Staff Accountant

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

📋 Description

• Review each approved quote prior to invoicing to ensure it matches the customer's purchase order.

• Address discrepancies between quotes, purchase orders, and contracts in collaboration with Sales, Customer Success, and customers.

• Maintain comprehensive customer master data, which includes account numbers, bill-to contacts, purchase order numbers, and invoicing portal requirements.

• Monitor open purchase orders, their expirations, and outstanding balances.

• Determine the underlying causes of invoice discrepancies and suggest improvements to processes or systems.

• Transition customers, items, product lines, and billing schedules from QuickBooks Online to NetSuite.

• Convert and validate open accounts receivable, active subscriptions, and recurring billing schedules; reconcile balances with the source system.

• Assist in designing and enhancing NetSuite order-to-cash workflows for sales orders, invoicing, revenue arrangements, and cash application.

• Document new order-to-cash procedures and provide training for internal users.

• Prepare and distribute recurring SaaS, maintenance, milestone, and credit memo invoices.

• Submit invoices through customer portals and agency procurement systems.

• Record daily cash receipts and investigate unapplied cash and short payments.

• Follow up on overdue accounts and maintain up-to-date accounts receivable aging.

• Support month-end close activities, including accounts receivable reconciliation, deferred revenue roll-forward, unbilled accounts receivable, and journal entries.

• Assist with daily cash management, bank reconciliations, and cash forecasting inputs.

• Provide audit assistance for revenue and accounts receivable testing.

• Compile billing, bookings, and accounts receivable reports for management.

⛳️ Requirements

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

• 3 to 5 years of accounting experience, specifically in billing, accounts receivable, and cash application.

• Familiarity with SaaS or subscription billing processes, including recurring invoices, renewals, co-terms, and credit memos.

• Practical experience with both ERP and CRM systems.

• Understanding of revenue recognition principles (ASC 606) and deferred revenue.

• Proficient in Excel, including lookups, pivot tables, and reconciliations.

• Comfortable utilizing AI tools (e.g., Claude) to expedite reconciliations, research, and documentation.

• Exceptional attention to detail and the ability to challenge discrepancies in quotes, purchase orders, or invoices.

• Strong written communication skills with customers, Sales, and internal teams.

• Preferred: Experience with NetSuite, particularly in billing, SuiteBilling, or Advanced Revenue Management.

• Preferred: Active involvement in an ERP implementation or data migration, particularly from QuickBooks Online to NetSuite with Salesforce as the CRM.

• Preferred: Experience in billing for government or public sector clients, including purchase order-driven invoicing, procurement portals, and payment terms.

• Preferred: Familiarity with CPQ or CRM tools such as Salesforce or HubSpot.

• Preferred: Progress toward an MBA or CPA certification.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Flexible work hours and remote work opportunities.

• Professional development and continuous learning opportunities.

• Generous vacation and paid time off policy.