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