Billing & Revenue Analyst

Ceritypartners Open · verified Sep 11, 2026

Hybrid 6 Locations Full-time Mid-level Revenue & Sales Operations

Mid-level Revenue & Sales Operations role at Ceritypartners. 6 Locations · full-time · $60,000–$70,000 base.

SalaryStated by Ceritypartners

$60,000 – $70,000

Base salary for this role, in USD per year, as published in the posting.

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Set up client records accurately in the firm’s portfolio accounting tools
Run quarterly billing and coordinate related work with major custodians
Investigate billing problems, handle one-off requests, and help distribute client bills
Check billing and payment accuracy with Accounts Receivable
Work with Billing, Finance, and Operations to improve processes

What you bring

A bachelor’s degree in finance, accounting, or a related business field
Relevant operations or finance experience involving billing, account opening, or reconciliation
Strong Microsoft Excel skills plus experience with Orion or Addepar
Careful, organized execution while managing multiple tasks in a fast-moving environment
A self-directed approach and alignment with Cerity Partners’ mission and values

Who this fits

You’ll suit a detail-focused, self-starting analyst who communicates well and works comfortably across teams. This is a hybrid U.S. role involving extended desk and computer work, and applicants must be authorized to work for any U.S. employer.

From the employer

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

We value every team member’s contribution and believe success requires cross-functional collaboration and a willingness to take ownership at all levels.

Primary Responsibilities

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

Ideal Candidate Profile – “Our Casting Call!”

Required Qualifications:

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

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer

Compensation Range:

$60,000 - $70,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

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

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.