Manage and oversee revenue recognition processes, ensuring accuracy and compliance with applicable accounting standards (e.g., ASC 606)
Create or update internal controls over revenue and related processes, as needed
Collaborate with billing and sales teams to review contracts for proper revenue recognition terms
Conduct periodic audits and reviews of revenue transactions and financial records to identify and resolve discrepancies
Oversee the full accounts receivable lifecycle, including billing accuracy, cash application, aging analysis, and collections management
Lead and manage the collections process to ensure timely payment of invoices and maintain accounts receivable within acceptable aging targets
Proactively monitor A/R aging reports, identify delinquent accounts, and partner with operations and business development to resolve disputes and accelerate cash flow
Enforce credit policies and escalation procedures to minimize bad debt exposure
Analyze trends in collections performance and recommend strategies to improve cash conversion and working capital efficiency
Ensure refunds and disputed payments are properly reported and the impact on revenue is accurately recorded
Ensure billing corrections/modifications are processed timely and correctly
Drive process improvements in revenue operations and compliance monitoring
Train and support billing team members on compliance standards and revenue policies
Tactfully and professionally interact with high-net-worth clients
Ensure compliance with state and local laws and regulations related to sales tax filings and reporting
Contribute to other projects and initiatives as requested
Requirements
Bachelor’s degree in accounting or finance
3
5+ years of experience in accounting, financial compliance, or audit
Experience in public accounting is preferred
Working knowledge of revenue recognition principles (ASC 606)
Proficiency in ERP Systems (preference of Sage Intacct and Salesforce), as well as Microsoft Excel
Familiarity with Stripe payment processing
Familiarity with compliance software tools
Proven leadership and team management experience
Tech Stack
ERP
Benefits
Generous paid time off
Health, dental, vision, STD and LTD insurance
401(K) with 4.5% match
$1000 education stipend
Charitable donations
Wine education
Entrepreneurial work atmosphere with opportunity for strong performers to advance quickly