Billing and Revenue Specialist

This is a fully remote position, open to applicants in New York.

📋 Description

• Prepare, review, and issue customer invoices in alignment with contract stipulations and billing timelines, including the analysis and interpretation of contracts to determine invoicing needs and schedules.

• Ensure the accuracy of billing information to comply with approved pricing and deliverables, verifying that data received from Salesforce aligns with contractual commitments prior to invoicing.

• Conduct revenue reconciliations, including month-end comparisons of billed versus recognized revenue, while maintaining and reconciling deferred revenue schedules and distributing multi-line invoices across the appropriate recognition periods.

• Investigate and resolve inconsistencies between billing schedules, revenue reports, and accounting records.

• Update and maintain billing schedules, trackers, and pertinent documentation.

• Identify and rectify any missing, incorrect, or duplicate billings.

• Handle collections tasks, collaborating with the sales team by supplying invoice copies, documentation, and clarification for overdue accounts.

• Work with internal departments (sales operations, customer success, procurement, etc.) to address billing and revenue-related inquiries.

• Provide necessary documentation during both internal and external audits.

• Keep organized financial records in compliance with company policies and audit standards.

• Participate in the implementation and user testing of NetSuite as we move away from manual deferred revenue tracking; the go-live date is set for August 2026.

• Carry out additional finance and accounting responsibilities as assigned.

⛳️ Requirements

• Bachelor’s degree in accounting, finance, business administration, or a related field (preferred).

• 2-4 years of professional experience in billing, revenue assurance, accounts receivable, or a similar finance role.

• Proficiency in Microsoft Excel (including formulas, pivot tables, and data validation).

• Familiarity with ERP or invoicing systems such as NetSuite, or an equivalent system (preferred).

• Experience with Salesforce.

• Understanding of fundamental accounting principles and revenue recognition concepts.

🏝️ Benefits

• Occasional travel is required, approximately once or twice a year for company-wide gatherings.