Billing Specialist

Keystone; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Annual bonus

401k

Benefits package

Job summary

Keystone is a premier economics, technology, and strategy consulting firm helping clients lead through transformation. The Billing Specialist, part of the Finance & Operations team, supports accurate billing, invoicing, and project financial data across active engagements, working with senior staff to ensure time entry, billing data, and documentation are precise.

The role focuses on WIP management, revenue tracking, pro forma invoices, and billing records, ideal for someone detail-oriented and

Qualifications

• 2+ years of billing, accounting, revenue operations, or related experience.

Responsibilities

• Support WIP management and project billing records.
• Monitor time entry compliance and follow up on missing entries.
• Assist with revenue estimates and project financial trackers.
• Prepare draft pro forma invoices per terms and client requirements.
• Support invoice review, approvals, and delivery tracking.
• Maintain organized billing files for reporting and audits.

Skills

Billing experience

Attention to detail

Excel proficiency

Communication skills

Team collaboration

Education

Bachelor's degree (Accounting/Finance/Business)

Tools

Excel

Job description

Keystone is a premier economics, technology, and strategy consulting firm built to help companies lead through transformation. As breakthrough innovations reshape industries, redefine competition and change our society, complex and highly competitive ecosystems emerge. Keystone advises technology leaders, Fortune 100 companies, their legal counsel, and governments on business, economic, litigation, and regulatory strategy in relation to these innovations and competitive eco-systems. We operate globally from offices in New York City, Boston, San Francisco, Seattle, London, Dubai, and Washington, D.C.

We are growing quickly and looking for an exceptional Billing Specialist to join our Finance & Operations team.

This role is critical to supporting accurate billing, timely invoicing, and reliable project financial data across Keystone’s active engagements. The Billing Specialist will work closely with the Senior Billing Specialist, Finance, Operations, project leads, and partners to support work-in-process management, revenue tracking, invoice preparation, and billing documentation as Keystone continues its next chapter of growth.

About The Billing Specialist Role

The Billing Specialist is a key member of the Finance & Operations team and supports the day-to-day execution of Keystone’s billing and project finance processes. This role will assist with work-in-process management, project financial tracking, revenue estimation support, invoice preparation, and billing record maintenance.

The Billing Specialist will work closely with the Sr. Billing Specialist and project teams to ensure time entry, billing data, invoice documentation, and project financial records are accurate and up to date. This role is well suited for someone who is detail-oriented, highly organized, comfortable working with financial information, and motivated to build a career in billing, revenue operations, or project finance within a professional services environment.

Key Responsibilities

Work-in-Process Management & Project Support

• Support monthly work-in-process (WIP) review and tracking across active projects
• Monitor staff time entry compliance and follow up on missing or incomplete time entries
• Assist with reviewing WIP balances to ensure project billing data is accurate and current
• Support updates to project financial trackers, including revenue estimates, staffing updates, and delivery timelines
• Flag potential billing delays, data inconsistencies, or missing project information to the Sr. Billing Specialist or Finance leadership
• Maintain accurate project billing records and supporting documentation

Revenue Tracking & Forecasting Support

• Assist with monthly revenue estimation processes across active engagements
• Support the review of actual versus forecast by gathering and organizing relevant project data
• Help ensure revenue estimates align with project terms, billing structures, and project milestones
• Provide timely and accurate project financial information to support monthly close activities
• Maintain organized records of forecast updates, billing assumptions, and project-level financial changes

Client Billing & Invoice Management

• Prepare draft pro forma invoices in accordance with project terms and client requirements
• Support project leads and partners during invoice review and approval processes
• Ensure invoices accurately reflect approved pricing, scope of work, time entries, expenses, and billing terms
• Manage invoice documentation, approvals, delivery tracking, and recordkeeping
• Track invoice delivery and support confirmation of client receipt
• Monitor accounts receivable status and assist with follow-ups on outstanding invoices
• Maintain accurate and well-documented billing files across active and closed projects

Billing Operations & Process Support

• Support consistent billing workflows across project setup, WIP review, invoice preparation, and billing documentation
• Identify missing information, process gaps, or data inconsistencies and elevate as appropriate
• Partner with Finance and Operations team members to improve billing accuracy and timeliness
• Help maintain clean and organized billing records to support reporting, audit readiness, and internal review
• Contribute to a collaborative, service-oriented Finance & Operations team environment

Required

What You’ll Bring

• 2+ years of billing, accounting, revenue operations, project finance, or related experience
• Experience working in a professional services environment, such as consulting, law, accounting, or a similar client-service business preferred
• Strong attention to detail and comfort working with financial data
• Familiarity with project-based billing, time entry, invoicing, accounts receivable, or revenue tracking processes
• Proficiency in Microsoft Excel for tracking, reconciliations, and reporting
• Ability to manage multiple deadlines and maintain accurate records in a fast-paced environment
• Strong written and verbal communication skills
• Ability to work collaboratively with Finance, Operations, project leads, and senior stakeholders

Preferred

• Experience supporting WIP management, client billing, or project financial tracking
• Experience preparing pro-forma invoices or supporting invoice review processes
• Exposure to revenue forecasting, project budgets, or monthly close support
• Experience within management consulting, legal services, accounting, or another professional services billing environment
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred

What Sets You Apart

• Highly organized with strong follow-through
• Exceptional attention to detail and accuracy
• Strong analytical and problem-solving skills
• Service-oriented and collaborative approach
• Comfortable working with project teams, partners, and finance stakeholders
• Ability to manage confidential financial information with discretion
• Proactive mindset and willingness to learn
• Comfortable working in a fast-moving, growing organization

Why Join Us

• Play an important role in supporting accurate billing, timely invoicing, and project financial visibility across Keystone
• Gain exposure to project finance, revenue operations, client billing, and professional services financial processes
• Work closely with Finance, Operations, project leads, partners, and the Senior Billing Specialist
• Build a strong foundation for career growth in billing operations, revenue operations, or finance
• Contribute to a growing Finance & Operations function as Keystone continues to scale

In addition to annual salary, we provide an annual discretionary bonus, 401k contribution, and competitive benefits package. Actual Compensation within the range will depend upon the level the individual is hired into based on their skills, experience, and qualifications.

Annual Salary Range

$80,000—$100,000 USD

At Keystone we believe diversity matters. At every level of our firm, we seek to advance and promote diversity, foster an inclusive culture, and ensure our colleagues have a deep sense of respect and belonging. If you are interested in growing your career with colleagues from varied backgrounds and cultures, consider Keystone.