Senior Billing Programs Analyst

New York City, NY - USA

Monthly Salary: $ 90000 - 110000

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Cerity Partners is seeking a motivated professional to lead billing services and processes for our specialized billing programs. The ideal candidate brings strong analytical capabilities a process improvement mindset and excellent communication skills to thrive in our collaborative fast-paced environment.

Primary Responsibilities:

Lead billing execution for corporate and partnership billing programs; develop and implement fixed fee billing structures; drive continuous process improvement and reporting
Partner with internal stakeholders to support specialized billing programs including workplace solutions custodial referral businesses promoter arrangements and separately managed account partnerships
Analyze billing data to identify trends discrepancies and optimization opportunities; drive automation and workflow improvements to enhance efficiency and accuracy
Create and deliver regular reporting with metrics and insights to support data-driven decision-making across billing programs
Lead cross-functional projects with Finance Special Program Heads Relationship Management and Client Service teams
Resolve complex billing issues and respond to ad hoc program requests
Document and standardize procedures for specialized billing programs

Required Qualifications:

Bachelors degree in Accounting Finance or related business field
4-6 years of experience in RIA billing finance or specialized billing programs
Strong proficiency with Microsoft Excel and data analytics tools
Experience with portfolio accounting systems (Orion Addepar preferred) and Salesforce or similar CRM platforms
Demonstrated success with data analysis and process improvement initiatives
Excellent communication skills with ability to engage stakeholders at all levels
Proven project management capabilities with track record of driving initiatives to completion
Detail-oriented with ability to manage competing priorities effectively
Self-starter who aligns with Cerity Partners mission and core values

Compensation Range:

$90000-$110000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.

Required Experience:

Senior IC