Senior Associate, Billing – Certinia, FinancialForce

Presidio

Senior Associate responsible for billing operations and project workflows at Presidio. Collaborating with finance teams to ensure accuracy in project financials and client invoicing.

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

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Hard Skills

CertiniaSalesforcebilling processesvendor invoice processingfinancial data managementcost allocationExceldata analysisreporting automationproject coordination

Soft Skills

communicationproblem-solvingorganizational skillsattention to detailtime managementcollaborationadaptabilityanalytical thinkingprioritizationinsight generation

Tools & Technologies

AI toolsChatGPTCopilotreporting toolsdashboardsproject management softwarebilling softwaredata reporting systemsfinancial softwarevendor management systems

Certifications & Qualifications

Bachelor's DegreeGovernment Security Clearance

Industry Keywords

professional servicesaccounts receivablebilling accuracyrevenue recognitionproject financialsvendor spendinvoice generationcontractual termspolicy complianceworkflow efficiency

About the role

Key responsibilities & impact

Support the day-to-day operations of the services organization by managing project workflows, billing processes, and vendor invoice administration within Certinia
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
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

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
Must be a US Citizen
Ability to obtain Government Security Clearance

Benefits

Comp & perks

Professional development opportunities
Flexible working hours
Paid time off