Senior Analyst - Financial Operations
About The Position
Bevi is seeking a highly motivated and proactive Senior Analyst (Financial Operations) to oversee the day-to-day activities of the accounts receivable function and drive technical revenue processes. This role is a fantastic opportunity for an experienced finance or accounting professional looking to make a significant impact on a scaling business. The ideal candidate will possess advanced analytical and communication skills, a strong foundation in GAAP, and the ability to manage complex, competing priorities. At Bevi, we value innovation not just in our products, but in how we work. The ideal candidate will be an AI-forward thinker, eager to leverage modern AI tools and automation to streamline workflows and scale our financial operations. Reporting to the Controller, you will serve as a critical leader within our Finance team and collaborate closely with Sales, Customer Support, Supply Chain, and Operations.
Requirements
- Minimum 3–4 years of progressive accounting or finance experience in a fast-paced billing, AR, or general corporate accounting environment
- Strong foundational knowledge of Generally Accepted Accounting Principles (GAAP) and direct familiarity with general ledger functions and financial accounting statements.
- An AI-forward mindset with a passion for learning and adopting new technologies; proven curiosity or experience in utilizing AI tools (e.g., Gemini, Claude, or specialized financial automation tools) to improve personal productivity and business processes.
- Familiarity with general ledger functions and the month-end/year-end close process
- Must be self-motivated and operate in a time sensitive environment.
- Strong verbal and written communication skills
- Superior customer service skills
- Solution-oriented attitude
- Ability to work in a fast paced, scaling SAAS/software/hardware environment
- Ability to think critically when problems occur
- Proactive when addressing customer inquiries
- Extreme integrity around timelines and deliverables
- Advanced Excel Skills
Nice To Haves
- CPA (Certified Public Accountant) license or progress towards completion is highly preferred.
- Prior experience in public accounting is a strong plus.
- Experience in Netsuite and Salesforce
- Familiarity with financial accounting statements
Responsibilities
- Lead preparation and compliance efforts for the year-end financial audit, ensuring accurate documentation and support for revenue and AR.
- Proactively identify opportunities to introduce AI tools and automation into day-to-day accounting and billing workflows; collaborate with cross-functional teams to eliminate manual tasks and drive operational efficiency across the board.
- Take a lead role in month-end close tasks, including complex revenue recognition analysis, contract reviews, general ledger account reconciliations, and AR aging analysis.
- Design, build, and deliver weekly, monthly, and ad-hoc financial reports to provide leadership with actionable insights into revenue and aging trends.
- Partner as a key advisor within the Finance team and collaborate cross-functionally across departments to streamline billing workflows and resolve systemic issues.
- Oversee and optimize billing systems to ensure customers and distributors are billed on time and with full accuracy. Act as the escalation point for complex billing inquiries and support tickets via Zendesk, email, and phone.
- Monitor accounts receivable and aging reports, spearheading strategic collection efforts for overdue accounts and managing cash application processes.
Benefits
- Comprehensive medical, dental and vision insurance plans with BlueCross BlueShield, 95% paid by employer
- 401(k) with company match
- Flexible PTO plus 12 company holidays, and additional paid days for sick leave, etc
- Generous fully paid parental leave for both birth parents and non-birth parents
- Fully employer paid disability and life insurances
- Wellness and fitness reimbursements
- Monthly stipends for cell phone use and commuting costs
- Onsite snacks, weekly catered lunch, and (of course) unlimited Bevi ... plus composting and terra-cycling, too
- Happy hours, team-building events, bagel breakfasts, Values awards - and more.
- Equity in the form of stock options
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
