Financial Operations Intern

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in collection efforts by interacting with customers to resolve payment issues in a professional and efficient manner.

• Apply customer payments to the correct accounts while ensuring precise record-keeping.

• Generate regular reports on payment statuses, cash reconciliations, and relevant metrics as necessary.

• Aid in month-end closing activities by reconciling Accounts Receivable and contributing to financial reporting.

• Collaborate closely with Collections, Sales, Customer Success, Implementation, and Business Systems teams to address customer payment inquiries.

• Support internal and external audits by supplying necessary documentation and addressing audit inquiries.

• Contribute to the development and implementation of processes and procedures aimed at enhancing accounts receivable efficiency.

• Identify and suggest improvements in the order-to-cash cycle.

• Investigate and respond to inquiries regarding payments and requests.

• Monitor and address Zendesk tickets related to billing and payments.

⛳️ Requirements

• Currently pursuing or have recently completed a degree in Accounting, Finance, or a related discipline.

• Exceptional attention to detail and a proactive approach to problem-solving.

• Strong written and verbal communication skills.

• Capacity to manage time effectively and meet deadlines in a dynamic environment.

• Proficient in Microsoft Excel.

• Familiarity with financial or billing software (e.g., Salesforce, Sage Intacct, Zuora, Zendesk) is an advantage.

• A collaborative mindset and a desire to learn the fundamentals of financial operations.

• Experience with or exposure to AI-powered tools (e.g., through coursework or practical use), with an interest in utilizing AI to enhance efficiency in financial operations.

🏝️ Benefits

• Company-provided technology necessary to perform the work.