Billing & Revenue Manager

Cerity Partners; New York (NY); Presencial; USD 140.000 - 190.000; Tempo integral

Benefícios oferecidos por esta vaga

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Education assistance

Volunteer/community involvement

Resumo da vaga

Cerity Partners is seeking a Billing & Revenue Manager to oversee day-to-day billing and revenue operations in a fast-growing environment.

You will lead a team of eight professionals, manage mergers-related billing workstreams, collaborate with Finance and Technology, and drive process improvements to scale the business while upholding strong controls and client service standards.

Qualificações

• 7+ years in billing or revenue management with 3+ years in people management.
• Experience in wealth management, investment management, or a similarly complex financial services environment.
• Hands-on experience with the Orion billing platform, including configuring fee schedules and generating quarterly bills.
• A track record supporting mergers, conversions, system implementations, or other significant organizational changes.
• Advanced Excel proficiency (e.g., XLOOKUP, SUMIF, pivot tables, large-data reconciliation).

Responsabilidades

• Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and strong internal controls.
• Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including evaluating incoming firms' billing practices, transition planning, and conversion to our billing platform.
• Lead, coach, and develop a team of eight professionals, owning performance management, staff development, and workload prioritization.
• Own complex billing issues, exceptions, and escalations, driving them to timely resolution.
• Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity, responsiveness, and a strong client experience in mind.
• Partner closely with Finance, Technology, business teams, and other stakeholders on initiatives and changes that impact billing and revenue.
• Lead the function through business and organizational change, assessing impacts, recommending solutions, and driving implementation as the firm grows and evolves.
• Proactively identify opportunities to standardize, automate, and streamline processes, improving efficiency and building scalability.
• Establish and monitor key metrics, controls, and procedures that strengthen performance and reduce risk.

Conhecimentos

Leadership

Analytical

Problem-solving

Project management

Communication

Formação

Bachelor's degree or equivalent

Ferramentas

Orion billing platform

Addepar

Descrição da vaga

Cerity Partners is growing quickly, and our billing and revenue function is at the center of that momentum. We're looking for a Billing & Revenue Manager who thrives on building great teams and great processes, someone who can keep day-to-day billing running smoothly while helping shape how we scale through an active merger pipeline. As the Billing & Revenue Manager, you'll oversee the day-to-day accuracy and timeliness of billing and revenue management while leading and developing a team of eight professionals. As Cerity Partners continues to grow through significant merger activity, you'll play a hands‑on role in conversions, change management, technology initiatives, and building the scalable processes our next chapter needs.

Responsibilities

• Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and strong internal controls.
• Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including evaluating incoming firms' billing practices, transition planning, and conversion to our billing platform.
• Lead, coach, and develop a team of 8 professionals, owning performance management, staff development, and workload prioritization.
• Own complex billing issues, exceptions, and escalations, driving them to timely resolution.
• Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity, responsiveness, and a strong client experience in mind.
• Partner closely with Finance, Technology, business teams, and other stakeholders on initiatives and changes that impact billing and revenue.
• Lead the function through business and organizational change, assessing impacts, recommending solutions, and driving implementation as the firm grows and evolves.
• Proactively identify opportunities to standardize, automate, and streamline processes, improving efficiency and building scalability.
• Establish and monitor key metrics, controls, and procedures that strengthen performance and reduce risk.

Qualifications

• 7+ years of experience in billing, revenue management, or a related finance function, including 3+ years managing people.
• Experience in wealth management, investment management, or a similarly complex financial services environment.
• Hands-on experience with the Orion billing platform, including configuring fee schedules and generating quarterly bills.
• A track record supporting mergers, conversions, system implementations, or other significant organizational changes.
• Strong leadership, analytical, problem-solving, and project management skills.
• Experience partnering with Technology on system enhancements, testing, automation, and implementation.
• Bachelor's degree or equivalent experience.

Familiarity with fee-billing concepts, including a range of fee structures (tiered, blended, flat, asset-based), billing methodologies (advance vs. arrears; Strong understanding of internal controls and accounting concepts as they relate to revenue and receivables.

Advanced Excel proficiency (e.g., XLOOKUP, SUMIF, pivot tables, large-data reconciliation).

Experience with Addepar or similar portfolio management and billing platforms is a plus.

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities

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.

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.