Senior Specialist, Billing

Overview

This role supports the day-to-day operations of the professional services organization by managing project workflows, billing processes, and vendor invoice administration within Certinia (formerly FinancialForce). The position ensures accurate project setup, maintains the integrity of time and expense data, and delivers timely, accurate client billing to support operational efficiency and financial performance.

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
• Collaborate with project managers and finance teams to resolve billing discrepancies and improve workflow efficiency
• Monitor project financials to support forecasting, revenue recognition, and margin analysis
• Maintain data accuracy across systems to support reporting and audit readiness
• Utilize AI tools to streamline workflows, generate insights, and improve operational efficiency
• Generate and manage client invoices in Certinia (time & materials, fixed fee, milestone-based)
• Support revenue recognition processes in alignment with billing schedules
• Ensure accurate allocation of vendor costs to projects within Certinia
• 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, recommending corrective actions

Required Skills and Experience

• Bachelor's degree or equivalent experience and/or military experience
• Minimum 3+ years of experience with Certinia
• At least 5+ years of experience in professional services, billing, accounts receivable, or project coordination
• Working knowledge of the Salesforce platform and related reporting capabilities
• Experience using AI tools (e.g., ChatGPT, Copilot) to enhance productivity, research, and communication
• Experience managing both client billing and vendor invoice processing in a project-based environment
• Strong understanding of financial data management, including cost allocation and billing accuracy
• Advanced proficiency in Excel (pivot tables, lookups, data analysis) and/or reporting tools
• Ability to manage multiple priorities and meet deadlines in a fast-paced, deadline-driven environment
• Strong attention to detail with a focus on data accuracy and process consistency
• Must be a US Citizen
• Ability to obtain Government Security Clearance

Compensation and Benefits

Details regarding compensation and benefits are not specified in this description.

Location

This position requires US citizenship and the ability to obtain Government Security Clearance. Specific geographic location details are not provided.