Billing Revenue Analyst | Wealth Management

Cerity Partners is seeking a talented, bright, and motivated individual with the highest level of personal integrity to join our Finance Team as a Billing/Revenue Analyst.  In this role, you will have the opportunity to work in a collaborative and fast-paced environment to prepare, execute and manage various client billing functions.  The ideal candidate must have impeccable attention to detail and communication skills, as well as proven analytical and financial experience

 Daily and Monthly Responsibilities

• Ensure all clients are set up accurately in the firm’s portfolio accounting systems
• Manage and execute quarterly billing runs
• Resolve billing issues and handle ad hoc billing requests
• Manage revenue accruals for our OCIO, venture capital-as-a-service and tax teams   
• Collaborate with the Billing team, Operations team and broader organization to improve processes

Ideal Candidate

Required Skills and Qualifications

• Bachelor’s degree in accounting, finance or business
• 2+ years of experience
• Ability to multitask, prioritize, and organize efficiently
• Strong professional communication skills
• Critical attention to detail and problem-solving skills
• Proficient in Microsoft Office suite, especially Excel

Preferred Qualifications

• Prior experience working in financial services or professional services
• Prior experience with wealth management billing
• Prior experience with Black Diamond
• Knowledge of GAAP (generally accepted accounting principles in the U.S.)

Company Overview

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.  Our culture allows us to deliver this mission.  We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class client experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills