Key skills
CRMCommunication
About this role
Role Overview
- Manage end-to-end client invoicing process
- Ensure invoices are accurately generated and tracked against HubSpot deal IDs
- Maintain visibility into billing status across all active deals
- Track and reconcile vendor invoices
- Align costs with deals to determine cost of goods sold (COGS)
- Monitor payment timelines and identify overdue accounts
- Produce reports highlighting AR risks and aging balances
- Help resolve existing billing backlog and invoicing discrepancies
- Ensure invoices are correctly routed and delivered
- Generate financial reports using QuickBooks and Bill.com
- Provide visibility into revenue, costs, and financial health
- Identify gaps in workflows, integrations, and data accuracy
- Recommend improvements to enhance efficiency and reliability
- Collaborate with internal teams and system admins
Requirements
- 3–5+ years experience in finance operations, accounting, or bookkeeping
- Strong familiarity with: QuickBooks, Bill.com, CRM systems (HubSpot preferred)
- Proven ability to: Manage end-to-end financial workflows
- Work independently in a hands-on capacity
- Identify and resolve process inefficiencies
- Strong analytical and organizational skills
- Excellent communication and willingness to speak up on issues