Lead, Accounts Receivable Operations
Job Description:
- Help manage the day-to-day execution of invoicing operations to ensure accuracy, timeliness, and compliance with client contracts.
- Mentor and support teammates by providing guidance, troubleshooting assistance, and peer training.
- Partner with the team manager to support onboarding and cross-training efforts, including documenting and sharing process knowledge.
- Assist in prioritizing team workload and flag potential bottlenecks or resourcing gaps.
- Help foster a positive and collaborative team culture by encouraging open communication and continuous learning.
- Participate in team meetings, help drive engagement, and contribute to knowledge sharing across the group.
- Step in to assist with invoice preparation and submission during peak periods or complex scenarios.
- Serve as a go-to resource and subject matter expert (SME) for invoicing processes, tools, and best practices.
- Identify and escalate workflow challenges or recurring issues to the Manager, proposing solutions and process enhancements.
- Track operational metrics and KPIs to support reporting and continuous improvement initiatives.
- Coordinate or lead small-scale projects to enhance invoicing workflows, system automation, or team training.
- Support weekly and monthly net revenue checks by reviewing invoice data, ensuring accuracy in revenue recognition, and collaborating with Finance to confirm alignment with reporting timelines.
- Facilitate communication and alignment between the Invoicing Operations team and key stakeholders.
Requirements:
- Bachelor’s degree in Finance, Business Administration, or equivalent work experience.
- 4+ years of experience in invoicing, accounting, or financial operations.
- Hands-on experience submitting invoices into third-party systems such as OpenInvoice, Cortex, ARIBA, Fieldglass, or Pro-Unlimited/Wand.
- Proficient in NetSuite or a comparable ERP system (Open Invoice, Field Glass, etc)
- Solid knowledge of Generally Accepted Accounting Principles (GAAP).
- Exceptional verbal and written communication skills, with the ability to clearly present complex information to diverse audiences.
- Advanced proficiency in Microsoft Excel and G-Suite applications.
- Demonstrated problem-solving skills with a proactive, solutions-oriented mindset.
Benefits:
- Flexible paid time off for full-time employees
- Medical, dental, and vision insurance
- Telehealth
- 401(k) with company matching contribution
- Flexible remote work support where applicable
- WFH Contribution
- Wellness allowance
- Calm App
- Learning opportunities
- Financial planning support
- Parental leave
- Employee Assistance Program
- Pet Insurance
- Opportunity to earn bonus, commission, and/or equity
- Onsite Gym
Apply tot his job Apply To this Job