Billing Specialist

Job Description Position Summary Reporting to the Revenue Manager – Billing, the Billing Specialist is responsible for ensuring that our invoices are created and sent from our system (Workday) accurately and timely. This is a critical role as our Firm’s cash flow is dependent on accurate and timely billing. The role will work collaboratively with various members of our Revenue Team, Business Units, and external clients to ensure accurate billing. This role will require an analytical thinker, expected and willing to drive continuous improvement who has a commitment to Five Star Client Service. Essential Functions & Key Responsibilities Review SOW documents as needed to ensure that all important information as it pertains to billing is available and accurate Collaborate with Contracts team, Business Units, and other billing analysts to accurately generate and distribute fee invoices to clients and expense invoices to clients bi-weekly and monthly, respectively Ensure retainer, fixed-fee, conversion, and other ad hoc invoices are sent our timely and accurately, with proper approval attached Collaborate with and provide a timely response to internal and external clients on invoice requests, billing inquiries, accrual requests, PO Updates and other items, as needed Prepare for and lead monthly meetings with the Business Development Team to confirm rates for client invoices and resolve any customer invoice issues Recommend enhancements within the system and/or process surrounding fee and expense invoicing, expense entry and time entry Review and follow up on missing time entry from our professional resources Review and enhance process documentation in the spirit of continuous improvement Update and assist with streamlining reporting process to implement across the Billing Team Assist Billing Manager with reporting and analysis of billing metrics and trends Assist with Special Projects as required Supervisory Responsibility This position has no supervisory responsibility. Required Qualifications Bachelor’s degree in Accounting, Finance, or Business Demonstrated curiosity and foundational understanding of emerging technologies, including AI tools and automation (e.g., data analysis tools, workflow automation, or generative AI platforms) and a willingness to apply them to improve processes and efficiency Strong attention to detail and organizational skills, with the ability to manage multiple priorities effectively Analytical mindset with the ability to problem-solve and identify process improvement opportunities Proficiency in Microsoft Excel (e.g., formulas, data analysis, and reporting) Excellent verbal and written communication skills, with the ability to collaborate across teams and communicate with internal and external stakeholders Ability to quickly learn new systems (e.g., Workday) and adapt in a fast-paced, evolving environment Strong work ethic with a proactive, ownership mentality and a desire to take initiative Ability to see the broader end-to-end process and understand how individual responsibilities impact overall business outcomes Highly organized, detail-oriented, and able to prioritize effectively while maintaining accuracy Demonstrates strong alignment with Firm values (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic) Team-oriented mindset with a willingness to contribute beyond primary responsibilities and support broader team success Strong intangibles aligning with High Performance Model® Entrepreneurial spirit and commitment to continuous personal and professional growth Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy (This requirement is subject to change at the discretion of management) Desired Qualifications Internship or academic project experience in finance, accounting, business operations, or a related field Exposure to billing, invoicing, or revenue-related concepts through coursework, internships, or part-time roles Familiarity with data tools (Excel, Power BI, or similar) or interest in developing those skills Experience using or experimenting with AI or automation tools in academic or personal projects (e.g., using AI for data analysis, research, or workflow efficiency) Strong academic record or demonstrated leadership in extracurricular, academic, or team-based environments Prior experience working in a team-oriented or client-facing environment (e.g., internships, campus organizations, part-time roles) Interest in process improvement, operations, or financial systems FLSA/At-Will Employment This position is an exempt position under FLSA. This position is and will remain at-will in nature. Learn more about our Total Compensation Philosophy and State Specific Information. Company Overview Siegfried is a unique career choice, and we invest deeply in our people and believe in their potential. We have an exclusive group of talented professionals who are all ambitiously committed to continuous growth, personally and professionally. Our client-facing Professionals are helping the best people at the best companies with their most important work and transforming themselves along the way. And our Operations team is thoughtfully working on the business and helping grow our Firm with purpose. The investment and expectations of a career at Siegfried are high, because the reward of what we offer is high. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that encompasses a wide range of offerings, including robust healthcare coverage, dental and vision plans, generous paid vacation and sick time allowances, paid holidays, a 401k plan with employer match to support your financial goals, a profit-sharing program that allows you to share in the success of our organization, and unique allowances that nurture your physical, emotional, and spiritual well-being. We appreciate your interest in a career at Siegfried, a unique organization with a higher purpose to help people transform themselves into better leaders to exponentially improve their lives. Siegfried is an entrepreneurial leadership organization that provides financial executives with a powerful combination of leadership advisory, talent delivery, and financial advisory services. Through this strategic bundle of services, leaders and financial decision makers can better clarify the best path forward and we can assist them with getting their most important work done right. For 35 years, we’ve worked with our clients to deliver more than just success. We help People transform themselves into better Leaders to exponentially improve their Lives.