Accounts Receivable Accountant
About The Position
InvestorFlow is seeking an Accounts Receivable Accountant to manage customer billing for its US and UK businesses, assigned accounts receivable and collections, and monthly accounting close activities. The role works with Sales, Business Operations, Services and the accounting team to maintain accurate customer balances and support cash planning. The position manages billing and customer account information, receivables, collections, close activities, reconciliations and accounting records. It also supports revenue accounting, tax reporting and audits, and helps maintain controls and improve billing, collections and accounting processes.
Requirements
- At least 3–5 years of experience in billing, accounts receivable and general accounting.
- Bachelor’s degree in accounting, finance or a related field, or equivalent experience.
- Proficiency with NetSuite, Salesforce CRM, Upflow dunning and collections, and Avalara sales tax, or comparable systems.
- Strong attention to detail, organization, follow-through and communication skills.
- Ability to work in a fast-paced, growing SaaS and services business.
- Strong Excel skills, including pivot tables and lookup functions.
Nice To Haves
- Experience with SaaS or recurring subscription and services billing, US and UK billing, and sales tax or VAT.
Responsibilities
- Manage US and UK customer billing, partnering with Sales, Business Operations and Services to ensure accurate, timely invoices aligned with contracts, renewals and amendments, and resolve inquiries.
- Create and maintain customer accounts, billing contacts, payment terms, purchase-order and portal requirements, and tax documentation; apply applicable sales tax and VAT requirements.
- Manage assigned receivables, collections, payments, credits and refunds; resolve discrepancies and report collection risks and expected cash receipts.
- Identify potentially uncollectible balances, prepare bad debt and reserve analyses, and recommend write-offs and reserve adjustments.
- Complete assigned close activities and reconciliations, and provide documentation for revenue accounting, tax reporting and audits.
- Maintain accounting records, procedures and controls; communicate outstanding issues and help improve billing, collections and accounting processes.
Benefits
- Benefits are mentioned as additional compensation, but specific benefits are not listed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
