Billing & Revenue Associate

Summary

Cerity Partners is a wealth management and financial services firm seeking a Billing & Revenue Associate to join its Billing & Revenue Recognition Team. The role is responsible for managing client setup, quarterly billing runs, billing issue resolution, client billing distribution, payment accuracy, and cross-functional process improvements.

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

Skills

• * Bachelor's degree in Finance, Accounting, or a related business field
• * 2-4 years of relevant experience
• * 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
• * Prolonged periods sitting at a desk and working on a computer
• Applicants must be authorized to work for any employer in the U.S
• With experience in wealth management, RIA, financial services, investment operations, billing, accounts receivable, portfolio accounting, reconciliation, or a related finance or operations environment

Qualifications

Must Haves

• * Bachelor's degree in Finance, Accounting, or a related business field
• * 2-4 years of relevant experience
• * 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
• * Prolonged periods sitting at a desk and working on a computer
• Applicants must be authorized to work for any employer in the U.S

Nice to Haves

• with experience in wealth management, RIA, financial services, investment operations, billing, accounts receivable, portfolio accounting, reconciliation, or a related finance or operations environment

Benefits

• Fully remote opportunity, open to candidates in almost any location — work from wherever you do your best work.
• 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