Presidio

Senior Specialist, Billing

Presidio • $70K — $95K *
US-AnywhereRemote in United States
Business Services
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience; military experience considered
  • Minimum of 5 years in professional services billing or project coordination
  • 3+ years experience using Certinia
  • Familiarity with Salesforce and its reporting functions
  • Experience using AI tools for productivity enhancement
  • Advanced Excel skills, including pivot tables and data analysis
  • Ability to manage multiple tasks under tight deadlines

Responsibilities

  • Manage project setup and maintain accurate billing structures in Certinia
  • Validate time and expense entries for accuracy and compliance
  • Execute and oversee client billing processes, including invoice generation
  • Track vendor invoices to ensure alignment with budgets and contracts
  • Collaborate with project managers and finance to resolve billing issues
  • Monitor project financials for forecasting and revenue recognition
  • Develop reporting frameworks and dashboards to support financial oversight

Benefits

  • Opportunity for professional growth within a dynamic team environment
  • Access to advanced technology and tools for enhancing productivity
  • Engagement in meaningful work that directly impacts operational efficiency
  • Collaboration with cross-functional teams to improve processes and outcomes
  • Develop insights that drive decisions and improve financial performance
Full Job Description
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). This role is responsible for ensuring accurate project setup, maintaining integrity of time and expense data, and delivering timely, accurate client billing processing to support operational efficiency and financial performance. Strong communication.

Responsibilities Include:

  • 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
  • Monitor project financials to support forecasting, revenue recognition, and margin analysis
  • Maintain data accuracy across systems to support reporting and audit readiness
    Ability to effectively utilize AI tools to streamline workflows, generate insights, and improve operational efficiency.
  • Generate and manage client invoices in Certinia (T&M, fixed fee, milestone-based)
  • Review project financials to ensure billing accuracy and readiness
  • Experience integrating AI into daily workflows for efficiency and accuracy.
  • Partner with Project Managers to validate billable work and resolve discrepancies
  • 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


Required Skills and Professional Experience:

  • 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
  • Ability to use 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 (e.g., 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

About Presidio

Presidio is a leading provider of information technology services and solutions for businesses of all sizes. The company offers a wide range of services, including cloud computing, cybersecurity, data center solutions, and more. Presidio was founded in 2003 and has since grown to become one of the largest IT services companies in the United States. The company has over 3,000 employees and serves clients in a variety of industries, including healthcare, finance, and government.
Learn more about Presidio
Size
2,900 employees
Industry
Information Technology
Founded
2003
NASDAQ
PSDO
* Ladders Estimates

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