Senior Billing & Revenue Analyst

Cerity Partners; New York (NY); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Cerit y Partners is seeking a Senior Billing & Revenue Associate to join its Billing & Revenue Recognition Team. This role supports accurate client billing, from setup through quarterly runs, collaborating with Accounts Receivable and other finance functions to ensure precise invoicing.

The ideal candidate has 2-4 years of experience in finance-related roles, strong Excel skills, and familiarity with portfolio accounting systems like Orion or Addepar.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related business field.
• 2-4 years of relevant experience preferred in wealth management, RIA, financial services, investment operations, billing, accounts receivable, or related finance/ops.
• Strong proficiency with Microsoft Excel.
• Experience with portfolio accounting systems such as Orion or Addepar.
• Detail-oriented with ability to multitask in a fast-paced environment.

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 billing and payments.
• Collaborate across Billing, Finance, and Operations to drive process improvements.

Skills

Attention to detail

Analytical skills

Communication skills

Multitasking

Education

Bachelor's degree in Finance/Accounting/related

Tools

Microsoft Excel

Orion

Addepar

Job description

Cerit y Partners is seeking a Senior Billing & Revenue Associate to join its Billing & Revenue Recognition Team. This role supports accurate client billing, from setup through quarterly runs, collaborating with Accounts Receivable and other finance functions to ensure precise invoicing.

The ideal candidate has 2-4 years of experience in finance-related roles, strong Excel skills, and familiarity with portfolio accounting systems like Orion or Addepar.