Senior Associate, Billing – Certinia/FinancialForce

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Presidio

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤖 Artificial Intelligence

🔒 Cybersecurity

🏢 Enterprise

Artificial Intelligence • Cybersecurity • Enterprise

Presidio is a global IT solutions and services firm that designs, implements, and manages agile, secure digital platforms to help enterprise customers accelerate digital transformation. Its offerings include cloud migration and modern platforms, managed services, AI and data analytics (including agentic and private AI), cybersecurity, networking, collaboration, and lifecycle/finops and procurement/consumption financing. Presidio serves regulated and enterprise sectors such as healthcare, media & entertainment, finance, public sector and utilities.

📋 Description

• 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

• 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

• Remote work options