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Job description
Billing & Revenue Recognition Team MemberCerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. This is a fully remote opportunity, open to candidates in almost any location — work from wherever you do your best work. In this role, you'll 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 ResponsibilitiesEnsure accurate client setup in the firm's portfolio accounting systemsManage and execute accurate, timely quarterly billing runs, including facilitating billing processes across major custodiansResolve billing issues and handle ad hoc billing requests with sound judgmentPrepare and distribute client billing with precisionPartner with Accounts Receivable to ensure accuracy across all billing and paymentsCollaborate across Billing, Finance, and Operations teams to drive meaningful process improvementsRequired Qualifications:Bachelor's degree in Finance, Accounting, or a related business field2-4 years of relevant experience preferred, with experience in wealth management, RIA, financial services, investment operations, billing, accounts receivable, portfolio accounting, reconciliation, or a related finance or operations environmentPrevious operations or finance experience, including billing, account opening, or reconciliationStrong proficiency with Microsoft ExcelExperience working with portfolio accounting systems such as Orion or AddeparHighly detail-oriented with the ability to multitask in a fast-paced environmentA self-starter who identifies with Cerity Partners' mission and embodies our core valuesPhysical Requirements:Prolonged periods sitting at a desk and working on a computerWhy Cerity Partners:Health, dental, and vision insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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.
Worksite address
saratoga springs, NY, 12866, US
Who can apply
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