A/R & Revenue Specialist
A/R & Revenue Specialist
Position Overview
We are seeking a detail-oriented, systems-minded A/R & Revenue Specialist to join our growing finance team. This role plays a critical part in ensuring accurate billing, timely collections, clean reconciliations, and compliant revenue recognition.
You will own the full accounts receivable lifecycle, partner cross-functionally with Success and support leadership with reliable revenue reporting. The ideal candidate brings strong reconciliation skills, a solid understanding of accrual accounting and GAAP, and a proactive approach to improving billing processes and automation.
What You’ll Do
Billing & Invoicing
- Generate and issue accurate invoices (recurring and one-time)
- Maintain billing schedules and subscription billing (SaaS environment)
- Ensure billing data integrity across systems (QBO, Stripe, and other platforms)
- Identify and implement improvements to billing workflows and automation
Revenue Recognition & Accounting
- Ensure billing and revenue recognition are recorded in accordance with GAAP
- Prepare and post journal entries related to revenue and accounts receivable
- Support accrual accounting processes
- Assist with month-end close and revenue reporting
- Prepare reconciliations and revenue waterfalls
- Partner with Finance leadership to provide accurate revenue data and insights
Collections & Customer Communication
- Monitor A/R aging reports (30/60/90+ days) and proactively follow up on overdue accounts
- Develop and maintain strong relationships with accounting teams at key customers
- Communicate with customers regarding billing issues, disputes, and payment terms
- Escalate high-risk accounts when necessary
- Partner with Success to resolve billing disputes and payment delays
Cash Application & Reconciliation
- Process customer payments
- Apply payments to the correct invoices and ensure accurate allocation
- Reconcile customer accounts and investigate discrepancies or short payments
- Reconcile A/R subledger to the general ledger
- Maintain clean, accurate customer account records
Audit & Compliance Support
- Maintain documentation to support internal and external audits
- Ensure internal controls around revenue and billing are followed
- Assist in financial close processes and compliance initiatives
What We’re Looking For
Core Competencies
- Strong reconciliation skills and attention to detail
- Systems- and process-oriented mindset
- Analytical and highly organized
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
Technical Skills & Experience
- Strong foundation in accounting fundamentals
- GAAP knowledge, particularly revenue recognition principles
- Experience with accrual accounting and month-end close
- Journal entry preparation experience
- ERP experience preferred
- QuickBooks Online (QBO) experience required
- Proficiency in Excel and/or Google Sheets (pivot tables, lookups)
- Experience with Stripe or subscription billing platforms is a plus
- Strong data reconciliation experience