Staff Accountant

Overview

The organization is seeking a Staff Accountant and O2C Conversion Specialist to own the accuracy of the quote-to-cash cycle—from won quote through collected cash. This role focuses on ensuring invoices are issued correctly the first time and paid without unnecessary corrections or delays.

This position sits on a small, hands-on finance team and supports daily invoicing and cash receipts while contributing to the conversion of the order-to-cash process from QuickBooks Online to NetSuite. After conversion is complete, the role transitions to owning steady-state order-to-cash operations.

Responsibilities

Quote to cash alignment

• Review won quotes before invoicing to confirm alignment with the customer’s purchase order, including account number, product line, product, quantity, price, term, and billing schedule.
• Resolve mismatches between quote, purchase order, and contract with Sales, Customer Success, and the customer before invoices are issued.
• Maintain clean customer master data, including account numbers, bill-to contacts, purchase order numbers, and invoicing portal requirements.
• Track open purchase orders, purchase order expirations, and remaining purchase order balances to prevent renewal or milestone billing delays.
• Identify root causes of invoice discrepancies, correct issues, and recommend process or system improvements.

O2C conversion (QuickBooks Online to NetSuite)

• Map customers, items, product lines, and billing schedules from QuickBooks Online into NetSuite.
• Convert and validate open AR, active subscriptions, and recurring billing schedules; reconcile converted balances to the source system.
• Assist in designing and improving NetSuite O2C workflows, including sales orders, invoicing, revenue arrangements, and cash application.
• Document new O2C procedures and train internal users.

Daily invoicing and cash receipts

• Prepare and issue customer invoices, including recurring SaaS and maintenance billings, milestone billings, and credit memos.
• Submit invoices through customer portals and agency procurement systems as required.
• Apply daily cash receipts (lockbox, ACH, wire, check, card) to the correct invoices and customers.
• Investigate unapplied cash and short payments.
• Conduct collections follow-up on past-due accounts and keep AR aging current.

Close and team support

• Support the Sr. Accountant with month-end close activities, including AR reconciliation, deferred revenue roll forward, unbilled AR, and related journal entries.
• Support the Treasury Analyst with daily cash positioning, bank reconciliations, and cash forecasting input.
• Provide audit support for revenue and AR testing.
• Prepare billing, bookings, and AR reporting for management.

Requirements

Required

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3 to 5 years of accounting experience with hands-on billing, AR, and cash application.
• Experience with SaaS or subscription billing, including recurring invoices, renewals, co terms, and credit memos.
• Hands-on experience with both an ERP and a CRM system.
• Working knowledge of revenue recognition (ASC 606) and deferred revenue.
• Strong Excel skills, including lookups, pivot tables, and reconciliations.
• Comfort using AI tools (e.g., Claude) to speed up reconciliations, research, and documentation.
• Exceptional attention to detail, with comfort pushing back when a quote, purchase order, or invoice does not match.
• Clear written communication with customers, Sales, and internal teams.

Preferred Qualifications

• NetSuite experience, ideally in billing, SuiteBilling, or Advanced Revenue Management.
• Hands-on involvement in an ERP implementation or data migration, especially QuickBooks Online to NetSuite with Salesforce as the CRM.
• Experience billing government or public sector customers, including PO-driven invoicing, procurement portals, and payment terms.
• Experience with CPQ or CRM tools such as Salesforce or HubSpot.
• Progress toward an MBA or CPA.

Compensation & Benefits

• Not specified.

Location

• Remote position.
• Working hours aligned to Central time.

Reporting

• Reports to the Sr. Accountant / VP Finance and works closely with the VPs of Sales, Operations, and Transformation.