AI‑Driven Billing & Revenue Operations Specialist

Presidio; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

Presidio is seeking a Billing Specialist to manage project setup in Certinia, configure billing structures, review time and expense entries, and execute client invoicing.

You will work with project managers and finance teams to process vendor invoices, support revenue recognition, and leverage AI tools to automate reporting, improve accuracy, and drive efficiency across billing cycles.

Qualifications

• Bachelor's Degree or equivalent experience and/or military experience.
• Overall 3+ years of experience in Certinia.
• Minimum 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.

Responsibilities

• 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
• Experience integrating AI into daily workflows for efficiency and accuracy
• 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
• 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

Skills

Attention to detail

Multi-tasking

Deadline-driven

Financial data interpretation

Education

Bachelor's Degree or equivalent

Tools

Salesforce

Certinia

Excel

AI tooling (ChatGPT / Copilot)

Job description

Presidio is seeking a Billing Specialist to manage project setup in Certinia, configure billing structures, review time and expense entries, and execute client invoicing.

You will work with project managers and finance teams to process vendor invoices, support revenue recognition, and leverage AI tools to automate reporting, improve accuracy, and drive efficiency across billing cycles.