Billing & Revenue Manager

🔥 1 minute ago

🌽 Illinois, New Jersey, +3 more states – Remote

🌽 Illinois – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote

💵 $125k - $150k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💹 Revenue Operations

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Cerity Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

🏥 Healthcare

Consulting • Insurance • Healthcare

Cerity Partners is a comprehensive financial advisory firm that provides a wide array of services tailored for individuals, families, corporations, and nonprofit organizations. The firm specializes in wealth management, investment solutions, estate and gift planning, tax planning, and risk management. Their approach is centered on delivering objective financial advice and customized strategies aimed at addressing the unique financial needs and complexities faced by their clients.

📋 Description

• Oversee day-to-day billing and revenue management activities, ensuring accuracy, timeliness, and strong internal controls • Lead the billing workstream for mergers, from pre-close due diligence through post-close integration, including evaluating incoming firms' billing practices, transition planning, and conversion to the billing platform • Lead, coach, and develop a team of 8 professionals, owning performance management, staff development, and workload prioritization • Own complex billing issues, exceptions, and escalations, driving them to timely resolution • Serve as a trusted partner to advisors and client-facing colleagues, responding to billing and fee inquiries with clarity, responsiveness, and a strong client experience in mind • Partner closely with Finance, Technology, business teams, and other stakeholders on initiatives and changes that impact billing and revenue • Lead the function through business and organizational change, assessing impacts, recommending solutions, and driving implementation as the firm grows and evolves • Proactively identify opportunities to standardize, automate, and streamline processes, improving efficiency and building scalability • Establish and monitor key metrics, controls, and procedures that strengthen performance and reduce risk • Communicate clearly with stakeholders on initiatives, issues, and changes, maintaining strong working relationships across the organization

🎯 Requirements

• 7+ years of experience in billing, revenue management, or a related finance function, including 3+ years managing people • Experience in wealth management, investment management, or a similarly complex financial services environment • Hands-on experience with the Orion billing platform, including configuring fee schedules and generating quarterly bills • A track record supporting mergers, conversions, system implementations, or other significant organizational changes • A proven ability to operate effectively in a dynamic, evolving environment — translating business change into practical solutions, processes, and execution plans • Strong leadership, analytical, problem-solving, and project management skills • Experience partnering with Technology on system enhancements, testing, automation, and implementation • Strong communication and stakeholder-management skills, with the ability to work effectively across functions and levels of the organization, including advisors and client-facing colleagues • Bachelor's degree or equivalent experience • Familiarity with fee-billing concepts, including a range of fee structures (tiered, blended, flat, asset-based), billing methodologies (advance vs. arrears; average daily balance vs. period-end), household aggregation, and proration logic • Experience with custodial fee-file submission (e.g., Schwab, Fidelity) is preferred • Strong understanding of internal controls and accounting concepts as they relate to revenue and receivables • Advanced Excel proficiency (e.g., XLOOKUP, SUMIF, pivot tables, large-data reconciliation) • Experience with Addepar or similar portfolio management and billing platforms is a plus • Applicants must be authorized to work for any employer in the U.S.

🏖️ 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