Senior Specialist, Billing

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the daily operations of the services organization by overseeing project workflows, billing procedures, and vendor invoice management within Certinia.

• Guarantee precise project initialization, safeguarding the integrity of time and expense data, and ensuring prompt client billing processing.

• Oversee project setup and maintenance within Certinia, confirming the accurate configuration of billing structures, rates, and revenue rules.

• Review and verify time and expense entries for completeness, accuracy, and adherence to policies.

• Carry out client billing processes, including invoice creation, modifications, and reconciliations.

• Process and monitor vendor invoices, ensuring compliance with project budgets and contractual agreements.

• Collaborate with project managers and finance teams to address billing discrepancies and enhance workflow efficiency.

• Track project financials to assist in forecasting, revenue recognition, and margin analysis.

• Ensure data accuracy across systems to facilitate reporting and audit preparedness.

• Generate and manage client invoices in Certinia (T&M, fixed fee, milestone-based).

• Review project financials to confirm billing accuracy and readiness.

• Work alongside Project Managers to verify billable work and resolve discrepancies.

• Assist in revenue recognition processes in line with billing schedules.

• Collaborate with Finance on invoice cycles, adjustments, and support for collections.

• Ensure vendor invoices are thoroughly reviewed, validated, and processed according to approved project budgets and authorizations.

• Confirm accurate allocation of vendor costs to projects within Certinia.

• Develop and uphold reporting frameworks and dashboards in Certinia and Salesforce to aid Services and Finance leadership.

• Convert data into actionable insights and recommendations to enhance billing accuracy, financial performance, and operational efficiency.

• Identify opportunities for reporting automation and process optimization to elevate scalability and efficiency.

• Ensure data integrity and consistency across systems to support reliable reporting and decision-making.

• Proactively identify variances, discrepancies, and performance gaps, and propose corrective actions.

⛳️ Requirements

• Bachelor's Degree or equivalent experience and/or military background.

• A minimum of 3+ years of experience with Certinia.

• At least 5+ years of experience in professional services, billing, accounts receivable, or project coordination.

• Familiarity with the Salesforce platform and its reporting capabilities.

• Proficiency in utilizing AI tools (e.g., ChatGPT, Copilot) to boost productivity, research, and communication.

• Experience in managing both client billing and vendor invoice processing within a project-based setting.

• Strong comprehension of financial data management, including cost allocation and billing accuracy.

• Advanced skills in Excel (e.g., pivot tables, lookups, data analysis) and/or reporting tools.

• Capability to juggle multiple priorities and meet deadlines in a fast-paced, deadline-oriented environment.

• Exceptional attention to detail with a strong emphasis on data accuracy and process consistency.

• Must be a US Citizen.

• Eligibility to obtain Government Security Clearance.

🏝️ Benefits

• Competitive salary.

• Flexible working hours.

• Professional development budget.

• Home office setup allowance.

• Global team events.