Financial Operations Intern

About the role

We are seeking a Financial Operations Intern to support our Finance and Accounting teams with hands-on exposure to billing, cash application, collections, and partner payment processes. This role is ideal for a student or recent graduate looking to build practical experience in financial operations within a fast-paced environment. Reporting to the Revenue Lead, you will assist with a range of operational tasks that keep our billing, payments, and reconciliation processes running smoothly. This is a part-time role at approximately 30 hours per week.

Responsibilities

• Collections & Cash Application
  • Support collections efforts by engaging with customers to resolve payment issues professionally and efficiently.
  • Apply customer payments to appropriate accounts and ensure accurate record-keeping.
• Reporting & Reconciliation
  • Prepare regular reports on payment status, cash reconciliations, and key metrics as appropriate.
  • Support month-end close activities by reconciling Accounts Receivable and contributing to financial reporting.
• Collaboration
  • Work closely with cross-functional teams, including Collections, Sales, Customer Success, Implementation, and Business Systems, to address customer payment inquiries.
  • Assist with internal and external audits by providing requested documentation and supporting audit inquiries.
• Process Improvement
  • Assist in the development and implementation of new processes and procedures to enhance the efficiency of accounts receivable.
  • Identify and recommend opportunities for process improvements in the order-to-cash cycle.
• Customer & Payment Support
  • Investigate and respond to payment questions and requests.
  • Monitor and respond to Zendesk tickets related to billing and payments.

Requirements

• Currently pursuing or recently completed a degree in Accounting, Finance, or a related field.
• Strong attention to detail and a proactive approach to problem-solving.
• Excellent written and verbal communication skills.
• Ability to manage time effectively and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Excel; familiarity with financial or billing software (e.g., Salesforce, Sage Intacct, Zuora, Zendesk) is a plus.
• A collaborative mindset and eagerness to learn financial operations fundamentals.
• Experience with or exposure to AI-powered tools (e.g., through coursework or hands-on use), with an interest in leveraging AI to improve efficiency in financial operations.

Pay

The hourly rate for this internship is $18–$25/hour. This is a temporary, hourly internship position and is not eligible for the full-time employee benefits package. Interns will receive company-provided technology needed to perform their work.