Senior Specialist, Billing

About the role

The Sr. Associate Professional Services Billing supports the day-to-day operations of the services organization by managing project workflows, billing processes, and vendor invoice administration within Certinia (formerly FinancialForce).

Responsibilities

• Manage project setup and maintenance within Certinia, ensuring accurate configuration of billing structures, rates, and revenue rules
• Review and validate time and expense entries for completeness, accuracy, and policy compliance
• Execute client billing processes, including invoice generation, adjustments, and reconciliations
• Process and track vendor invoices, ensuring alignment with project budgets and contractual terms
• Partner with project managers and finance teams to resolve billing discrepancies and improve workflow efficiency
• Maintain data accuracy across systems to support reporting and audit readiness
• Generate and manage client invoices in Certinia (T&M, fixed fee, milestone-based)
• Review project financials to ensure billing accuracy and readiness
• Integrate AI tools to streamline workflows, generate insights, and improve operational efficiency
• Support revenue recognition processes in alignment with billing schedules
• Collaborate with Finance on invoice cycles, adjustments, and collections support
• Ensure vendor invoices are accurately reviewed, validated, and handled in accordance with approved project budgets and authorizations
• Ensure accurate allocation of vendor costs to projects within Certinia
• Partner with Project Managers and Finance to resolve discrepancies and approval issues
• Maintain oversight of vendor spend and support timely accruals as needed
• Develop and maintain reporting frameworks and dashboards in Certinia and Salesforce to support Services and Finance leadership
• Translate data into actionable insights and recommendations to improve billing accuracy, financial performance, and operational efficiency
• Identify opportunities for reporting automation and process optimization to improve scalability and efficiency
• Ensure data integrity and consistency across systems to enable reliable reporting and decision-making
• Proactively surface variances, discrepancies, and performance gaps, and recommend corrective actions

Requirements

• Bachelor's Degree or equivalent experience and / or military experience
• Overall 3+ years of experience in Certinia
• Minimum of 5+ years of experience in professional services, billing, accounts receivable, or project coordination
• Working knowledge of the Salesforce platform and related reporting capabilities
• Experience integrating AI into daily workflows for efficiency and accuracy
• Strong understanding of financial data management, including cost allocation and billing accuracy
• Advanced proficiency in Excel (e.g., pivot tables, lookups, data analysis) and/or reporting tools
• Strong attention to detail with a focus on data accuracy and process consistency
• Must be a US Citizen

Qualifications

• Ability to use AI tools (e.g., ChatGPT, Copilot) to enhance productivity, research, and communication
• Strong communication skills
• Experience managing both client billing and vendor invoice processing in a project-based environment
• Strong attention to detail with a focus on data accuracy and process consistency
• Must be a US Citizen

Skills

• Ability to effectively utilize AI tools to streamline workflows, generate insights, and improve operational efficiency
• Strong communication skills
• Ability to integrate AI into daily workflows for efficiency and accuracy
• Strong understanding of financial data management, including cost allocation and billing accuracy
• Advanced proficiency in Excel (e.g., pivot tables, lookups, data analysis) and/or reporting tools
• Strong attention to detail with a focus on data accuracy and process consistency
• Must be a US Citizen

Benefits

Presidio offers competitive compensation and benefits packages tailored to each individual’s needs and contributions.

Pay

Competitive compensation based on experience and qualifications.

Schedule

Full-time position with flexible working hours to accommodate project demands.