Key skills
RBIBudgetingCommunicationSales
About this role
Role Overview
- Manage the full A/R cycle — client invoicing, collections, cash application, and aging follow-ups
- Prepare and issue invoices accurately and on time (milestone billing, licensing, recurring, and ad hoc)
- Manage credit memos, re-billing, and invoice amendments
- Serve as the primary finance contact for client billing inquiries
- Coordinate with Project Managers and Sales on billing milestones and contract terms
- Monitor outstanding balances and escalate collection issues proactively
- Review semi-monthly/bi-weekly payroll for Canadian employees
- Coordinate with HR on new hires, terminations, and payroll changes
- Prepare and post journal entries, accruals, and monthly reconciliations
- Assist with cash flow, month-end and quarter-end close activities
- Manage intercompany invoicing and reconciliations across entities
- Support expense report review and approval workflows in NetSuite
- Maintain organized financial records and documentation
- Assist in the coordination of annual audits by preparing audit schedules, supporting documentation, and responding to auditor inquiries
- Support the annual budgeting process and periodic forecast updates
- Assist with variance analysis against budget and actuals
- Prepare financial analyses and reports as requested by the Controller or CFO
- Support special projects including system improvements, process automation, and M&A due diligence as needed
Requirements
- Bachelor’s degree in accounting, Finance, or related field
- CPA designation or equivalent (or actively pursuing)
- 3–5 years of progressive accounting experience
- NetSuite experience strongly preferred
- Solid understanding of full-cycle A/R, payroll processing, and general accounting
- Strong attention to detail and ability to meet strict deadlines
- Strong verbal and written communication skills
- Ability to manage multiple priorities and work independently
- Experience with NetSuite A/R Analyst or billing workflows (Extras)
- Familiarity with Canadian ASPE (Extras)
- Experience with multi-entity and multi-currency environments (Extras)
- Fluency in Spanish in addition to English (Extras)