
Financial Operations Specialist
Há 23 horas
We are seeking a detail-oriented and analytical Financial Operations Specialist to join our team. The ideal candidate will have a strong background in accounting and revenue operations, with experience in managing key financial processes.
Key Responsibilities:
- Process billing requests and subscription changes from Sales and Customer Success teams.
- Support the Senior Accountant with bookkeeping and month-end activities.
- Perform bank reconciliations, investigate discrepancies, and process journal entries.
- Manage vendor, freelancer, and consultant invoice payments.
- Reconcile and monitor credit card transactions.
- Ensure accuracy and proper coding of accounts payable invoices, credit card receipts, and employee reimbursements.
- Collaborate with Sales and Customer Success teams from opportunity initiation to revenue recognition.
- Validate and analyze sales revenue, subscriber activity, credits/refunds/chargebacks, and commissions.
- Process churns and billing requests in CRM and billing systems.
- Assist with ad hoc projects and coordinate with teams across Sales, Marketing, CS, Operations, Delivery, and Product.
- Provide accounts receivable aging reports and work with Customer Success Account Managers to meet DSO targets.
- Investigate and coordinate responses for payment chargebacks.
- Document and map out existing Finance processes.
Requirements:
- Minimum 2 years of experience in accounting or revenue operations.
- Bachelor's degree in Accounting or a related field.
- Strong curiosity for automation and continuous process improvements.
- Experience in SaaS is highly desired.
- Familiarity with Salesforce, Chargebee, and/or Stripe is a plus.
- Excellent business acumen and quantitative skills.
- Strong proficiency in Excel and Salesforce (preferred).
- Excellent communication skills and a collaborative approach to change.
- Ability to work autonomously as well as part of a team, self-motivated and proactive.
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