Senior Billing & Revenue Associate

Cerity Partners; Louisville (KY); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Education assistance

Job summary

Cerity Partners is seeking a detail-oriented Billing & Revenue Recognition specialist to join our team in Louisville, KY. You'll prepare and manage client billing, ensure accurate setup in portfolio accounting systems, and collaborate with Accounts Receivable to maintain billing accuracy.

The role requires 2–4 years of relevant experience, strong Excel skills, and familiarity with Orion or Addepar. On-site with potential remote work for non-local candidates.

Qualifications

• Bachelor's degree in Finance, Accounting, or related business field
• 2-4 years of relevant experience in wealth management, billing, or financial operations
• Experience with portfolio accounting systems like Orion or Addepar
• Strong proficiency with Microsoft Excel
• Detail-oriented with multitasking 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
• Resolve billing issues and 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 process improvements

Skills

Attention to detail

Communication skills

Analytical skills

Financial experience

Education

Finance degree

Accounting degree

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. Candidates living within commuting distance of a Cerity Partners office will have the opportunity to work on-site, building relationships, collaborating directly with colleagues, and benefiting from in-person mentorship. This role offers remote work potential for candidates who do not live within a commutable distance of an office.

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.

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 Credentials

• 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

Compensation Range

• $80,000 - $110,000

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
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities

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.