Financial Systems & Billing Automation Specialist

keystone group; Boston (MA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

401(k) contribution

Annual discretionary bonus

Competitive benefits package

Job summary

Keystone Group is looking for a Sr. Billing Specialist in Boston, Massachusetts to enhance operational efficiency by improving billing accuracy and revenue visibility. The successful candidate will play a pivotal role in managing work-in-process (WIP), forecasting revenues, and handling client invoicing, thereby directly supporting the firm's financial health.

This position requires at least 5 years of relevant experience in professional services and a strong understanding of project-based billing structures. The role offers a competitive annual salary with additional bonuses and benefits.

Qualifications

• 5+ years of billing, revenue operations, or project finance experience within a professional services firm.
• Strong understanding of project-based billing structures and WIP management.
• Advanced proficiency in Microsoft Excel.

Responsibilities

• Manage monthly work-in-process (WIP) alongside project leads.
• Develop accurate monthly revenue forecasts and analyze key variances.
• Prepare and manage the end-to-end invoice lifecycle.

Skills

Billing, revenue operations, or project finance experience

Strong understanding of project-based billing structures

Advanced proficiency in Microsoft Excel

Education

5+ years of relevant experience

Experience with Salesforce, NetSuite, or comparable ERP platforms

Tools

Power BI

Tableau

Job description

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.

Key Responsibilities

Work-in-Process (WIP) Management & Project Support

• 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.

Monthly Revenue Estimation & Forecasting

• 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.

Client Billing & Invoice Management

• 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.

Technology Enablement & Process Improvement

• 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 NetSuite.
• 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.

Business Process Design & Scalability

• 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.

What You’ll Bring

Required

• 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, NetSuite, or a comparable ERP platform.
• Advanced proficiency in Microsoft Excel.
• Experience working with data-driven operational environments and large project datasets.

Preferred

• Experience within management consulting or legal services billing environments.
• Experience building revenue forecasting models or capacity planning tools.
• Experience with Microsoft Power Platform, including Power BI, Power Automate, or Power Apps.
• Experience with Tableau or other data visualization tools.
• Experience building or maintaining dashboards, reporting frameworks, or workflow automations.
• Experience supporting system implementations, process redesign, or operational transformation initiatives.
• Exposure to process improvement methodologies such as Lean, Six Sigma, or operational excellence frameworks.

Benefits

• Play a critical role in improving revenue accuracy, forecasting reliability, partner visibility, and operational efficiency across the firm.
• Help strengthen the firm’s operational backbone as it grows.
• Gain exposure to complex project finance, billing, forecasting, and operational transformation work.
• Work closely with partners, project leads, Finance, Operations, Technology, and firm leadership.
• Help build scalable finance and operational processes that support the firm’s next chapter of growth.

Compensation

Annual Salary: $100,000–$120,000 USD. In addition to annual salary, the role includes an annual discretionary bonus, 401(k) contribution, and a competitive benefits package.

EEO Statement

At Keystone we believe diversity matters. We seek to advance and promote diversity, foster an inclusive culture, and ensure colleagues have a deep sense of respect and belonging.