Job Description
Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. In 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 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 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:
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:
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 [email protected]. Applicants must be authorized to work for any employer in the U.S.