Financial Operations Specialist

Overview

The organization is seeking a Financial Operations Specialist to support Finance and Accounting with a focus on billing, collections, and accounts receivable processes. This role is well-suited for an early-career professional looking to build expertise in financial operations in a fast-paced environment. Reporting to the Financial Operations Supervisor, you will help ensure timely billing, support collections, and maintain accurate financial records.

Responsibilities

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 billing and collections efficiency.
• Identify and recommend opportunities for process improvements in the order-to-cash cycle.

Reporting & Reconciliation

• Prepare regular reports on billing status, payments related 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 the appropriate accounts and ensure accurate record-keeping.

Requirements

• 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 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 sufficient 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.

Preferred Qualifications

• Experience with Salesforce, Sage Intacct or Zuora.

Compensation & Benefits

• Target starting salary: $56,000 - $74,000 (based on the intended level for this role).
• Full medical benefits including dental and vision plans.
• Equity packages in the form of stock options to all employees.
• Technology (hardware, software, reading materials, etc.) allowance.
• Flexible vacation and sick days.

Location

Not specified in the job description.