Billing & Financial Operations Specialist

The Billing & Financial Operations Specialist Role

The Billing & Financial Operations Specialist plays a key role on our Finance team by ensuring that our billing, receivables, and day-to-day financial operations run smoothly, accurately, and with exceptional service. While this role is anchored in accounts receivable, it also supports operational finance activities that keep the company’s financial engine reliable and accurate. You will help protect cash flow, strengthen customer and vendor relationships, and uphold well-documented, scalable processes that support a growing organization.

We’re looking for someone who brings empathy to every customer and vendor interaction, curiosity to understand and improve financial workflows, and a commitment to excellence in every detail. You’ll operate with integrity as a steward of accurate financial data, collaborate across teams with a spirit of teamwork, and demonstrate courage by asking questions, surfacing risks, and proposing better ways of working. Above all, you bring a consistent service orientation—supporting colleagues, internal stakeholders, and customers with patience, clarity, and respect.

This role will thrive with someone who enjoys solving operational puzzles, translating data into meaningful insights, and creating structure within a fast-moving environment. You will have meaningful autonomy in managing daily priorities while partnering closely with the broader Finance team to reinforce disciplined, dependable financial operations across the organization.

Role & Responsibilities: 

• Lead the billing and accounts receivable process—prepare and send invoices, validate billing details, apply payments accurately, monitor outstanding balances, and follow a structured collection process to keep receivables consistently current.

• Process daily AR transactions with precision, including cash applications, customer reconciliations, and maintenance of up-to-date aging reports.

• Investigate and resolve billing discrepancies by reviewing contracts, purchase orders, sales records, and customer communications, document adjustments and resolutions in accordance with company policy.
• Support additional financial operations workflows, such as vendor setup, expense review, Ad Hoc tasks, or document organization, ensuring operational continuity as needs arise.

• Contribute to the month-end close by preparing AR-related journal entries, reconciling subledgers, and ensuring billing and cash activity are captured accurately and on time.

• Use ERP and financial tools (e.g., accounting systems, spreadsheets, billing platforms) to streamline invoicing, reconciliation, and reporting; identify opportunities to automate or simplify recurring tasks.

• Create reliable billing and AR reports that highlight trends, exceptions, and insights to support monthly reviews and operational decision-making.

• Serve as a cross-functional partner to Sales, Customer Success, Operations, and Finance by ensuring clean handoffs of contract information, accurate billing inputs, and timely communication with customers.

• Maintain strong customer and vendor relationships, responding promptly to questions, providing clear explanations of invoices or balances, and upholding a professional, service-oriented experience.

Job Requirements: 

• Bachelor’s degree in Finance, Accounting, Business, or Economics — or equivalent practical experience managing billing, AR, AP support, or financial operations workflows in a B2B environment.

• 1–3 years of hands-on experience in billing, accounts receivable, or financial operations within a B2B environment, including invoice preparation, payment application, and coordination of billing or operational finance tasks.

• Experience using an accounting or ERP system (e.g., QuickBooks, NetSuite, Xero, Sage, or similar), including entering invoices, posting payments, reviewing customer or vendor records, and running reports that support daily operations.

• Foundational accounting and operational finance knowledge, reinforced through coursework or on-the-job experience with AR, billing, AP, or expense processes.

• Strong proficiency with spreadsheets, including building formulas, organizing and cleaning data, reconciling information between systems, and creating trackers for billing, AR, or financial operations workflows.

• Comfort communicating with customers and internal teams about invoices, payment status, contract details, vendor documents, or discrepancies, using a clear, professional, and solutions-oriented approach.

• A proven record of accuracy, organization, and follow-through, demonstrated by maintaining clean transaction records, meeting processing deadlines, and managing multiple financial workflows simultaneously.

Salary Range: $75,000 - $90,000 Annually + Benefits + Equity (if applicable) + Bonus (if applicable)

Actual compensation is influenced by a wide array of factors, including but not limited to skill set, level of experience, certifications or licenses, and specific work location. Information on the benefits offered is here.