Financial Operations Specialist

About This Job

We are seeking a Financial Operations Specialist to support our Finance and Accounting teams with a focus on billing, collections, and accounts receivable processes. This role is ideal for someone early in their career who is eager to develop expertise in financial operations within a fast-paced environment. Reporting to the Financial Operations Supervisor, you will play a vital role in ensuring timely billing, supporting collections, and maintaining accurate financial records.

What You'll Do…

• Billing & Accounts Receivable
• Process and reconcile customer invoices, ensuring accuracy and timely distribution.
• Recognize and update billing errors.
• Monitor accounts receivable aging and assist in resolving overdue accounts through follow-up and collaboration with internal teams.
• Process Improvement
• Assist in the development and implementation of new processes and procedures to enhance the efficiency of billing and collections.
• Identify and recommend opportunities for process improvements in the order-to-cash cycle.
• Reporting & Reconciliation
• Prepare regular reports on billings status, payments as it relates to collections progress, and key metrics as appropriate.
• Support month-end close activities by reconciling Accounts Receivable and contributing to financial reporting.
• Collaboration
• Work closely with cross-functional teams, including Sales, Customer Success, Implementation, and Business Systems, to address customer billing inquiries and ensure a smooth billing experience.
• Assist with internal and external audits by providing requested documentation and supporting audit inquiries.
• Collections & Cash Application
• Support collections efforts by engaging with customers to resolve payment issues professionally and efficiently.
• Apply customer payments to appropriate accounts and ensure accurate record-keeping.

What You Bring

• Bachelor’s degree in Accounting, Finance, or a related field (or equivalent work experience).
• 1-3 years of experience in accounts receivable, billing, or financial operations.
• Strong attention to detail and a proactive approach to problem-solving.
• Excellent written and verbal communication skills.
• Ability to manage time effectively and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Excel and familiarity with financial software (experience with Salesforce, Sage Intacct or Zuora is a plus).
• A collaborative mindset and a willingness to learn and grow within the role.
• Experience with or exposure to AI-powered tools (e.g., through coursework or hands-on use in a work setting), with an interest in leveraging AI to improve efficiency in financial operations.
• Demonstrated curiosity and follow-through: builds enough product and domain expertise to represent launches credibly with stakeholders and customers, and validates rather than assumes.
• Experience improving cross-functional processes, systems, or tooling and driving those changes through adoption.
• Excellent written and verbal communication; able to influence senior stakeholders, hold a line on scope or timeline with empathy, and adapt communication for technical, GTM, and customer audiences.

You’ll Get…

We are targeting a starting salary of $56,000 - $74,000 based on the intended level for this role.

In addition to cash compensation, our total rewards package includes:

• Full medical benefits including dental and vision plans to ensure you always have the best care.
• Equity packages in the form of stock options to all employees.
• Technology (hardware, software, reading materials, etc..) allowance
• Flexible vacation and sick days