Crunchbase

Accounts Receivable

• Manage Accounts Receivable aging to ensure customers are paying timely, escalate to collections agency if needed and record bad debt expense when deemed uncollectible.
• Accurately input invoice and transaction details from Salesforce into Maxio (billing system), generate and distribute timely customer invoices, and confirm all information reflects correct payment terms, billing contacts, contract details, and other customer account details.
• Sending cadence templates to customers in the billing platform for open invoices.
• Assist in preparing demand letters by accurately completing standardized template and ensuring timely delivery to customers.
• Conduct collection calls and email correspondence with customers in a professional and service-oriented manner.
• Assist with investigating and resolving discrepancies related to payments, invoices, and account balances.
• Maintain detailed, organized records of collection activity and customer interactions.
• Prepare weekly, and monthly AR and collections reports for Finance leadership.
• Support the month-end close process by reconciling AR accounts and ensuring accuracy of records.
• Collaborate with internal teams (Sales, Business Development, and Customer Success, Accounting) to escalate and resolve billing issues and ensure positive customer experiences.
• Participate in annual financial accounting audit, ensuring our processes are setup to capture and maintain a set of “audit proof” evidence that supports the delivery of each performance obligation to substantiate revenue recognition.
• Collaborate with the Finance team to review process improvements through the use of AI tools, software and policies.

Accounts Receivable / Collections Specialist

Accounting Manager

• Oversee the preparation of financial statements in compliance with GAAP
• Lead the annual financial audit process with external auditors, preparing/reviewing audit documentation and schedules and managing audit deadlines
• Directly supervise a team to oversee day-to-day activities and ensure alignment with company goals and standards
• Implement and maintain effective internal controls and processes to safeguard company assets and ensure compliance
• Manage day-to-day accounting operations including general ledger, accounts payable, accounts receivable, fixed assets, and accruals
• Ensure accurate and timely monthly, quarterly, and annual close processes, including balance sheet reconciliations, review of financials, and flux analysis
• Collaborate with Finance leadership and FP&A on budgeting, forecasting, and financial analysis
• Partner cross-functionally to manage expenses, provide financial guidance, resolve issues and support business operations
• Evaluate and implement AI-driven tools to automate routine accounting processes (invoice processing, reconciliations, expense reporting)