Finance Operations Associate
Hybrid (San Francisco, CA)$85k - $100kFull-timePosted 2mo ago
About the role
Finance Operations Associate responsible for day-to-day execution of the Order-to-Cash cycle, including billing, collections, cash application, and cross-functional collaboration to scale revenue operations.
Responsibilities
- Billing Operations: Review and validate billing data for accuracy prior to invoice submission. Calculate, prepare, and process invoices across our customer base, including usage-based consumption metering, subscription minimums, prepayment schedules, and onboarding fees, amongst other invoiceable elements. Reconcile quote and contract information between our CRM and billing systems to ensure alignment from deal close through invoicing.
- Collections & AR Management: Own the collections process for overdue accounts; track aging balances, conduct outreach to customers on past-due invoices, document payment commitments, and escalate delinquencies with supporting analysis. Monitor customer payment patterns to proactively flag credit risk. Track and drive down Days Sales Outstanding (DSO) across the customer portfolio.
- Cash Application & Reconciliation: Review, code, and apply incoming payments to open invoices. Support daily and monthly reconciliations between billing, AR, and general ledger to ensure accuracy across systems.
- Customer Communication: Serve as a primary point of contact for customer billing inquiries, including invoice disputes, payment timing, W-9 requests, etc. Maintain professionalism and urgency in all customer-facing interactions.
- Process Improvement: Identify opportunities to streamline billing workflows, reduce manual effort, and improve collections outcomes. Contribute to the development of scalable billing processes as the company grows.
- Cross-Functional Support: Partner with Revenue Accounting, Revenue Operations, and Delivery to resolve complex billing matters, support deal-specific invoicing structures, and ensure contractual billing terms are accurately reflected in our systems.
Qualifications
- 1-3 years of experience in billing, collections, or accounts receivable. Finance/Accounting background welcome. Strong numerical aptitude and organized, structured approach to systems and data. Familiarity with end-to-end order-to-cash cycle; SaaS consumption-based billing and/or accounts receivable a big plus.
Skills
Required:Billing and InvoicingCollections & AR ManagementCRM / ERP SystemsCross-Functional Collaboration
Nice to have:Cash ApplicationsProcess Improvement
Last updated Sep 23, 2026. Interested? Apply on the company site.
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