Sr. Billing Specialist

Senior Billing Specialist 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 ecosystems. We operate globally from offices in New York, Boston, San Francisco, Seattle, London, Dubai, and Washington, D.C. Position Overview The Senior Billing Specialist is a key member of the Finance & Operations team and serves as a strategic partner to project leads and partners throughout the full project lifecycle — from demand planning and staffing through revenue forecasting, invoicing, and reporting. This role extends well beyond traditional billing responsibilities. The Senior Billing Specialist will play a central role in building scalable, technology-enabled processes that support Keystone’s continued rapid growth . The position requires a systems-oriented professional who can combine operational execution with process design, automation, and data-driven insights . The ideal candidate brings a proven track record of delivering results in fast-paced, high-growth professional services environments , and is comfortable working at the intersection of finance, operations, and technology systems . This individual will help strengthen the firm’s operational infrastructure by designing efficient workflows, improving data visibility, and implementing automation where possible. This role is well suited for someone who thrives in environments where processes are evolving, systems are being optimized, and operational scalability is critical to business success. 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 Keystone continues to scale 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 Automation 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 Invoice preparation and delivery Identify inefficiencies, bottlenecks, or data gaps and propose scalable solutions. Help design process frameworks that can scale with Keystone’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. Required Qualifications 5+ years of billing, revenue operations, or project finance experience within a professional services firm (consulting, law, accounting, or similar environment). Demonstrated experience supporting fast-paced, high-growth organizations where operational processes and systems are evolving. Strong understanding of project-based billing structures, WIP management, and revenue recognition principles. Experience partnering directly with project leads, partners, or senior stakeholders. Technology & Systems Experience Experience working with enterprise business systems including: Salesforce (project or opportunity data) NetSuite or comparable ERP platform Advanced proficiency in: Microsoft Excel Microsoft Power Platform (Power BI, Power Automate, Power Apps) Tableau or other data visualization tools Experience building or maintaining dashboards, reporting frameworks, and workflow automations. Experience working with data-driven operational environments and large project datasets. Preferred Qualifications Experience within management consulting or legal services billing environments. Experience building revenue forecasting models or capacity planning tools. Experience supporting system implementations, process redesign, or operational transformation initiatives. Exposure to process improvement methodologies such as Lean, Six Sigma, or operational excellence frameworks. Key Competencies Systems thinker with strong process architecture mindset Strong financial and analytical acumen Ability to translate operational needs into scalable processes and technology solutions Highly organized with exceptional attention to detail Collaborative and service-oriented Comfortable working in fast-moving, evolving environments Proactive problem solver with strong ownership mentality High level of professionalism and discretion Why This Role Matters This position plays a critical role in ensuring revenue accuracy, forecasting reliability, partner visibility, and operational efficiency across the firm. As Keystone continues to grow, the Senior Billing Specialist will help strengthen the firm’s operational backbone by building scalable processes, leveraging technology, and improving financial data visibility across the project lifecycle . This role offers the opportunity to directly influence how Keystone’s finance and operational infrastructure evolves to support rapid growth, while working closely with partners and leadership across the firm. US Salary Range: $80,000 – $100,000 USD. An annual discretionary bonus, 401(k) contribution, and competitive benefits package are also provided. 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. #J-18808-Ljbffr Keystone