Fraud & Scams Monitoring Analyst assessing fraud risks and investigating scams at Rabobank. Collaborating with teams to protect customers and mitigate fraud across Australia and New Zealand.
About the role
- Senior Billing Programs Analyst at Cerity Partners, leading billing execution and driving process improvements. Collaborating with internal stakeholders to support specialized billing programs and analyze data for optimization.
Responsibilities
- 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
Requirements
- 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.
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
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