[Remote] Senior Associate, Billing (Certinia/FinancialForce)

Note: The job is a remote job and is open to candidates in USA. Presidio is a leader in the technology sector, focusing on innovative digital solutions and AI. The Senior Associate Professional Services Billing role involves managing project workflows, billing processes, and vendor invoice administration to ensure operational efficiency and financial performance.ResponsibilitiesManage project setup and maintenance within Certinia, ensuring accurate configuration of billing structures, rates, and revenue rulesReview and validate time and expense entries for completeness, accuracy, and policy complianceExecute client billing processes, including invoice generation, adjustments, and reconciliationsProcess and track vendor invoices, ensuring alignment with project budgets and contractual termsPartner with project managers and finance teams to resolve billing discrepancies and improve workflow efficiencyMonitor project financials to support forecasting, revenue recognition, and margin analysisMaintain data accuracy across systems to support reporting and audit readiness Ability to effectively utilize AI tools to streamline workflows, generate insights, and improve operational efficiencyGenerate and manage client invoices in Certinia (T&M, fixed fee, milestone-based)Review project financials to ensure billing accuracy and readinessExperience integrating AI into daily workflows for efficiency and accuracyPartner with Project Managers to validate billable work and resolve discrepanciesSupport revenue recognition processes in alignment with billing schedulesCollaborate 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 authorizationsEnsure accurate allocation of vendor costs to projects within CertiniaPartner with Project Managers and Finance to resolve discrepancies and approval issuesMaintain oversight of vendor spend and support timely accruals as neededDevelop and maintain reporting frameworks and dashboards in Certinia and Salesforce to support Services and Finance leadershipTranslate data into actionable insights and recommendations to improve billing accuracy, financial performance, and operational efficiencyIdentify opportunities for reporting automation and process optimization to improve scalability and efficiencyEnsure data integrity and consistency across systems to enable reliable reporting and decision-makingProactively surface variances, discrepancies, and performance gaps, and recommend corrective actionsSkillsBachelor's Degree or equivalent experience and / or military experienceOverall 3+, years of experience in CertiniaMinimum of, 5+, years of experience in professional services, billing, accounts receivable, or project coordinationWorking knowledge of the Salesforce platform and related reporting capabilitiesAbility to use AI tools (e.g., ChatGPT, Copilot) to enhance productivity, research, and communicationExperience managing both client billing and vendor invoice processing in a project-based environmentStrong understanding of financial data management, including cost allocation and billing accuracyAdvanced proficiency in Excel (e.g., pivot tables, lookups, data analysis) and/or reporting toolsAbility to manage multiple priorities and meet deadlines in a fast-paced, deadline-driven environmentStrong attention to detail with a focus on data accuracy and process consistencyMust be a US CitizenAbility to obtain Government Security ClearanceCompany OverviewPresidio provides managed services and network solutions technologies. It was founded in 2003, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.presidio.com.