Financial Systems & Billing Automation 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 eco-systems. We operate globally from offices in New York City, Boston, San Francisco, Seattle, London, Dubai, and Washington, D.C.

**Financial Systems & Billing Automation Specialist would spend roughly 60% of their time supporting billing operations and 40% building/designing dashboards, experimenting with AI tools, and building working prototypes. This will mean they solve real operational problems rather than developing technology with an understanding of the need and issues faced. **

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Position Description

Financial Systems & Billing Automation Specialist

Position Summary

The Financial Systems & Billing Automation Specialist serves as the bridge between Billing Operations, Finance, Technology, and Project Leadership within a professional services organization operating primarily on a Time & Materials (T&M) business model.

This role combines hands-on billing support with financial systems expertise, data analytics, dashboard development, and AI-driven process automation. The specialist develops scalable reporting solutions, identifies operational inefficiencies, and creates working prototypes that streamline the entire project financial lifecycle—from project forecasting and staffing through time entry, work-in-process (WIP), invoicing, collections, and revenue reporting.

Success in this role requires understanding how billing actually works while continuously improving the technology and processes that support it.

Primary Responsibilities

Billing Operations Support

• Perform billing functions for assigned client portfolios. Partnering with Project Leads to review and finalize invoices. This includes reviewing consultant time entries for accuracy, completeness, and compliance with client billing requirements. Analyzing WIP balances and recommending billing actions, write-offs, deferrals, or adjustments.
• Assist in resolving billing exceptions and client disputes.
• Support month-end close activities and revenue reporting.

Financial Systems Analysis

• Serve as the subject matter expert on the firm's billing and financial systems.
• Analyze current billing workflows and identify automation opportunities.
• Evaluate system limitations and recommend enhancements.
• Translate operational needs into functional system requirements.
• Partner with Finance, IT, and Operations to improve financial processes.
• Maintain documentation for workflows, business rules, and system configurations.

Dashboard & Business Intelligence Development

Design and maintain interactive Tableau dashboards that provide visibility into:

• Revenue Forecasts
• Consultant Utilization
• Staffing Demand
• Work in Process (WIP)
• Billing Pipeline
• Invoice Status
• Revenue Leakage
• Forecast Accuracy
• Billing Cycle Time
• Write-offs

Develop executive dashboards that enable leadership to quickly identify operational bottlenecks and revenue risks.

AI & Process Automation

Identify repetitive financial and billing processes suitable for automation.

Leverage AI tools, scripting, and low-code platforms to rapidly prototype solutions that improve productivity and data quality.

Examples include:

• AI validation of consultant time entries against client-specific billing rules.
• Automated review of narrative descriptions for billing compliance.
• Identification of duplicate or inconsistent time entries.
• Detection of billing anomalies before invoice generation.
• Automated WIP review recommendations.
• AI-generated billing summaries for Project Leads.
• Automated identification of projects at risk for delayed billing.

Develop proof-of-concept solutions that can be evaluated by Finance and IT before enterprise implementation.

Process Improvement

Continuously evaluate the Forecast-to-Cash lifecycle:

Forecast → Staffing → Time Entry → WIP → Billing → Collections → Cash

Recommend improvements that reduce manual effort while improving accuracy, visibility, and scalability.

Lead small automation initiatives from concept through prototype.

Qualifications

Education

Bachelor's degree in Finance, Accounting, Information Systems, Business Analytics, Computer Science, or a related discipline.

Experience

• 3–7 years supporting financial operations, billing operations, revenue operations, or financial systems within a professional services organization.
• Experience working with Time & Materials billing.
• Experience creating Tableau dashboards and business intelligence reporting.
• Experience identifying and implementing process improvements.
• Familiarity with AI-assisted productivity tools and workflow automation.

Technical Skills

Preferred experience with:

Financial Systems

• NetSuite
• Salesforce
• Professional Services Automation (PSA) platforms

Dashboards

• Tableau (advanced)

• Power BI

• SQL

• Excel (Power Query, Power Pivot)

• Data visualization

Automation

Experience with tools such as:

• Microsoft Power Automate
• Power Apps
• AI copilots and generative AI platforms
• Python or SQL scripting (preferred)
• REST APIs (preferred)
• Workflow automation platforms

Core Competencies

Billing Expertise

Understands the operational realities of professional services billing and can identify opportunities to improve quality and efficiency.

Systems Thinking

Sees the entire Forecast-to-Cash process as an integrated system and understands how upstream decisions affect downstream financial outcomes.

Automation Mindset

Looks beyond manual work to identify opportunities for automation, standardization, and AI-assisted decision-making.

Data Storytelling

Transforms complex financial data into meaningful dashboards and actionable insights for leadership.

Continuous Improvement

Challenges existing processes and develops innovative solutions that reduce manual effort and improve operational performance.

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

$100,000 - $120,000 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.