Senior Billing & Revenue Associate
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. This is a fully remote opportunity, open to candidates in almost any location — work from wherever you do your best work. In this role, you'll prepare, execute, and manage critical client billing functions in a collaborative, fast-paced environment where your work directly supports the accuracy and integrity of our client relationships. The ideal candidate brings impeccable attention to detail, strong communication skills, and proven analytical and financial experience to a high-visibility function within the firm. We value every team member's contribution and believe success requires cross-functional collaboration and a willingness to take ownership at all levels. (Open to various office locations – Hybrid work setting (3 days a week in office)
Requirements
- Bachelor's degree in Finance, Accounting, or a related business field
- 2-4 years of relevant experience preferred, with experience in wealth management, RIA, financial services, investment operations, billing, accounts receivable, portfolio accounting, reconciliation, or a related finance or operations environment
- 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 our core values
- Applicants must be authorized to work for any employer in the U.S.
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 with precision
- Partner with Accounts Receivable to ensure accuracy across all billing and payments
- Collaborate across Billing, Finance, and Operations teams to drive meaningful process improvements
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
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What This Job Offers
Job Type
Full-time
Career Level
Senior
