🕒 yesterday
Manage US and UK customer billing, receivables, collections, and close activities while maintaining accurate customer balances, supporting cash planning, and improving accounting processes.
Accounts Receivable Accountant
🕒 yesterday
Accounts ReceivableCustomer BillingCollectionsGeneral Accounting
📜 Description
- Manage accurate, timely customer invoicing aligned with contracts, renewals, and amendments; resolve billing inquiries.
- Maintain customer accounts, billing contacts, payment terms, purchase-order and portal requirements, and tax documentation; apply sales tax and VAT requirements.
- Manage receivables, collections, payments, credits, and refunds; resolve discrepancies and report collection risks and expected cash receipts.
- Analyze potentially uncollectible balances, prepare bad debt and reserve analyses, and recommend write-offs and reserve adjustments.
- Complete close activities and reconciliations, and provide documentation for revenue accounting, tax reporting, and audits.
- Maintain accounting records, procedures, and controls; communicate outstanding issues 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.
Full job description
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
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.
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.You Will:
You Have:
Preferred Qualifications
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