Billing & Revenue Associate

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)

Primary 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

Required Qualifications:

• 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

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
   

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• 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

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.