Finance Operations Associate

About the role

We are looking for a Finance Operations Associate to join our Finance team and own the day-to-day execution of our Order-to-Cash cycle. In this role, you will be responsible for accurate and timely billing across our customer base, managing collections on overdue accounts, and maintaining the data integrity that enables our revenue operations to scale.

Responsibilities

• Billing Operations: Review and validate billing data for accuracy prior to invoice submission. Calculate, prepare, and process invoices across our customer base, including usage-based consumption metering, subscription minimums, prepayment schedules, and onboarding fees, amongst other invoiceable elements. Reconcile quote and contract information between our CRM and billing systems to ensure alignment from deal close through invoicing.
• Collections & AR Management: Own the collections process for overdue accounts; track aging balances, conduct outreach to customers on past-due invoices, document payment commitments, and escalate delinquencies with supporting analysis. Monitor customer payment patterns to proactively flag credit risk. Track and drive down Days Sales Outstanding (DSO) across the customer portfolio.
• Cash Application & Reconciliation: Review, code, and apply incoming payments to open invoices. Support daily and monthly reconciliations between billing, AR, and general ledger to ensure accuracy across systems.
• Customer Communication: Serve as a primary point of contact for customer billing inquiries, including invoice disputes, payment timing, W-9 requests, etc. Maintain professionalism and urgency in all customer-facing interactions.
• Process Improvement: Identify opportunities to streamline billing workflows, reduce manual effort, and improve collections outcomes. Contribute to the development of scalable billing processes as the company grows.
• Cross-Functional Support: Partner with Revenue Accounting, Revenue Operations, and Delivery to resolve complex billing matters, support deal-specific invoicing structures (e.g., quarterly prepayments, ramped minimums, specific invoiceable elements), and ensure contractual billing terms are accurately reflected in our systems.

Qualifications

• Experience: 1-3 years of experience in billing, collections, or accounts receivable. We welcome candidates with a Finance/Accounting background, strong numerical aptitude, and a highly organized, structured approach to systems and data. You should either understand or be ready to quickly scale up on the end-to-end order-to-cash cycle; big plus if you have experience SaaS consumption-based billing, and/or accounts receivable.
• Detail-Orientation & Accuracy: You have a track record of handling financial data with precision. You catch discrepancies before they become problems and take ownership of getting the numbers right.
• Systems Proficiency: You are comfortable navigating CRM and invoicing platforms (Salesforce, billing/ERP systems) and pick up new tools quickly. Experience with subscription billing platforms is a plus.
• Leveraging AI: You are excited about leveraging AI and automation to eliminate repetitive manual work in the billing cycle.
• Communication & Presence: You can navigate difficult conversations with customers professionally - balancing firmness with relationship preservation. You communicate clearly with internal teams, and partner with Delivery to drive issues to resolution.