Senior Billing & Revenue Associate

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

• 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 its core values
• Prolonged periods sitting at a desk and working on a computer
• Applicants must be authorized to work for any employer in the U.S.

Demonstrates expertise in client billing management, including accurate setup and execution of billing processes within portfolio accounting systems. Strong analytical skills and attention to detail are essential for resolving billing issues and collaborating across finance and operations teams.

• Client Billing Management
• Portfolio Accounting Systems
• Microsoft Excel Proficiency
• Accounts Receivable Collaboration
• Wealth Management Experience

• Billing
• Reconciliation
• Account Opening
• Financial Analysis
• Process Improvement

• Detail-Oriented
• Multitasking
• Self-Starter

• Wealth Management
• RIA
• Financial Services
• Investment Operations

• Orion
• Addepar