Financial Operations Intern

Overview

This role supports the Finance and Accounting teams with hands-on exposure to billing, cash application, collections, and partner payment processes. The position reports to the Revenue Lead and provides practical experience in financial operations within a fast-paced environment.

• Position type: Part-time temporary internship
• Schedule: Approximately 30 hours per week
• Compensation: $18–$25/hour

Responsibilities

Collections & Cash Application

• Support collections efforts by engaging with customers to resolve payment issues professionally and efficiently.
• Apply customer payments to the appropriate accounts and maintain accurate record-keeping.

Reporting & Reconciliation

• Prepare regular reports on payment status, cash reconciliations, and key metrics as appropriate.
• Support month-end close activities by reconciling Accounts Receivable and contributing to financial reporting.

Collaboration

• Work with cross-functional teams, including Collections, Sales, Customer Success, Implementation, and Business Systems, to address customer payment inquiries.
• Assist with internal and external audits by providing requested documentation and supporting audit inquiries.

Process Improvement

• Help develop and implement new processes and procedures to improve efficiency in accounts receivable.
• Identify and recommend opportunities for process improvements in the order-to-cash cycle.

Customer & Payment Support

• Investigate and respond to payment questions and requests.
• Monitor and respond to Zendesk tickets related to billing and payments.

Requirements

• Currently pursuing or recently completed a degree in Accounting, Finance, or a related field.
• 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.
• Familiarity with financial or billing software is a plus (examples include Salesforce, Sage Intacct, Zuora, Zendesk).
• Collaborative mindset and eagerness to learn financial operations fundamentals.
• Experience with or exposure to AI-powered tools (through coursework or hands-on use) and an interest in leveraging AI to improve efficiency in financial operations.

Compensation & Benefits

• Hourly rate: $18–$25/hour
• Benefits: This temporary, hourly internship position is not eligible for the full-time employee benefits package.
• Equipment: Interns will receive company-provided technology needed to perform their work.

Equal Employment Opportunity

The employer provides equal employment opportunities to all applicants and teammates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Diversity and inclusion are integral to the organization’s success.