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The role manages billing operations for client portfolios while designing financial dashboards and AI-driven automation prototypes. It serves as a bridge between Finance, Technology, and Project Leadership to optimize the Forecast-to-Cash lifecycle.
Requirements
Requires a bachelor's degree and 3-7 years of experience in financial or billing operations within a professional services environment. Proficiency in Tableau, SQL, and experience with AI productivity tools or financial systems like NetSuite is preferred.
Full job description
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.
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:
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.
Keystone is an innovative strategy, economics, and technology consulting firm delivering transformative ideas and novel solutions to global brands and law firms on leading-edge challenges in technology, business, consumer goods, and science. The firm’s expertise in strategy, economics, data analysis, product development, intellectual property, and antitrust is ideally suited to develop bold strategies that have a far-reaching impact on business, consumers, and public policy.
Keystone combines the strategic insights of leading academic experts from Harvard, Stanford, MIT, Wharton, and other top universities with the practical industry expertise of its accomplished network of professionals to deliver extraordinary impact.
We work with an array of Fortune 50 technology companies as well as global consumer brands, including Amazon, Facebook, GE, Intel, Roche, Microsoft, Oracle, Yeti, and others. Keystone applies the most advanced strategy, analytical and business management services while also using our entrepreneurial skills to drive innovation, business growth, and digital transformation.
We are actively hiring for our Boston, NYC, Seattle, San Francisco, Washington DC, and London offices. Learn more about Keystone at www.keystone.com
Offices: 148 Lafayette St, New York, NY 10013, US · 116 Huntington Ave, 12th Floor, Boston, Massachusetts 02116, US · 150 Spear Street, 17th Floor, San Francisco , CA 94105, US · 10401 NE 8th St, Bellevue, Washington 98004, US · 26 Throgmorton Street, 1st Floor, London, England EC2N 2AN, GB
Business EcosystemsInnovationR&D innovation processInternet SearchAntitrustIntellectual PropertyService ExcellenceMarketing StrategyGrowth StrategyPerformance Management
How much do Data & Analytics jobs in Massachusetts pay?
Based on 3413 listings with disclosed salaries, most data & analytics jobs in Massachusetts pay between $85k–$213k per year. Individual offers vary with seniority, company size, and specialization.
How many Data & Analytics jobs are open in Massachusetts right now?
There are currently 4,063 open data & analytics positions in Massachusetts listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Data & Analytics roles in Massachusetts?
Companies currently hiring include State Street, Mass General Brigham, WHOOP, Harvard Division of Medical Sciences, Liberty Mutual Insurance, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Data & Analytics jobs in Massachusetts?
Yes — 2338 of the 4063 open data & analytics positions offer remote or hybrid work (634 remote, 1704 hybrid).
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