Senior Billing & Revenue Associate

Cerity Partners•New York City, NY

6d•Remote

About The Position

Cerity Partners is seeking a talented, motivated individual with strong personal integrity to join its Billing & Revenue Recognition Team. This fully remote role is open to candidates in almost any location. The associate prepares, executes, and manages client billing functions in a collaborative, fast-paced environment, supporting the accuracy and integrity of client relationships. The role requires attention to detail, strong communication skills, analytical and financial experience, cross-functional collaboration, and ownership.

Requirements

Bachelor's degree in Finance, Accounting, or a related business field.
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.
A self-starter who identifies with Cerity Partners' mission and embodies its core values.
Applicants must be authorized to work for any employer in the United States.

Nice To Haves

2–4 years of relevant experience is preferred.
Experience in wealth management, an RIA, financial services, investment operations, billing, accounts receivable, portfolio accounting, reconciliation, or a related finance or operations environment.

Responsibilities

Ensure accurate client setup in the firm's portfolio accounting systems.
Manage and execute accurate, timely quarterly billing runs, including facilitating billing processes across major custodians.
Resolve billing issues and handle ad hoc billing requests with sound judgment.
Prepare and distribute client billing accurately.
Partner with Accounts Receivable to ensure accuracy across billing and payments.
Collaborate across Billing, Finance, and Operations teams to drive process improvements.