Senior Accountant

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

📋 Description

• Oversee monthly billing cycles, manage broker commission payments, verify sales commissions, and handle accounts receivable tasks, including collections.

• Accurately generate and distribute customer invoices on a bi-monthly basis, adhering to schedule.

• Process invoices on a quarterly, semi-annual, and annual basis, calculating any eligible true-ups.

• Administer monthly self-billing processes, ensuring validation of customer-reported headcounts and payments.

• Handle the billing inbox and address inquiries from both internal and external stakeholders.

• Analyze billing data, customer configurations, pricing, headcounts, and contract terms to identify and rectify discrepancies.

• Collaborate with Client Success, Sales, RevOps, and Analytics to tackle complex billing challenges and enhance the billing experience.

• Process Savings Guarantee and miscellaneous credit memos with managerial approval, as needed.

• Suggest improvements to processes, systems, or reporting to minimize recurring billing issues and reduce manual tasks.

• Daily posting of ACH payments using the Cash Application tool in Ordway.

• Follow up on overpayments, underpayments, and accounts that are past due.

• Complete vendor forms, gather ACH Collection forms, and maintain banking templates.

• Process ACH Collection payments bi-monthly utilizing Treasury Software.

• Address returns and resolve issues related to banking information with customers.

• Assist with posting lockbox payments as required.

• Calculate and accrue broker commissions on a monthly basis.

• Collect broker banking and contact information and administer quarterly commission payments and statements.

• Coordinate with brokers, Sales, RevOps, and Client Success concerning commission inquiries, adjustments, and corrections.

• Assist in month-end and year-end financial closing activities for broker and sales commissions.

• Compile data on new go-live and closed-won deals to calculate monthly sales commissions.

• Review sales commission calculations with RevOps and enter monthly journal entries.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• 4 to 6 years of progressive experience in billing, accounts receivable, collections, and accounting.

• Proven experience in managing high-volume billing cycles and addressing customer billing discrepancies.

• Strong background in accounts receivable and collections, including customer outreach, payment follow-up, and cash application.

• Preferred experience in calculating, processing, and reconciling broker and/or sales commissions.

• Proficiency in accounting software such as NetSuite, SAP, Oracle, or QuickBooks.

• Advanced Excel skills, including the use of formulas, pivot tables, and data analysis.

• Capability to work both independently and collaboratively across teams.

• Professional and clear communication skills with customers, brokers, and internal stakeholders.

🏝️ Benefits

• A variety of health and medical coverage options.

• Dental and vision insurance.

• Disability and life insurance coverage.

• Monthly medical waiver allowance for employees opting out of medical coverage.

• A remote-first work environment.

• Flexible paid time off.

• Summer Fridays.

• Employer-matched 401(k) plan.

• Monthly phone stipend.

• First Stop Health virtual care membership benefit available from day one, including Urgent Care, Mental Health, and Primary Care.