Accounts Receivable Accountant

InvestorFlow • San Francisco, CA

12d • $90,000 - $110,000

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level