Senior Accountant I

Overview

This role involves joining the Finance team as a Senior Accountant I. The position focuses on owning recurring billing cycles, managing broker and sales commission activities, and handling accounts receivable responsibilities, including collections.

Responsibilities

Billing

• Generate and distribute customer invoices bi-monthly, accurately and on schedule
• Process quarterly, semi-annual, and annual invoices; calculate true ups when eligible
• Manage monthly self-billing processes, including collecting and validating customer-reported headcounts and payments
• Manage the billing inbox and respond to internal and external inquiries
• Review billing data, customer configurations, pricing, headcounts, and contract terms to identify and resolve discrepancies before invoicing
• Collaborate with Client Success, Sales, RevOps, and Analytics to resolve complex billing issues and improve the customer billing experience
• Process Savings Guarantee and miscellaneous credit memos as needed, with manager approval
• Identify recurring billing issues and recommend process, system, or reporting improvements to improve accuracy and reduce manual work

Accounts Receivable

• Post ACH payments daily using the Cash Application tool in Ordway
• Follow up with customers on over/under payments
• Fill out vendor forms from customers and provide verification
• Collect ACH Collection forms from customers and update/maintain the template in the bank
• Process ACH Collection payments bi-monthly using Treasury Software
• Process returns and work with customers to ensure accurate banking information
• Follow up on past due accounts and collaborate with Client Success to get accounts current
• Assist with posting lockbox payments as needed

Broker Commissions

• Calculate broker commissions and accrue each month
• Communicate with brokers to gather banking and contact information for commission payments
• Process commission payments and print and email statements each quarter
• Coordinate with brokers, Sales, RevOps, and Client Success regarding commission inquiries
• Process commission adjustments and corrections as needed
• Support month-end and year-end financial close activities related to broker commissions

Sales Commissions

• Gather data on new go-live and closed won deals and calculate sales commissions each month
• Review sales commission calculations with RevOps
• Enter sales commissions journal entries monthly
• Process commission adjustments and corrections as needed
• Support month-end and year-end financial close activities related to sales commissions

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 4–6 years of progressive billing, accounts receivable, collections, and accounting experience
• Experience managing high-volume billing cycles and resolving customer billing discrepancies
• Strong accounts receivable and collections experience, including customer outreach, payment follow-up, and cash application
• Experience calculating, processing, and reconciling broker and/or sales commissions preferred
• Proficiency with accounting software (e.g., NetSuite, SAP, Oracle, QuickBooks) and Excel skills including formulas, pivot tables, and data analysis
• Demonstrated ability to work independently and collaboratively across teams
• Ability to communicate professionally and clearly with customers, brokers, and internal stakeholders

Preferred Qualifications

• Experience calculating, processing, and reconciling broker and/or sales commissions

Compensation & Benefits

• Comprehensive benefits package including health and medical coverage options, dental and vision coverage, disability and life coverage
• Monthly medical waiver allowance for those who choose to waive medical coverage
• Remote-first work environment
• Flexible paid time off, including Summer Fridays
• Employer match 401(k) plan
• Monthly phone stipend
• Additional membership benefit providing access to virtual care solutions from the first day

Location

Remote-first; work available in all 50 states.