Senior Billing Specialist

Keystone is a leading strategy, economics, and technology consulting firm that partners with innovative organizations to solve complex business challenges. Our Finance & Operations team plays a critical role in enabling project delivery, revenue visibility, and operational excellence across the firm.As Keystone continues to scale rapidly, our internal systems, data infrastructure, and operational processes must evolve to support growth while maintaining accuracy, efficiency, and transparency across the organization.Position OverviewThe Senior Billing Coordinator 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 Coordinator 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.Key ResponsibilitiesWork-in-Process (WIP) Management & Project SupportPartner 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 & ForecastingAssist 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 ManagementPrepare 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 AutomationLeverage 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 & ScalabilityContribute to the design and optimization of end-to-end operational processes across the project lifecycle, including:Demand intake and project setupScheduling and staffing coordinationProject financial tracking and reportingRevenue forecasting and WIP managementInvoice preparation and deliveryIdentify 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 Qualifications5+ 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 ExperienceExperience working with enterprise business systems including:Salesforce (project or opportunity data)NetSuite or comparable ERP platformAdvanced proficiency in:Microsoft ExcelMicrosoft Power Platform (Power BI, Power Automate, Power Apps)Tableau or other data visualization toolsExperience building or maintaining dashboards, reporting frameworks, and workflow automations.Experience working with data-driven operational environments and large project datasets.Preferred QualificationsExperience 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 CompetenciesSystems thinker with strong process architecture mindsetStrong financial and analytical acumenAbility to translate operational needs into scalable processes and technology solutionsHighly organized with exceptional attention to detailCollaborative and service-orientedComfortable working in fast-moving, evolving environmentsProactive problem solver with strong ownership mentalityHigh level of professionalism and discretionWhy This Role MattersThis 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 Coordinator 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, plus 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, qualifications.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.