Finance Associate

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Take full ownership of the accounts receivable process from start to finish

• Accurately create and dispatch new and renewal invoices punctually in QuickBooks

• Keep billing records organized and up to date

• Follow up via phone and email to ensure receipt of invoices and track payment progress

• Address vendor setup forms, W-9s, purchase orders, AP portals, and any approval-chain issues

• Develop and document the accounts receivable tracker and associated processes

• Provide weekly updates on accounts receivable aging to leadership

• Monitor renewals, expirations, multi-year contracts, ending pilots, and subscriptions

• Collaborate with Sales and Customer Success teams on contract and billing transitions

• Oversee the relationship with the external accounting firm and manage selected billing tasks

• Establish vendor payments and invoices in Ramp for approval

• Maintain the financial model, review it with the accounting firm, and assist the CEO in planning

⛳️ Requirements

• 1–3 years of experience in accounts receivable, billing, or finance operations

• Comfortable making phone calls to request payments while preserving customer relationships

• Strong attention to detail and accuracy with numbers and records

• Ability to follow through independently and identify potential risks early

• Proficient in AI tools and spreadsheet applications

• Exercise discretion and sound judgment when managing sensitive financial information

• Comfortable working in ambiguous situations

• Candidates must reside in the U.S. or Canada

• Candidates must not require visa sponsorship

• Preferred: Experience in SaaS or subscription billing

• Preferred: Familiarity with QuickBooks, Salesforce, or PandaDoc

• Preferred: Experience with Ramp, Bill.com, or similar accounts payable tools

• Preferred: Exposure to financial modeling, forecasting, or collaboration with an external accounting firm

• Preferred: Experience in a startup or fully remote team environment

• Preferred: Strong instincts for process improvement

🏝️ Benefits

• Competitive salary and equity options

• Unlimited paid time off (PTO), with encouragement to utilize it

• Comprehensive health, dental, vision, and life insurance coverage

• 12 weeks of paid parental leave

• Remote-first work culture