Billing & Revenue Manager

Cerity Partners is growing quickly and our billing and revenue function is at the center of that momentum. Were looking for a Billing & Revenue Manager who thrives on building great teams and great processes someone who can keep day-to-day billing running smoothly while helping shape how we scale through an active merger pipeline. This is a rare opportunity to lead a talented team of eight partner directly with senior leadership and leave a lasting mark on a firm in the middle of significant growth.

As the Billing & Revenue Manager youll oversee the day-to-day accuracy and timeliness of billing and revenue management while leading and developing a team of eight professionals. As Cerity Partners continues to grow through significant merger activity youll play a hands-on role in conversions change management technology initiatives and building the scalable processes our next chapter needs.

Primary Responsibilities:

• Oversee day-to-day billing and revenue management activities ensuring accuracy timeliness and strong internal controls.

• Lead the billing workstream for mergers from pre-close due diligence through post-close integration including evaluating incoming firms billing practices transition planning and conversion to our billing platform.

• Lead coach and develop a team of 8 professionals owning performance management staff development and workload prioritization.

• Own complex billing issues exceptions and escalations driving them to timely resolution.

• Serve as a trusted partner to advisors and client-facing colleagues responding to billing and fee inquiries with clarity responsiveness and a strong client experience in mind.

• Partner closely with Finance Technology business teams and other stakeholders on initiatives and changes that impact billing and revenue.

• Lead the function through business and organizational change assessing impacts recommending solutions and driving implementation as the firm grows and evolves.

• Proactively identify opportunities to standardize automate and streamline processes improving efficiency and building scalability.

• Establish and monitor key metrics controls and procedures that strengthen performance and reduce risk.

• Communicate clearly with stakeholders on initiatives issues and changes maintaining strong working relationships across the organization.
  

Required Qualifications:

• 7 years of experience in billing revenue management or a related finance function including 3 years managing people.

• Experience in wealth management investment management or a similarly complex financial services environment.

• Hands-on experience with the Orion billing platform including configuring fee schedules and generating quarterly bills.

• A track record supporting mergers conversions system implementations or other significant organizational changes.

• A proven ability to operate effectively in a dynamic evolving environment translating business change into practical solutions processes and execution plans.

• Strong leadership analytical problem-solving and project management skills.

• Experience partnering with Technology on system enhancements testing automation and implementation.

• Strong communication and stakeholder-management skills with the ability to work effectively across functions and levels of the organization including advisors and client-facing colleagues.

• Bachelors degree or equivalent experience.

Preferred Qualifications:

• Familiarity with fee-billing concepts including a range of fee structures (tiered blended flat asset-based) billing methodologies (advance vs. arrears; average daily balance vs. period-end) household aggregation and proration logic.

• Experience with custodial fee-file submission (e.g. Schwab Fidelity) is preferred.

• Strong understanding of internal controls and accounting concepts as they relate to revenue and receivables.

• Advanced Excel proficiency (e.g. XLOOKUP SUMIF pivot tables large-data reconciliation).

• Experience with Addepar or similar portfolio management and billing platforms is a plus.

Compensation Range:

$125000-$150000

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.

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.