Cerity Partners

Senior Billing Programs Analyst

Cerity Partners

full-time

Posted on:

Location Type: Hybrid

Location: New York City • California • Colorado • United States

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Salary

💰 $90,000 - $110,000 per year

Job Level

Senior

About the role

  • Lead billing execution for corporate and partnership billing programs; develop and implement fixed fee billing structures; drive continuous process improvement and reporting
  • Partner with internal stakeholders to support specialized billing programs including workplace solutions, custodial referral businesses, promoter arrangements, and separately managed account partnerships
  • Analyze billing data to identify trends, discrepancies, and optimization opportunities; drive automation and workflow improvements to enhance efficiency and accuracy
  • Create and deliver regular reporting with metrics and insights to support data-driven decision-making across billing programs
  • Lead cross-functional projects with Finance, Special Program Heads, Relationship Management, and Client Service teams
  • Resolve complex billing issues and respond to ad hoc program requests
  • Document and standardize procedures for specialized billing programs

Requirements

  • Bachelor's degree in Accounting, Finance, or related business field
  • 4-6 years of experience in RIA billing, finance, or specialized billing programs
  • Strong proficiency with Microsoft Excel and data analytics tools
  • Experience with portfolio accounting systems (Orion, Addepar preferred) and Salesforce or similar CRM platforms
  • Demonstrated success with data analysis and process improvement initiatives
  • Excellent communication skills with ability to engage stakeholders at all levels
  • Proven project management capabilities with track record of driving initiatives to completion
  • Detail-oriented with ability to manage competing priorities effectively
  • Self-starter who aligns with Cerity Partners' mission and core values.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
billing executionfixed fee billing structuresdata analysisprocess improvementreportingautomationworkflow improvementsproject managementportfolio accounting systemsdata analytics
Soft Skills
communicationstakeholder engagementdetail-orientedself-starterability to manage competing priorities