Senior Billing & Collections Specialist

SUMMARY

We are seeking a talented Senior Billing & Collections Specialist to join our finance team in the New York office. This role will support the Accounts Receivable process, including collections, customer billing, and close communication with customers. This position reports to the Finance Operations Manager and involves strong collaboration with finance team members and customer representatives. This is a hybrid position, requiring regular in-office presence in New York.

LOCATION

We are focused on candidates located in the New York Metro area but could consider East Coast-based as well.

WHAT YOU'LL DO

• Ensure payments are received and applied in a timely manner in NetSuite and maintain clean AR records.
• Proactively follow up with customers on past due accounts via email and phone and monitor the aging reports.
• Maintain thorough and up-to-date collection notes and documentation in NetSuite.
• Research and resolve invoice discrepancies or customer disputes in a timely and professional manner.
• Collaborate with internal stakeholders such as Sales, Customer Success, and Legal to resolve billing/collection issues, and drive the cash flow.
• Resolve internal and external AR-related inquiries with accuracy and clarity.
• Issue invoices, credit memos, and monthly statements
• Ensure invoices are set up to meet Revenue Recognition standards and other accounting policies.
• Assist with onboarding new customers by ensuring accurate customer setup and billing configurations.
• Support the monthly close process, including AR reconciliations and reporting.
• Identify and suggest process improvements to enhance AR and collections efficiency.
• Participate in ad hoc finance projects and reporting as needed.

WHAT YOU'LL BRING

• BA / BS in accounting or finance preferred.
• Over 3 years of practical experience managing the full accounts receivable cycle, with a strong focus on accuracy and a proactive approach to resolving issues.
• High attention to detail with excellent organizational and follow-up skills.
• Strong understanding of AR and collections best practices and internal controls.
• Experience working with ERP systems, preferably NetSuite.
• Proficient in Microsoft Excel and comfortable with data analysis.
• Ability to prioritize tasks and manage time effectively in a fast-paced environment.
• Strong interpersonal and communication skills, both written and verbal.
• Ability to build positive relationships with customers and internal teams.