Billing & Revenue Analyst

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition this role you will prepare execute and manage various client billing functions in a collaborative fast-paced environment. The ideal candidate must have impeccable attention to detail strong communication skills and proven analytical and financial experience.

We value every team members contribution and believe success requires cross-functional collaboration and a willingness to take ownership at all levels.

Primary Responsibilities

• Ensure accurate client setup in the firms 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

Ideal Candidate Profile Our Casting Call!

Required Qualifications:

• Bachelors 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

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
  

Compensation Range:

$60000 - $70000

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.