Senior Associate, Billing (Certinia/FinancialForce)

Presidio, Where Teamwork and Innovation Shape the Future
At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights.

The Role
The Sr. Associate Professional Services Billing supports the day-to-day operations of the services organization by managing project workflows, billing processes, and vendor invoice administration within Certinia (formerly FinancialForce). This role is responsible for ensuring accurate project setup, maintaining integrity of time and expense data, and delivering timely, accurate client billing processing to support operational efficiency and financial performance. Strong communication.

Responsibilities Include:

• 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
• Partner with Project Managers and Finance to resolve discrepancies and approval issues
• 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

Required Skills and Professional Experience:

• 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 nancial data management, including cost allocation and billing accuracy
• Advanced prociency 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

Your future at Presidio
JoiningPresidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. With our expertise AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.

Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.

Ready to innovate? Let's redefine what's next-together.

About Presidio
Presidio is committed to hiring the most qualified candidates to join our amazing culture. We aim to attract and hire top talent from all backgrounds, including underrepresented and marginalized communities. We encourage women, people of color, people with disabilities, and veterans to apply for open roles at Presidio. Diversity of skills and thought is a key component to our business success.

At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information visit

Applications will be accepted on a rolling basis.

Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve.

Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

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