement fixed fee billing structures
Drive continuous process improvement and reporting
Partner with internal stakeholders to support specialized billing programs including workplace solutions, custodial referral businesses, promoter arrangements, and separately managed account partnerships
Analyze billing data to identify trends, discrepancies, and optimization opportunities
Drive automation and workflow improvements to enhance efficiency and accuracy
Create and deliver regular reporting with metrics and insights to support data-driven decision-making across billing programs
Lead cross-functional projects with Finance, Special Program Heads, Relationship Management, and Client Service teams
Resolve complex billing issues and respond to ad hoc program requests
Document and standardize procedures for specialized billing programs