Billing & Revenue Associate jobs in United States
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Cerity Partners · 9 hours ago

Billing & Revenue Associate

positionNew York, NY
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$60K/yr - $80K/yr
date2+ years exp

Cerity Partners is seeking a talented and motivated individual to join their Billing & Revenue Recognition Team. In this role, you will prepare, execute, and manage various client billing functions while collaborating with different teams to drive process improvements.

BankingFinanceFinancial Services
badNo H1Bnote

Responsibilities

Ensure accurate client setup in the firm's portfolio accounting systems
Manage and execute quarterly billing runs in an accurate and timely manner
Facilitate quarterly billing at 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

Qualification

Finance experienceBilling experienceMicrosoft ExcelBachelor’s degreePortfolio accounting systemsAnalytical skillsMultitaskingAttention to detailCommunication skillsSelf-starter

Required

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

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

Company

Cerity Partners

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Cerity Partners is a financial services company specializes in banking,finance and personal loan.
dateFounded in 2009
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://ceritypartners.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing

Leadership Team

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Kurt Miscinski
President & CEO
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Carol Benz
Partner & Chief People Officer
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Recent News

GlobeNewswire
Nasdaq Private Market Closes Series C Round, Marking 4x Valuation Step-up Since 2024
2026-01-16
Private Banker International
Cerity Partners merges with SOL Capital Management
2026-01-11
Pulse 2.0
Cerity Partners Merges With SOL Capital Management, Expanding Presence In Maryland And The Washington, D.C. Region
2026-01-11
Company data provided by crunchbase