Billing Specialist

About the role

Keystone is a premier economics, technology, and strategy consulting firm that advises technology leaders, Fortune 100 companies, their legal counsel, and governments on business, economic, litigation, and regulatory strategy in relation to emerging innovations and competitive ecosystems. We operate globally from offices in New York City, Boston, San Francisco, Seattle, London, Dubai, and Washington, D.C. We are growing quickly and are seeking an exceptional Billing Specialist to join our Finance & Operations team.

Responsibilities

• Work-in-Process Management & Project Support
• Support monthly work-in-process (WIP) review and tracking across active projects
• Maintain accurate project billing records and supporting documentation
• Support updates to project financial trackers, including revenue estimates, staffing updates, and delivery timelines
• Flag potential billing delays, data inconsistencies, or missing project information to the Sr. Billing Specialist or Finance leadership
• Revenue Tracking & Forecasting Support
• Aid in monthly revenue estimation processes across active engagements
• Support the review of actual versus forecast by gathering and organizing relevant project data
• Ensure revenue estimates align with project terms, billing structures, and project milestones
• Provide timely and accurate project financial information to support monthly close activities
• Client Billing & Invoice Management
• Prepare draft pro forma invoices in accordance with project terms and client requirements
• Support project leads and partners during invoice review and approval processes
• Ensure invoices accurately reflect approved pricing, scope of work, time entries, expenses, and billing terms
• Manage invoice documentation, approvals, delivery tracking, and recordkeeping
• Track invoice delivery and support confirmation of client receipt
• Billing Operations & Process Support
• Support consistent billing workflows across project setup, WIP review, invoice preparation, and billing documentation
• Identify missing information, process gaps, or data inconsistencies and escalate as appropriate
• Partner with Finance and Operations team members to improve billing accuracy and timeliness
• Help maintain clean and organized billing records to support reporting, audit readiness, and internal review

Qualifications

• 2+ years of billing, accounting, revenue operations, project finance, or related experience
• Experience working in a professional services environment, such as consulting, law, accounting, or a similar client-service business
• Strong attention to detail and comfort working with financial data
• Familiarity with project-based billing, time entry, invoicing, accounts receivable, or revenue tracking processes
• Proficiency in Microsoft Excel for tracking, reconciliations, and reporting
• Ability to manage multiple deadlines and maintain accurate records in a fast-paced environment
• Strong written and verbal communication skills
• Ability to work collaboratively with Finance, Operations, project leads, and senior stakeholders

Preferred Experience

• Supporting WIP management, client billing, or project financial tracking
• Preparing pro-forma invoices or supporting invoice review processes
• Exposure to revenue forecasting, project budgets, or monthly close support
• Experience within management consulting, legal services, accounting, or another professional services billing environment

What sets you apart

• Highly organized with strong follow-through
• Exceptional attention to detail and accuracy
• Strong analytical and problem-solving skills
• Service-oriented and collaborative approach
• Comfortable working with project teams, partners, and finance stakeholders
• Ability to manage confidential financial information with discretion
• Proactive mindset and willingness to learn
• Comfortable working in a fast-moving, growing organization

Why Join Us

• Play an important role in supporting accurate billing, timely invoicing, and project financial visibility across Keystone
• Gain exposure to project finance, revenue operations, client billing, and professional services financial processes
• Work closely with Finance, Operations, project leads, partners, and the Senior Billing Specialist
• Build a strong foundation for career growth in billing operations, revenue operations, or finance
• Contribute to a growing Finance & Operations function as Keystone continues to scale

Additional Information

At Keystone, we believe diversity matters. At every level of our firm, we seek to advance and promote diversity, foster an inclusive culture, and ensure our colleagues have a deep sense of respect and belonging. If you are interested in growing your career with colleagues from varied backgrounds and cultures, consider Keystone.