
Financial Operations Specialist
1 day ago
An exciting opportunity has arisen for a skilled Financial Operations Specialist to join our team.
This role is part of the Support & Leadership department.
About Our Company: We are an innovative beverage automation company that helps cafes and retailers scale profitable, on-trend cold and specialty drinks through hardware, ingredients, and cloud software.
We are seeking a highly organized and detail-oriented Financial Operations Specialist to manage invoicing and billing for US B2B customers. The successful candidate will have experience in Accounts Receivable and B2B collections for US-based companies, as well as hands-on NetSuite AR experience (sales orders, invoicing, cash application).
The ideal candidate will be responsible for managing customer account balances and AR ledgers, reconciling AR subledgers to the general ledger, and preparing AR aging reports, cash forecasts, and collections status reports.
Additional responsibilities include:
- Proactive collections outreach on outstanding invoices and past-due accounts;
- Negotiating payment arrangements and escalating disputed invoices and coordinating resolution with Sales/CS teams;
- Accurately applying cash receipts to invoices in NetSuite (handling partial payments and unapplied cash);
- Processing Sales Orders, creating/validating invoices, posting adjustments/credits; maintaining correct AR transaction coding and documentation;
In this role, you will identify and implement process improvements to reduce manual effort, errors, and DSO, ensuring adherence to internal controls and company AR policies, and documenting procedures and contributing to NetSuite AR best practices.
RequirementsTo be successful in this role, you will need:
- Direct experience in Accounts Receivable and B2B collections for US-based companies;
- Hands-on NetSuite AR experience (sales orders, invoicing, cash application);
- Strong written and verbal English communication skills for customer outreach to US clients;
- Ability to work a standard 40-hour workweek;
You will bring:
- NetSuite AR modules: Sales Orders, Invoicing, Cash Application;
- Advanced Excel (VLOOKUP, pivot tables, basic formulas) and AR reporting;
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