Billing & Revenue Associate

Cerity Partners Management LLC; United States; Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Flexible PTO

Parental Leave

Education financial assistance

Commuter benefits

Job summary

Cerity Partners is seeking a talented Billing & Revenue Specialist to manage client billing with accuracy and timeliness in a fast-paced environment. This fully remote role offers flexible work location while supporting hybrid in-office collaboration options.

Responsibilities include setting up client accounts, executing quarterly billing runs, resolving billing issues, coordinating with Accounts Receivable, and driving process improvements across Billing, Finance, and Operations.

Qualifications

• Bachelor's degree in Finance, Accounting, or related business field.
• 2–4 years of relevant experience preferred in wealth management, RIA, financial services, investment operations, billing, accounts receivable, portfolio accounting, reconciliation, or related finance/operations.
• Experience with portfolio accounting systems such as Orion or Addepar.
• Highly detail-oriented with ability to multitask in a fast-paced environment.
• Self-starter who aligns with Cerity Partners' mission and values.

Responsibilities

• Ensure accurate client setup in the firm's portfolio accounting systems.
• Manage and execute accurate, timely quarterly billing runs 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 to drive process improvements.

Skills

Attention to detail

Strong communication skills

Analytical thinking

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

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. 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 [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 Barrons 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.