Overview
This role joins the Accounting team as an Accounts Receivable Analyst. The position involves hands-on work that requires the ability to work independently and collaborate with internal and external business partners. The role reports to the Senior Accounting Manager.
Responsibilities
- Work closely with order management, revenue, and corporate finance teams to understand deal structure and ensure customer billing schedules and invoices are correctly created in SaaSOptics
- Coordinate with customers and the sales team to resolve outstanding billing and collections issues
- Review the Aged Receivable report weekly and provide feedback for past-due accounts, including weekly reporting of:
- invoicing totals
- aging totals
- cash receipts
- invoice adjustments
- Process software subscriptions to generate bookings, billings, and revenue
- Implement dunning processes in Quickbooks Online
- Create and streamline billing and collections processes
- Prepare monthly, quarterly, annual, and ad-hoc forecasting reports
- Support general financial management and analysis
- Assist the accounting team with month-end accruals and account reconciliations
Requirements
- At least 4–5 years of accounts receivable experience (more preferred)
- Intermediate knowledge of accounting practices
- Proven ability to handle end-to-end Accounts Receivable
- Proficiency with Microsoft Word and Excel (including pivot tables and lookups)
- Superior organizational, teamwork, and time management skills
- Strong attention to detail and commitment to quality
- Proven ability to maintain a high level of confidentiality, customer service, professionalism, and integrity
- Ability to multi-task and respond to requests in a timely manner
- Ability to use strong interpersonal communication skills (verbal and written)
- Comfortable working to deadlines and sustaining continued completion
Preferred Qualifications
- General experience in expense accounting and categorization
- Experience with ERP systems (particularly Quickbooks Online and SaaSOptics)
- Software/SaaS billing experience
- Experience working with sales teams and educating them on company accounts receivable policies
Compensation & Benefits
Not specified in the provided job description.
Location
Not specified in the provided job description.