Sr. Billing Specialist

Sr. Billing Specialist

This role strengthens the operational backbone of our Finance & Operations team by improving billing accuracy, revenue visibility, and scalable project financial processes. It ensures project leads and partners have timely, reliable financial insight across the full project lifecycle – from demand planning and staffing through WIP management, revenue forecasting, invoicing, and reporting.

• Partner closely with project leads to actively manage monthly work-in-process (WIP).
• Monitor and drive staff time entry compliance and data accuracy across projects.
• Review WIP balances with project leadership to ensure alignment with project progress and billing expectations.
• Update project forecasts including revenue projections, staffing plans, and delivery timelines.
• Identify and proactively address risks related to utilization, billing delays, revenue recognition, or data inconsistencies.
• Ensure project financial data across systems remains accurate and aligned.

• Assist in the development of accurate monthly revenue forecasts across active engagements.
• Analyze actuals versus forecast and provide insights on key variances.
• Ensure revenue projections align with contractual terms, billing structures, and project milestones.
• Support Finance leadership during monthly close by providing timely and reliable financial data.
• Help strengthen forecasting methodologies as the firm scales its project portfolio.

• Prepare detailed and accurate pro forma invoices in accordance with project terms and client requirements.
• Partner with project leads and partners to review and finalize invoices.
• Ensure invoices accurately reflect agreed pricing models, scope of work, and contractual obligations.
• Manage the end-to-end invoice lifecycle including preparation, approval, delivery, and documentation.
• Track invoice delivery and confirm client receipt to support timely collections.
• Monitor accounts receivable and assist with follow‑ups on outstanding invoices.
• Maintain accurate and well‑documented billing records across systems.

• Leverage enterprise systems and data platforms to improve operational efficiency and billing accuracy.
• Identify opportunities to automate workflows and reduce manual processes through tools such as Power Automate, Tableau, and other automation platforms.
• Collaborate with Finance, Operations, and Technology teams to improve system integrations and data flows across platforms including Salesforce and Net Suite.
• Contribute to the design and development of dashboards and reporting tools that enhance financial visibility for partners and leadership.
• Ensure operational processes leverage technology effectively to support growing project complexity and volume.

• Contribute to the design and optimization of end-to-end operational processes across the project lifecycle, including demand intake and project setup, scheduling and staffing coordination, project financial tracking and reporting, revenue forecasting and WIP management, and invoice preparation and delivery.
• Identify inefficiencies, bottlenecks, or data gaps and propose scalable solutions.
• Help design process frameworks that can scale with the firm’s expected growth over the next several years.
• Support initiatives to standardize workflows, improve data quality, and increase transparency across the firm.
• Partner with leadership to strengthen operational infrastructure that supports long‑term firm growth.

• 5+ years of billing, revenue operations, or project finance experience within a professional services firm.
• Strong understanding of project-based billing structures, WIP management, and revenue recognition principles.
• Experience partnering directly with project leads, partners, or senior stakeholders.
• Experience supporting fast‑paced, high‑growth organizations where operational processes and systems are evolving.
• Experience working with enterprise business systems such as Salesforce, Net Suite, or a comparable ERP…