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

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