Senior Billing & Revenue Specialist — Remote/Hybrid

Cerity Partners; Louisville (KY); Hybrid; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Education assistance

Zusammenfassung

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.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Attention to detail

Communication skills

Analytical skills

Financial experience

Ausbildung

Finance degree

Accounting degree

Tools

Orion

Addepar

Jobbeschreibung

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.