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Cerity Partners

Billing & Revenue Analyst

Cerity Partners

. Ensure accurate client setup in the firm's portfolio accounting systems .

Posted 5/6/2026full-timeLouisville • Illinois, Kentucky, New York • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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.

Benefits

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
billingaccount reconciliationportfolio accounting systemsMicrosoft Excel
Soft Skills
detail-orientedmultitaskingself-starter
Certifications
Bachelor’s degree in financeBachelor’s degree in AccountingBachelor’s degree in related business field