Billing & Revenue Associate

Cerity Partners

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

Posted 9/17/2026full-timeNew York City • Illinois • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in portfolio accounting systems and billing processes, ensuring accuracy and efficiency in client setup and financial operations. Strong analytical skills and attention to detail are essential for managing billing and reconciliation tasks in a fast-paced environment.

Highest-signal resume keywords

Portfolio Accounting SystemsBilling ManagementAccounts ReceivableMicrosoft Excel ProficiencyWealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

BillingReconciliationClient SetupFinancial AnalysisData Accuracy

Soft Skills

Detail-OrientedMultitaskingJudgmentCollaborationSelf-Starter

Tools & Technologies

OrionAddepar

Industry Keywords

Financial ServicesInvestment OperationsRIAWealth ManagementFinance

About the role

Key responsibilities & impact

Ensure accurate client setup in the firm's portfolio accounting systems
Manage and execute accurate, timely quarterly billing runs, including facilitating billing processes across major custodians
Resolve billing issues and handle ad hoc billing requests with sound judgment
Prepare and distribute client billing with precision
Partner with Accounts Receivable to ensure accuracy across all billing and payments
Collaborate across Billing, Finance, and Operations teams to drive meaningful process improvements

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, or a related business field
2-4 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 environment
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
A self-starter who identifies with Cerity Partners' mission and embodies its core values
Prolonged periods sitting at a desk and working on a computer
Applicants must be authorized to work for any employer in the U.S.

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
Hybrid work setting (3 days a week in office)