Job Details

Position Overview: 

The Finance Associate is a hands-on finance operations role responsible for supporting day-to-day accounting activities, with a primary focus on accounts receivable and accounts payable. This role also supports broader finance functions, including customer invoicing, cash application, vendor management, expense processing, and month-end close activities. The Finance Associate works closely with internal teams such as Business Development, and Operations to ensure accurate billing, timely collections, and efficient financial operations.

Duties and Responsibilities:

• Prepare and issue customer invoices accurately and in a timely manner in accordance with contract terms
• Review open purchase orders to ensure all invoices are submitted and processed within the appropriate time period
• Record and apply incoming customer payments (checks, ACH, wires, etc.) in the ERP system and reconcile accounts receivable balances
• Monitor and reconcile the accounts receivable ledger to ensure all payments are properly posted and discrepancies are resolved
• Investigate and resolve billing discrepancies and customer payment issues by working directly with customers and internal teams
• Input, review, and process vendor bills and employee reimbursements in accordance with company policies
• Support vendor management by responding to invoice inquiries and resolving payment-related issues
• Assist with revenue tracking and financial reporting using SAP Business ByDesign and other finance tools
• Participate in monthly close activities, including reconciliations, accruals, and variance analysis
• Prepare and support basic financial reports by collecting, analyzing, and summarizing financial data
• Collaborate with Sales, Customer Success, and Operations teams to improve billing, collections, and financial processes
• Ensure compliance with company policies, internal controls, and accounting procedures
• Perform other finance-related duties as assigned by management

Qualifications:

• 2–3 years of hands-on accounts receivable and accounts payable experience
• Bachelor’s degree in Accounting, Finance, or a related field preferred, or equivalent practical experience
• Strong Excel skills required, including pivot tables, lookups, and reconciliations
• Experience working with ERP or accounting systems required; SAP Business ByDesign experience preferred
• Experience with customer invoicing, cash application, and vendor bill processing
• Experience working with customer contracts, recurring billing, or SaaS invoicing is a plus
• Strong written and verbal communication skills and the ability to work effectively with cross-functional teams
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment

Competencies:

• Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed