Billing & Revenue Associate

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. This fully remote opportunity is open to candidates in almost any location, allowing you to work from wherever you do your best work. In this role you will prepare, execute, and manage critical client billing functions in a collaborative, fast‑paced environment where your work directly supports the accuracy and integrity of our client relationships. The ideal candidate brings impeccable attention to detail, strong communication skills, and proven analytical and financial experience to a high‑visibility function within the firm. We value every team member’s 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 firm’s portfolio accounting systems.
• Manage and execute accurate, timely quarterly billing runs, including facilitating billing processes across major custodians.
• Resolve billing issues and handle ad‑hoc billing requests with sound judgment.
• Prepare and distribute client billing with precision.
• Partner with Accounts Receivable to ensure accuracy across all billing and payments.
• Collaborate across Billing, Finance, and Operations teams to drive meaningful process improvements.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or a related business field.
• 2‑4 years of relevant experience preferred, with exposure to wealth management, RIA, financial services, investment operations, billing, accounts receivable, portfolio accounting, reconciliation, or a related finance/operations environment.
• 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.
• A self‑starter who identifies with Cerity Partners’ mission and embodies core values.

Physical Requirements

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

Benefits

• 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.

Schedule

Open to various office locations – hybrid work setting (three days a week in the office). Fully remote opportunities are also available for candidates in almost any location.