Billing & Revenue Analyst

Responsibilities

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

• Bachelor’s degree in finance, Accounting, or related business field
• 2-4 years of relevant experience preferred
• 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
• Self-starter who identifies with Cerity Partners' mission and demonstrates our 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 setup and billing processes within portfolio accounting systems, ensuring accuracy and efficiency in financial operations. Strong proficiency in Microsoft Excel and experience with systems like Orion or Addepar are essential for driving process improvements.

• Bachelor's Degree In Finance
• Billing Management
• Portfolio Accounting Systems
• Microsoft Excel Proficiency
• Detail-Oriented Multitasking

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

• Self-Starter
• Collaboration
• Attention To Detail

• Accounts Receivable
• Client Setup
• Quarterly Billing
• Custodians

• Orion
• Addepar