Billing & Revenue Analyst

Primary 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

Ideal Candidate Profile

• 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

Physical Requirements

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

Compensation Range

$60,000 - $70,000

Why Cerity Partners

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

Cerah Partners is Committed to

• Providing an environment where all individuals can be their authentic selves
• Respecting each individual and supporting the diverse cultures, perspectives, and experiences of our colleagues
• Building an inclusive and diverse workforce
• Not discriminating based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law

Equal Opportunity Employer

Cerah Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.