Finance Operations Associate

Candid Health•San Francisco, CA

1d•$85,000 - $100,000•Hybrid

About The Position

We are looking for a Finance Operations Associate to join our Finance team and own the day-to-day execution of our Order-to-Cash cycle. In this role, you will be responsible for accurate and timely billing across our customer base, managing collections on overdue accounts, and maintaining the data integrity that enables our revenue operations to scale. You will work closely with our Revenue Operations and Delivery teams to resolve billing issues and ensure timely collection. The ideal candidate is detail-oriented, comfortable working across systems, and brings discipline and a bias toward results. You thrive in a fast-paced environment where precision matters and are energized by building processes that didn't exist before.

Requirements

1-3 years of experience in billing, collections, or accounts receivable.
Finance/Accounting background, strong numerical aptitude, and a highly organized, structured approach to systems and data.
Understand or be ready to quickly scale up on the end-to-end order-to-cash cycle.
Detail-oriented with a track record of handling financial data with precision.
Comfortable navigating CRM and invoicing platforms (Salesforce, billing/ERP systems) and pick up new tools quickly.
Excited about leveraging AI and automation to eliminate repetitive manual work in the billing cycle.
Ability to navigate difficult conversations with customers professionally - balancing firmness with relationship preservation.
Communicate clearly with internal teams, and partner with Delivery to drive issues to resolution.
Self-starter who doesn't wait to be told what to do.
Ability to manage own queue, prioritize effectively, and follow through until the invoice is paid or the issue is resolved.
Comfortable operating with ambiguity and building processes from scratch.
Ability to look at an aging report or payment history and quickly identify the story — who's paying late, who's a credit risk, and where the team should focus its energy.

Nice To Haves

Experience SaaS consumption-based billing, and/or accounts receivable.
Experience with subscription billing platforms is a plus.

Responsibilities

Review and validate billing data for accuracy prior to invoice submission.
Calculate, prepare, and process invoices across our customer base, including usage-based consumption metering, subscription minimums, prepayment schedules, and onboarding fees, amongst other invoiceable elements.
Reconcile quote and contract information between our CRM and billing systems to ensure alignment from deal close through invoicing.
Own the collections process for overdue accounts; track aging balances, conduct outreach to customers on past-due invoices, document payment commitments, and escalate delinquencies with supporting analysis.
Monitor customer payment patterns to proactively flag credit risk.
Track and drive down Days Sales Outstanding (DSO) across the customer portfolio.
Review, code, and apply incoming payments to open invoices.
Support daily and monthly reconciliations between billing, AR, and general ledger to ensure accuracy across systems.
Serve as a primary point of contact for customer billing inquiries, including invoice disputes, payment timing, W-9 requests, etc.
Maintain professionalism and urgency in all customer-facing interactions.
Identify opportunities to streamline billing workflows, reduce manual effort, and improve collections outcomes.
Contribute to the development of scalable billing processes as the company grows.
Partner with Revenue Accounting, Revenue Operations, and Delivery to resolve complex billing matters, support deal-specific invoicing structures (e.g., quarterly prepayments, ramped minimums, specific invoiceable elements), and ensure contractual billing terms are accurately reflected in our systems.