Overview
This role is responsible for owning billing, accounts receivable, and collections, while also supporting core month-end close, reconciliation, and reporting work. The position is hands-on and cross-functional, partnering with Sales, Customer Success, and Operations.
Responsibilities
Billing & Accounts Receivable
- Own the end-to-end client billing cycle, including invoice generation, billing accuracy, and timely delivery.
- Work cross-departmentally with Sales and Customer Success to resolve billing setup issues before they reach clients.
- Manage AR collections by monitoring aging, following up on past-due accounts, and escalating appropriately while protecting the client relationship.
- Serve as a professional point of contact for client billing and collections questions, resolving disputes and payment issues with clear, courteous communication.
Accounting & Close
- Map and code expenses and transactions to the proper accounts in QuickBooks Online (QBO).
- Perform month-end close tasks, including journal entries, account reconciliations (bank, AR, prepaid, accrual accounts), and supporting schedules.
- Support the accuracy of the P&L and balance sheet by applying sound accrual-accounting judgment and flagging discrepancies.
- Calculate monthly sales commissions in line with plan terms, coordinating with Sales leadership on inputs and exceptions.
- Maintain and update recurring finance spreadsheets, including MRR/revenue waterfall reporting and other management reporting tools.
- Assist with ad hoc financial analysis, audit support, and process improvement projects as the organization scales toward Series B.
Requirements
- 5+ years of progressive accounting experience; comfortable operating at a Sr Staff Accountant level or above.
- Solid grasp of core finance principles, including double-entry accounting and accrual vs. cash, and how transactions flow through the P&L and balance sheet.
- Hands-on month-end close experience, including journal entries, reconciliations, and close checklists.
- Proficiency in QuickBooks Online; comfortable learning and troubleshooting within a company’s chart of accounts.
- Advanced Excel/Google Sheets skills (pivot tables, lookups, waterfall/reconciliation models).
- Client-friendly communication style with the ability to lead billing and collections conversations while staying warm and professional.
- Strong organization and follow-through, comfortable owning a process with minimal oversight in a remote, small-team environment.
- Bachelor’s degree in Accounting, Finance, or related field preferred.
Preferred Qualifications
- Experience in a subscription/SaaS business (recurring revenue, MRR concepts).
- Experience with Stripe or another payments platform.
- Exposure to sales commission plan administration.
- CPA-track or progress toward CPA/CMA.
Compensation & Benefits
Not specified in the provided job description.
Location
Remote-first role.