Billing & Revenue Analyst

Cerity Partners; Louisville, Northern (KY, KY); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, dental, and vision insurance -

4% 401(k) match

Flexible PTO policy

Parental Leave

Financial education support

Commuter benefits

Job summary

Cerity Partners is seeking a highly capable Billing & Revenue Recognition professional to prepare, execute and manage client billing in a fast-paced environment. The role emphasizes accuracy, communication and cross-team collaboration across Billing, Finance and Operations.

Ideal candidates bring a finance or accounting background with 2–4 years’ experience, strong Excel skills, and familiarity with portfolio systems like Orion or Addepar.

Qualifications

• Bachelor's degree in finance, accounting or related field is required/preferred.
• 2-4 years of relevant experience in operations or finance, including billing, account opening, or reconciliation.
• Strong proficiency with Microsoft Excel and portfolio accounting systems (Orion or Addepar).
• Highly detail-oriented with ability to multitask in a fast-paced environment.

Responsibilities

• Setup client configurations in portfolio accounting systems.
• Run and manage quarterly billing processes with custodians.
• Resolve billing issues and handle ad hoc requests.
• Prepare and distribute client billing.
• Collaborate with Accounts Receivable to ensure billing/payments accuracy.
• Work across Billing, Finance and Operations to improve processes.

Skills

Attention to detail

Multitasking

Strong communication

Self-starter

Education

Bachelor's degree in finance, Accounting, or related business field

Tools

Microsoft Excel

Orion

Addepar

Job description

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. In this role, you will prepare, execute, and manage various client billing functions in a collaborative, fast-paced environment. The ideal candidate must have impeccable attention to detail, strong communication skills, and proven analytical and financial experience. We value every team member's contribution and believe success requires cross-functional collaboration and a willingness to take ownership at all levels.

Primary Responsibilities

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

Ideal Candidate Profile - "Our Casting Call!"

Required Qualifications:

• Bachelor's degree in finance, Accounting, or related business field
• 2-4 years of relevant experience preferred
• 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
• Self-starter who identifies with Cerity Partners' mission and demonstrates our core values

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer

Compensation Range:

$60,000 - $70,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients.

• 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 [e-mail].

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron's Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.