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Presidio

Senior Associate, Billing – Certinia/FinancialForce

Presidio

Sr. Associate in Billing at Presidio managing project workflows and client invoicing processes.

Posted 6/16/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact
  • Supports the day-to-day operations of the services organization by managing project workflows, billing processes, and vendor invoice administration within Certinia.
  • Responsible for ensuring accurate project setup, maintaining integrity of time and expense data, and delivering timely, accurate client billing processing.
  • 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.

Requirements

What you’ll need
  • 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.

Benefits

Comp & perks
  • Remote work options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Certiniabilling processesvendor invoice administrationproject setuptime and expense data managementinvoice generationfinancial data managementExceldata analysiscost allocation
Soft Skills
attention to detailability to manage multiple prioritiesdeadline managementcollaborationproblem-solvingcommunication
Certifications
Bachelor's DegreeGovernment Security Clearance