Accounts Receivable Staff Accountant

The role

You will handle customer billing, accounts receivable and collections. You will also translate signed contract terms into billing setup, and help resolve billing exceptions and improve the customer billing experience.

What you will do

• Ensure monthly accuracy of billings and accruals with the Revenue Accounting team
• Follow up with customers on aged accounts receivable balances
• Review and reconcile customer payments and track collections metrics
• Review and approve invoices and supporting data before release
• Issue credit memos and handle recurring, usage-based and true-up billing
• Respond to invoice disputes and payment discrepancies
• Translate contract terms into billing schedules and system setup
• Support month-end close, reconciliations and external audits
• Work with Sales, Client Success and technical teams to fix billing system issues
• Document billing procedures and controls

Required qualifications

• 2 years minimum of accounting work experience in customer billing and accounts receivable
• ERP system experience
• Excellent verbal and written communication skills
• Intermediate to advanced proficiency in Microsoft Excel
• Ability to handle confidential material with discretion
• Ability to multitask, meet deadlines and maintain high accuracy
• Ability to manage competing priorities in a fast-paced, changing environment
• Understanding of end-to-end billing and quote-to-cash processes in a SaaS, subscription or usage-based environment
• Experience managing complex billing requirements, credits, reconciliations and billing exceptions
• Experience with Workday ERP and Salesforce
• Working knowledge of GAAP, internal controls and audit support
• High degree of initiative, professional judgment and integrity

Nice to have

• Workday ERP experience
• Looker or another business-intelligence tool
• Bachelor's degree in Accounting, Finance or a related field

Benefits

• Remote-first culture
• 401(k) savings plan through Fidelity
• Medical, vision and dental coverage with multiple plan options, including disability insurance
• Paid Time Off and Discretionary Time Off
• 12 weeks of 100% paid parental leave
• Fertility coverage, $25,000 for surrogacy or adoption, and paid compassionate leave
• Work-from-home reimbursement

Before you apply

• Your recruiter can share your geographic pay zone on request

About the company

Included Health is a healthcare company offering integrated virtual care and navigation, including primary, behavioral, specialty and urgent care. Its stated mission is to raise the standard of healthcare for everyone.