Billing Specialist

Position Summary

Reporting to the Revenue Manager – Billing, the Billing Specialist is responsible for ensuring that our invoices are created and sent from our system (Workday) accurately and timely. This is a critical role as our Firm’s cash flow is dependent on accurate and timely billing. The role will work collaboratively with various members of our Revenue Team, Business Units, and external clients to ensure accurate billing.

Essential Functions & Key Responsibilities

• Review SOW documents as needed to ensure that all important information as it pertains to billing is available and accurate
• Collaborate with Contracts team, Business Units, and other billing analysts to accurately generate and distribute fee invoices to clients and expense invoices to clients bi-weekly and monthly, respectively
• Ensure retainer, fixed-fee, conversion, and other ad hoc invoices are sent out timely and accurately, with proper approval attached
• Collaborate with and provide a timely response to internal and external clients on invoice requests, billing inquiries, accrual requests, PO Updates and other items, as needed
• Prepare for and lead monthly meetings with the Business Development Team to confirm rates for client invoices and resolve any customer invoice issues
• Recommend enhancements within the system and/or process surrounding fee and expense invoicing, expense entry and time entry
• Review and follow up on missing time entry from our professional resources
• Review and enhance process documentation in the spirit of continuous improvement
• Update and assist with streamlining reporting process to implement across the Billing Team
• Aid the Billing Manager with reporting and analysis of billing metrics and trends
• Aid with Special Projects as required

Supervisory Responsibility

This position has no supervisory responsibility.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or Business
• Demonstrated curiosity and foundational understanding of emerging technologies, including AI tools and automation (e.g., data analysis tools, workflow automation, or generative AI platforms)
• Strong attention to detail and organizational skills, with the ability to manage multiple priorities effectively
• Analytical mindset with the ability to problem-solve and identify process improvement opportunities
• Proficiency in Microsoft Excel (e.g., formulas, data analysis, and reporting)
• Excellent verbal and written communication skills, with the ability to collaborate across teams and communicate with internal and external stakeholders
• The ability to quickly learn new systems (e.g., Workday) and adapt in a fast-paced, evolving environment
• Strong work ethic with a proactive, ownership mentality and a desire to take initiative
• The ability to see the broader end-to-end process and understand how individual responsibilities impact overall business outcomes
• Highly organized, detail-oriented, and able to prioritize effectively while maintaining accuracy
• The ability to demonstrate strong alignment with Firm values (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic)
• A team-oriented mindset with a willingness to contribute beyond primary responsibilities and support broader team success
• An entrepreneurial spirit and commitment to continuous personal and professional growth
• The ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy (This requirement is subject to change at the discretion of management)

Desired Qualifications

• Internship or academic project experience in finance, accounting, business operations, or a related field
• Exposure to billing, invoicing, or revenue-related concepts through coursework, internships, or part-time roles
• Familiarity with data tools (Excel, Power BI, or similar) or interest in developing those skills
• Experience using or experimenting with AI or automation tools in academic or personal projects (e.g., using AI for data analysis, research, or workflow efficiency)
• Strong academic record or demonstrated leadership in extracurricular, academic, or team-based environments
• Prior experience working in a team-oriented or client-facing environment (e.g., internships, campus organizations, part-time roles)
• Interest in process improvement, operations, or financial systems