Senior Specialist, Billing

Presidio

Senior Specialist, Billing managing project workflows, billing processes, and vendor invoice administration at Presidio. Supporting operational efficiency and financial performance through effective data management and AI tools.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing project workflows, billing processes, and vendor invoice administration within Certinia, ensuring data accuracy and compliance. Proficient in financial data management and reporting, with a strong focus on operational efficiency and client billing accuracy.

Highest-signal resume keywords

Certinia ExperienceClient Billing ManagementVendor Invoice ProcessingFinancial Data ManagementAdvanced Excel Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Project Workflow ManagementBilling Process ManagementData AnalysisCost AllocationReporting Automation

Soft Skills

Attention to DetailTime ManagementProblem-Solving

Tools & Technologies

CertiniaSalesforceExcelAI Tools

Certifications & Qualifications

Bachelor's DegreeGovernment Security Clearance

Industry Keywords

Professional ServicesAccounts ReceivableProject CoordinationBilling AccuracyFinancial Performance

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
Ensure accurate project setup, maintaining integrity of time and expense data, and delivering timely, accurate client billing processing to support operational efficiency and financial performance
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
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
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
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
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

Professional development opportunities
Flexible work arrangements
Health insurance
Retirement plans