Senior Client Billing & Revenue Operations Lead

Jobtailor; Illinois; On-site; USD 70,000 - 100,000; Full time

Job summary

Cerity Partners is seeking a Billing Operations professional to manage client billing, set up client data in portfolio accounting systems, and run quarterly billing cycles. You will collaborate with Accounts Receivable and cross-functional teams to ensure accuracy and timeliness in billing processes.

The role requires 2–4 years in wealth management or related finance environments, strong Excel skills, and experience with Orion or Addepar.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 2-4 years of relevant experience in wealth management, billing, accounts receivable, portfolio accounting, or related finance/operations environment.
• Strong proficiency with Microsoft Excel.
• Experience with portfolio accounting systems such as Orion or Addepar.
• Highly detail-oriented with ability to multitask in a fast-paced environment.
• Authorized to work in the U.S.

Responsibilities

• Prepare, execute, and manage client billing functions.
• Ensure accurate client setup in portfolio accounting systems.
• Manage and execute accurate, timely quarterly billing runs.
• Facilitate billing processes across custodians.
• Resolve billing issues and ad hoc billing requests.
• Prepare and distribute client billing.
• Partner with Accounts Receivable to ensure billing/payments accuracy.
• Collaborate across Billing, Finance, and Operations teams to drive process improvements.

Skills

Client Billing Management

Portfolio Accounting Systems

Accounts Receivable Collaboration

Wealth Management Experience

Microsoft Excel Proficiency

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Orion

Addepar

Job description

Cerity Partners is seeking a Billing Operations professional to manage client billing, set up client data in portfolio accounting systems, and run quarterly billing cycles. You will collaborate with Accounts Receivable and cross-functional teams to ensure accuracy and timeliness in billing processes.

The role requires 2–4 years in wealth management or related finance environments, strong Excel skills, and experience with Orion or Addepar.