3-5 years of experience in billing, accounts receivable, and general accounting.
Bachelor's degree in accounting, finance, or a related field, or equivalent experience.
Proficiency with NetSuite, Salesforce CRM, Upflow dunning and collections, and Avalara sales tax, or similar systems.
Strong attention to detail and organizational skills.
Ability to thrive in a fast-paced SaaS environment.
Advanced Excel skills, including pivot tables and lookup functions.
Responsibilities
Manage customer billing for US and UK clients, ensuring timely and accurate invoicing.
Create and maintain customer accounts, including billing contacts and payment terms.
Oversee assigned receivables, collections, and payments, resolving discrepancies as needed.
Complete monthly close activities and reconciliations, supporting revenue accounting and audits.
Maintain accounting records and improve billing and collections processes.
Benefits
Comprehensive health insurance options.
Flexible work hours and remote work opportunities.
Professional development and training programs.
Collaborative and supportive team environment.
Full Job Description
InvestorFlow is seeking an Accounts Receivable Accountant to manage customer billing for its US and UK businesses, assigned accounts receivable and collections, and monthly accounting close activities. The role works with Sales, Business Operations, Services and the accounting team to maintain accurate customer balances and support cash planning.
You Will:
Manage US and UK customer billing, partnering with Sales, Business Operations and Services to ensure accurate, timely invoices aligned with contracts, renewals and amendments, and resolve inquiries.
Create and maintain customer accounts, billing contacts, payment terms, purchase-order and portal requirements, and tax documentation; apply applicable sales tax and VAT requirements.
Manage assigned receivables, collections, payments, credits and refunds; resolve discrepancies and report collection risks and expected cash receipts. Identify potentially uncollectible balances, prepare bad debt and reserve analyses, and recommend write-offs and reserve adjustments.
Complete assigned close activities and reconciliations, and provide documentation for revenue accounting, tax reporting and audits.
Maintain accounting records, procedures and controls; communicate outstanding issues and help improve billing, collections and accounting processes.
You Have:
At least 3 - 5 years of experience in billing, accounts receivable and general accounting.
Bachelor's degree in accounting, finance or a related field, or equivalent experience.
Proficiency with NetSuite, Salesforce CRM, Upflow dunning and collections, and Avalara sales tax, or comparable systems.
Strong attention to detail, organization, follow-through and communication skills.
Ability to work in a fast-paced, growing SaaS and services business.
Strong Excel skills, including pivot tables and lookup functions.
Preferred Qualifications
Experience with SaaS or recurring subscription and services billing, US and UK billing, and sales tax or VAT.
$90,000 - $110,000 a year
The salary range listed would be the total compensation for this role. Additional compensation would include benefits.
