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 functions, and vendor invoice management within Certinia.

• Ensure precise project initialization, uphold the integrity of time and expense records, and facilitate prompt and accurate client billing to enhance operational efficiency and financial outcomes.

• Oversee project configuration and maintenance within Certinia, ensuring correct setup of billing frameworks, rates, and revenue policies.

• Review and confirm time and expense submissions for completeness, correctness, and adherence to policy.

• Implement client billing procedures, including invoice creation, modifications, and reconciliations.

• Manage and monitor vendor invoices, ensuring they align 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 acknowledgment, and margin evaluations.

• Ensure data accuracy across various systems to support reporting and readiness for audits.

• Create and manage client invoices in Certinia (Time & Material, fixed fee, milestone-based).

• Assess project financials to confirm billing precision and readiness.

• Partner with Project Managers to validate billable tasks and rectify discrepancies.

• Work closely with Finance on invoice cycles, adjustments, and collection assistance.

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

• Maintain supervision of vendor expenditures and assist with timely accruals as necessary.

• Develop and sustain reporting frameworks and dashboards in Certinia and Salesforce to support Services and Finance leadership.

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

• Identify opportunities for reporting automation and process enhancement to boost scalability and efficiency.

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

• Proactively identify variances, discrepancies, and performance gaps, recommending corrective measures.

⛳️ 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 associated reporting functionalities.

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

• Experience in managing both client billing and vendor invoice processing in a project-focused environment.

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

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

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

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

• Must be a US Citizen.

• Capability to obtain Government Security Clearance.

🏝️ Benefits

• Opportunities for professional development.

• Flexible work arrangements.

• Health insurance coverage.

• Retirement plans.