Senior Billing & Revenue Specialist — Hybrid/Remote

Cerity Partners; Chicago (IL); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Flexible PTO

Education assistance

Job summary

Cerity Partners is seeking a talented Billing & Revenue Recognition professional. The role involves preparing, executing, and managing critical client billing functions, with on-site opportunities for local commuting teams and remote work potential for others within the region.

The ideal candidate brings strong attention to detail, excellent communication, and proven analytical and financial experience to support client relationships and ensure billing integrity across the organization.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 2–4 years of relevant experience in wealth management, RIA, or financial services.
• Experience in billing, accounts receivable, or portfolio accounting.
• Proficiency with Microsoft Excel.
• Experience with portfolio accounting systems such as Orion or Addepar.

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.

Skills

Attention to detail

Communication

Analytical thinking

Education

Bachelor's degree in Finance/Accounting

Tools

Microsoft Excel

Orion

Addepar

Job description

Cerity Partners is seeking a talented Billing & Revenue Recognition professional. The role involves preparing, executing, and managing critical client billing functions, with on-site opportunities for local commuting teams and remote work potential for others within the region.

The ideal candidate brings strong attention to detail, excellent communication, and proven analytical and financial experience to support client relationships and ensure billing integrity across the organization.