Financial Operations Specialist
New
J
JobgetherFinance
Based in United StatesFull-TimeEntry
SalaryStarting salary range of $56,000–$74,000
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Job Details
- Experience
- 1–3 years
- Required Skills
- SalesforceMicrosoft ExcelAccountingFinance
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.
- Proactive, analytical approach to identifying problems and developing practical solutions.
- Strong written and verbal communication skills for interactions with customers and stakeholders.
- Excellent time-management and organizational skills to prioritize requests and meet deadlines.
- Proficiency in Microsoft Excel.
- Familiarity with financial or business systems (experience with Salesforce, Sage Intacct, or Zuora is a plus).
- Experience with or interest in applying AI-powered tools to improve financial operations.
- Demonstrated curiosity and ability to build product and business knowledge.
Responsibilities
- 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.
- Support collections activities by communicating professionally with customers to resolve payment issues.
- Apply customer payments to the appropriate accounts and maintain accurate financial records.
- Prepare recurring reports covering billing status, collections progress, payments, and other 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.
- Work cross-functionally with Sales, Customer Success, and other stakeholders to resolve customer billing inquiries.
- Identify opportunities to improve billing, collections, and order-to-cash processes.
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