Billing Specialist

Keystone is a premier economics, technology, and strategy consulting firm built to help companies lead through transformation. As breakthrough innovations reshape industries, redefine competition and change our society, complex and highly competitive ecosystems emerge. Keystone advises technology leaders, Fortune 100 companies, their legal counsel, and governments on business, economic, litigation, and regulatory strategy in relation to these innovations and competitive eco-systems. We operate globally from offices in New York City, Boston, San Francisco, Seattle, London, Dubai, and Washington, D.C. We are growing quickly and looking for an exceptional Billing Specialist to join our Finance & Operations team. This role is critical to supporting accurate billing, timely invoicing, and reliable project financial data across Keystone’s active engagements. The Billing Specialist will work closely with the Senior Billing Specialist, Finance, Operations, project leads, and partners to support work-in-process management, revenue tracking, invoice preparation, and billing documentation as Keystone continues its next chapter of growth. About The Billing Specialist Role The Billing Specialist is a key member of the Finance & Operations team and supports the day-to-day execution of Keystone’s billing and project finance processes. This role will assist with work-in-process management, project financial tracking, revenue estimation support, invoice preparation, and billing record maintenance. The Billing Specialist will work closely with the Sr. Billing Specialist and project teams to ensure time entry, billing data, invoice documentation, and project financial records are accurate and up to date. This role is well suited for someone who is detail-oriented, highly organized, comfortable working with financial information, and motivated to build a career in billing, revenue operations, or project finance within a professional services environment. Key Responsibilities Work-in-Process Management & Project Support Support monthly work-in-process (WIP) review and tracking across active projectsMonitor staff time entry compliance and follow up on missing or incomplete time entriesAssist with reviewing WIP balances to ensure project billing data is accurate and currentSupport updates to project financial trackers, including revenue estimates, staffing updates, and delivery timelinesFlag potential billing delays, data inconsistencies, or missing project information to the Sr. Billing Specialist or Finance leadershipMaintain accurate project billing records and supporting documentation Revenue Tracking & Forecasting Support Assist with monthly revenue estimation processes across active engagementsSupport the review of actual versus forecast by gathering and organizing relevant project dataHelp ensure revenue estimates align with project terms, billing structures, and project milestonesProvide timely and accurate project financial information to support monthly close activitiesMaintain organized records of forecast updates, billing assumptions, and project-level financial changes Client Billing & Invoice Management Prepare draft pro forma invoices in accordance with project terms and client requirementsSupport project leads and partners during invoice review and approval processesEnsure invoices accurately reflect approved pricing, scope of work, time entries, expenses, and billing termsManage invoice documentation, approvals, delivery tracking, and recordkeepingTrack invoice delivery and support confirmation of client receiptMonitor accounts receivable status and assist with follow-ups on outstanding invoicesMaintain accurate and well-documented billing files across active and closed projects Billing Operations & Process Support Support consistent billing workflows across project setup, WIP review, invoice preparation, and billing documentationIdentify missing information, process gaps, or data inconsistencies and escalate as appropriatePartner with Finance and Operations team members to improve billing accuracy and timelinessHelp maintain clean and organized billing records to support reporting, audit readiness, and internal reviewContribute to a collaborative, service-oriented Finance & Operations team environment Required What You’ll Bring 2+ years of billing, accounting, revenue operations, project finance, or related experienceExperience working in a professional services environment, such as consulting, law, accounting, or a similar client-service business preferredStrong attention to detail and comfort working with financial dataFamiliarity with project-based billing, time entry, invoicing, accounts receivable, or revenue tracking processesProficiency in Microsoft Excel for tracking, reconciliations, and reportingAbility to manage multiple deadlines and maintain accurate records in a fast-paced environmentStrong written and verbal communication skillsAbility to work collaboratively with Finance, Operations, project leads, and senior stakeholders Preferred Experience supporting WIP management, client billing, or project financial trackingExperience preparing pro-forma invoices or supporting invoice review processesExposure to revenue forecasting, project budgets, or monthly close supportExperience within management consulting, legal services, accounting, or another professional services billing environmentBachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred What Sets You Apart Highly organized with strong follow-throughExceptional attention to detail and accuracyStrong analytical and problem-solving skillsService-oriented and collaborative approachComfortable working with project teams, partners, and finance stakeholdersAbility to manage confidential financial information with discretionProactive mindset and willingness to learnComfortable 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 KeystoneGain exposure to project finance, revenue operations, client billing, and professional services financial processesWork closely with Finance, Operations, project leads, partners, and the Senior Billing SpecialistBuild a strong foundation for career growth in billing operations, revenue operations, or financeContribute to a growing Finance & Operations function as Keystone continues to scale In addition to annual salary, we provide an annual discretionary bonus, 401k contribution, and competitive benefits package. Actual Compensation within the range will depend upon the level the individual is hired into based on their skills, experience, and qualifications. Annual Salary Range $80,000—$100,000 USD 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.