Oversee the end-to-end invoicing lifecycle, ensuring 100% accuracy in complex billing cycles and compliance with bespoke customer agreements.
Identify bottlenecks in the billing workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks.
Perform root-cause analysis on recurring billing discrepancies and implement permanent process fixes while communicating with leadership on the context of the issues.
Audit and validate customer agreements to ensure financial data integrity before account creation.
Create customer accounts and process sensitive financial data accurately.
Identify bottlenecks in the customer creation workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks and other softwares such as HubSpot, SpotDraft, etc.
Manage high-priority or complex customer financial inquiries, translating technical issues into clear, professional communication.
Collaborate cross-functionally with multiple departments to resolve structural billing hurdles for clients.
Maintain the integrity of the customer master data, ensuring clean reporting for Senior Management.
Support the Customer Finance Lead in ad-hoc projects, including ERP migrations, system integrations (AP/AR tools), and the creation of standardized training documentation for future team growth.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3+ years of experience in Accounts Receivable, Billing, or Revenue Operations (senior-level ownership expected).
Advanced proficiency in NetSuite and QuickBooks & Expert Excel/Google Sheets skills- must be comfortable with complex formulas, pivot tables, and data modeling to identify trends or errors.
A proven track record of taking a manual process and developing as well as executing a better process through automation or workflow redesign.
An obsession with accuracy; you are the person who catches the $0.01 discrepancy before it becomes a client issue.
Ability to distill complex financial data into actionable insights for stakeholders and senior leadership.

Benefits

Competitive salaries
Remote/hybrid flexibility
Potential equity for outstanding performance
Flexible PTO
Company-wide sponsored lunches
Company-paid disability and life insurance
Family and medical leave
Medical, dental, and vision insurance
Discounted pet insurance
FSA/DCA and commuter benefits
401(k)
Credits for fitness and gym memberships
Recovery suite at HQ with cold plunge, sauna, and shower

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

invoicing lifecycle managementbilling cycle accuracyroot-cause analysisfinancial data integritydata modelingautomationworkflow redesigncomplex formulaspivot tables

Soft Skills

communicationcollaborationproblem-solvingattention to detailanalytical thinking