Financial Operations Specialist

Accountabilities

• • Process, review, and reconcile customer invoices to ensure accurate and timely billing and distribution.
  • Identify billing discrepancies and update records to resolve errors efficiently.
  • Monitor accounts receivable aging and support follow-up activities for overdue balances in collaboration with internal teams and customers.
  • Support collections activities by communicating professionally with customers to resolve payment issues and facilitate timely resolution.
  • Apply customer payments to the appropriate accounts and maintain accurate financial records.
  • Prepare recurring reports covering billing status, collections progress, payments, and other relevant financial metrics.
  • Support month-end close activities by reconciling accounts receivable balances and contributing to financial reporting.
  • Assist with internal and external audits by gathering documentation and responding to audit-related requests.
  • Work cross-functionally with Sales, Customer Success, Implementation, Business Systems, and other stakeholders to resolve customer billing inquiries and maintain a smooth billing experience.
  • Identify opportunities to improve billing, collections, and order-to-cash processes, and contribute to the development and implementation of more efficient procedures.
  • Use financial data, systems, and AI-powered tools to improve operational efficiency, research, and workflow automation where appropriate.
  • Develop sufficient product and domain knowledge to validate information, represent operational changes accurately, and follow through on initiatives from identification through adoption.
  • Help improve cross-functional processes, systems, and tooling while supporting successful implementation and stakeholder adoption.

  Requirements

  • Bachelor’s degree in Accounting, Finance, or a related discipline, or equivalent professional experience.
  • 1–3 years of experience in accounts receivable, billing, financial operations, or a closely related finance function.
  • Strong attention to detail, accuracy, and ownership when working with financial data and records.
  • Proactive, analytical approach to identifying problems, validating information, and developing practical solutions.
  • Strong written and verbal communication skills, with the ability to communicate effectively with customers and internal stakeholders.
  • Excellent time-management and organizational skills, with the ability to prioritize multiple requests and consistently meet deadlines in a fast-paced environment.
  • Proficiency in Microsoft Excel and familiarity with financial or business systems; experience with Salesforce, Sage Intacct, or Zuora is a plus.
  • Collaborative mindset and demonstrated willingness to learn new processes, systems, products, and financial concepts.
  • Experience with or exposure to AI-powered tools, whether through coursework or professional use, and an interest in applying AI to improve financial operations.
  • Demonstrated curiosity and follow-through, including the ability to build relevant product and business knowledge, validate assumptions, and communicate accurate information to stakeholders.
  • Experience improving cross-functional processes, systems, or tools and helping drive those improvements through adoption is valued.
  • Ability to adapt communication to different audiences and work effectively with technical, go-to-market, customer-facing, and senior stakeholders.

  Benefits

  • Starting salary range of $56,000–$74,000, based on the intended level for the position.
  • Comprehensive medical, dental, and vision coverage.
  • Stock options/equity available to employees.
  • Technology allowance covering eligible hardware, software, reading materials, and related resources.
  • Flexible vacation and sick days.
  • Remote work environment.
  • Opportunities to develop expertise in financial operations, process improvement, technology, and AI-enabled workflows.
  • Commitment to an inclusive and respectful workplace with equal employment opportunities.