Senior Billing Programs Analyst

Cerity Partners is seeking a motivated professional to lead billing services and processes for our specialized billing programs. The ideal candidate brings strong analytical capabilities, a process improvement mindset, and excellent communication skills to thrive in our collaborative, fast-paced environment.

Lead billing execution for corporate and partnership billing programs; develop and implement fixed fee billing structures; drive continuous process improvement and reporting. Partner with internal stakeholders to support specialized billing programs including workplace solutions, custodial referral businesses, promoter arrangements, and separately managed account partnerships.

• Lead billing execution for corporate and partnership billing programs; develop and implement fixed fee billing structures; drive continuous process improvement and reporting
• Partner with internal stakeholders to support specialized billing programs including workplace solutions, custodial referral businesses, promoter arrangements, and separately managed account partnerships
• Analyze billing data to identify trends, discrepancies, and optimization opportunities; drive automation and workflow improvements to enhance efficiency and accuracy
• Create and deliver regular reporting with metrics and insights to support data-driven decision-making across billing programs
• Lead cross-functional projects with Finance, Special Program Heads, Relationship Management, and Client Service teams
• Resolve complex billing issues and respond to ad hoc program requests
• Document and standardize procedures for specialized billing programs

• Bachelor's degree in Accounting, Finance, or related business field
• 4-6 years of experience in RIA billing, finance, or specialized billing programs
• Strong proficiency with Microsoft Excel and data analytics tools
• Experience with portfolio accounting systems (Orion, Addepar preferred) and Salesforce or similar CRM platforms
• Demonstrated success with data analysis and process improvement initiatives
• Excellent communication skills with ability to engage stakeholders at all levels
• Proven project management capabilities with track record of driving initiatives to completion
• Detail-oriented with ability to manage competing priorities effectively
• Self-starter who aligns with Cerity Partners' mission and core values

Compensation Range: $90,000-$110,000

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  Applicants must be authorized to work for any employer in the U.S.