Financial Operations Specialist

About This Job
We are seeking a Financial Operations Specialist to support our Finance and Accounting teams with a focus on billing, collections, and accounts receivable processes. This role is ideal for someone early in their career who is eager to develop expertise in financial operations within a fast-paced environment. Reporting to the Financial Operations Supervisor, you will play a vital role in ensuring timely billing, supporting collections, and maintaining accurate financial records.

What You'll Do…
Billing & Accounts Receivable
Process and reconcile customer invoices, ensuring accuracy and timely distribution.
Recognize and update billing errors.
Monitor accounts receivable aging and assist in resolving overdue accounts through follow-up and collaboration with internal teams.
Process Improvement
Assist in the development and implementation of new processes and procedures to enhance the efficiency of billing and collections.
Identify and recommend opportunities for process improvements in the order-to-cash cycle.
Reporting & Reconciliation
Prepare regular reports on billings status, payments as it relates to collections progress, 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 Sales, Customer Success, Implementation, and Business Systems, to address customer billing inquiries and ensure a smooth billing experience.
Assist with internal and external audits by providing requested documentation and supporting audit inquiries.
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.

What You Bring
Bachelor’s degree in Accounting, Finance, or a related field (or equivalent work experience).
1-3 years of experience in accounts receivable, billing, or financial operations.
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 and familiarity with financial software (experience with Salesforce, Sage Intacct or Zuora is a plus).
A collaborative mindset and a willingness to learn and grow within the role.
Experience with or exposure to AI-powered tools (e.g., through coursework or hands-on use in a work setting), with an interest in leveraging AI to improve efficiency in financial operations.
Demonstrated curiosity and follow-through: builds enough product and domain expertise to represent launches credibly with stakeholders and customers, and validates rather than assumes.
Experience improving cross-functional processes, systems, or tooling and driving those changes through adoption.
Excellent written and verbal communication; able to influence senior stakeholders, hold a line on scope or timeline with empathy, and adapt communication for technical, GTM, and customer audiences.