This position will take ownership of core accounts receivable, billing, and month-end close functions. This is a hands-on, high-accountability role that works closely with senior finance leadership and cross-functional teams. The right candidate is detail-oriented, operationally sharp, and comfortable working across multiple billing systems in a fast-paced environment.
Responsibilities:Accounts Receivable & Collections- Manage end-to-end AR workflows, including customer ledger review, outstanding balance tracking, and reporting cadence
- Execute collections processes: send reminders, manage escalation paths, and maintain documentation standards
- Serve as primary liaison with external collections partners - coordinate on escalated accounts, align on strategy, and ensure resolution
- Partner with internal Sales and Client Services teams to resolve billing disputes, communicate account status, and maintain strong client relationships
- Handle chargeback identification, logging, dispute support, and evidence gathering
Billing & Invoicing- Prepare and review monthly invoices; identify and resolve discrepancies proactively
- Execute approved billing adjustments with proper documentation and approval history
- Manage and process disengagement and billing adjustments requests
- Act as a cross-functional point of contact for billing inquiries across Sales, Client Services, and internal Operations teams
- Coordinate with internal stakeholders to ensure billing accuracy reflects service delivery and contractual terms
Banking & Cash Application- Reconcile and clear all incoming ACH, wire, and check transactions daily
- Ensure accurate payment application and resolve discrepancies
- Maintain precise daily cash application records
Month-End Close & Reporting- Conduct productivity audits to identify billing risks and missed revenue
- Own month-end close deliverables: AR aging reconciliation, billing logs, revenue data checks, and reporting
- Collaborate with finance leadership and accounting partners to continuously improve close accuracy, speed, and efficiency
- Surface insights and flag risks proactively - don't wait to be asked
Systems, Process & External Partners- Work within billing/subscription platform and support ongoing system improvements
- Partner with outsourced accounting firm to ensure clean processes, clear documentation, and a structured handoff to internal operations
- Serve as an internal point of coordination between finance, ops, and external accounting partners to ensure nothing falls through the cracks
- Identify and drive opportunities for process improvement across accounting and finance operations
- Build and maintain SOPs for key accounting workflows to ensure continuity and institutional knowledge
Qualifications:- 4-6+ years of accounting experience, with meaningful time in AR, billing, revenue operations, and cross-functional finance processes
- Prior team leadership, mentorship, or people management experience strongly preferred
- Strong understanding of cash application, billing adjustments, and month-end close processes
- Experience with billing platforms (Chargebee or similar subscription/billing tools a plus)
- High attention to detail and strong organizational skills; able to manage multiple priorities without dropping balls
- Clear, professional communicator - comfortable fielding inquiries across teams and with clients
- Proficiency in Excel/Google Sheets; experience with ERP or accounting software
- Bachelor's degree in Accounting, Finance, or related field preferred
- Self-starter with a strong sense of urgency - you take ownership, follow through without being chased, and hold yourself accountable to deadlines and quality
- Proven ability to identify operational risks, improve processes proactively, and drive scalable solutions across accounting workflows
- Ability to analyze financial and operational data, surface actionable insights, and partner with leadership to support business decision-making
- AI-native or AI-curious: comfortable using AI tools (ChatGPT, Claude, Gemini, etc.) to work faster and smarter, whether automating repetitive tasks, drafting communications, or analyzing data
Perks and Benefits:Health and Wellness
- Medical, Dental and Vision Coverage
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Employee Assistance Program (EAP)
Financial Benefits
- Competitive Base Salary
- 401(k) with Company Match
- Life and Disability Insurance
Time Off
- Unlimited Paid Time Off (PTO)
- Paid Holidays
- Paid Paternal/Maternal Leave
Growth and Development
- Ongoing Training and Learning Opportunities
- Career Path Progression
Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg
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