Financial Operations Specialist

Job Description

Financial Operations Specialist | Jobgether

The Tone:
This is an early-career remote role in the United States, listed on behalf of a partner company and facilitated by Jobgether. You will play an important role in ensuring accurate invoicing, timely payment application, and reliable financial records for the organization. The position combines hands-on financial administration with opportunities to improve processes across the entire order-to-cash cycle. This is a fast-paced, collaborative environment where you will be encouraged to use data, technology, and AI-powered tools to enhance efficiency and streamline workflows.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote, United States
• Pay: $56000–$74000 yearly
• Mission: Ensure accurate invoicing, timely payment application, and reliable financial records.
• Tech Stack: Microsoft Excel, Salesforce, Sage Intacct, Zuora

What You’ll Actually Do
• Process Invoices: Process and reconcile customer invoices to ensure accurate and timely billing and distribution, as well as identify and resolve billing discrepancies efficiently.
• Manage Accounts Receivable: Monitor accounts receivable aging, support collections activities, and apply customer payments to maintain precise financial records.
• Support Financial Operations: Contribute to month-end close activities, reconciling accounts receivable balances, assisting with reporting, and gathering documentation for internal and external audits.
• Collaborate Cross-Functionally: Work with Sales, Customer Success, Implementation, Business Systems, and other stakeholders to resolve customer billing inquiries and maintain a smooth customer experience.
• Drive Process Improvement: Identify opportunities within billing, collections, and the order-to-cash cycle, contributing to the development and implementation of more efficient procedures, and leveraging financial data, systems, and AI-powered tools for automation.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, or a related discipline, or equivalent professional experience. This early-career role requires core domain knowledge in accounts receivable, billing, or broader financial operations.
• Experience: 1–3 years of experience in accounts receivable, billing, financial operations, or a closely related finance function is required. Familiarity with financial or business systems is necessary.
• Skills: Strong attention to detail, accuracy, and ownership when working with financial data and records. A proactive, analytical approach to identifying problems, validating information, and developing practical solutions. Excellent written and verbal communication skills to effectively interact with both customers and internal stakeholders. Proficiency in Microsoft Excel is also essential.
• Bonus: Experience with Salesforce, Sage Intacct, or Zuora is a plus. Exposure to AI-powered tools through coursework or professional use, and an interest in applying AI to improve financial operations. Demonstrated experience improving cross-functional processes, systems, or tools, and helping drive those improvements through adoption. A collaborative mindset with the ability to adapt communication to different audiences (technical, go-to-market, customer-facing, and senior stakeholders) is highly valued.