Senior Finance Associate

Responsibilities

• Review state agency and partner contracts; create and maintain customer profiles; manage new program subscriptions; prepare invoices and revenue calculation packages for monthly and quarterly billing cycles.
• Process invoices and payments to state agencies in accordance with contractual terms and internal approval workflows.
• Maintain up-to-date reference documentation for all client contracts and fee schedules.
• Reconcile billing-related balance sheet accounts, including deferred revenue and accounts receivable.
• Reconcile bank accounts on a daily and/or weekly basis.
• Compare periodic reporting to the P&L, identify and document variances.
• Track and reconcile invoices from external partners against expenses accrued; identify and process adjustments.
• Own the end-to-end collections process, monitoring overdue invoices, resolving disputes, and escalating issues.
• Respond to internal and external inquiries regarding payment status; process and record payments.
• Serve as the key Billing department point of contact for internal teams (Operations, Compliance, FP&A, Legal) and external state agency partners.
• Compile reports for monthly and quarterly revenue and cost of revenue calculations.
• Perform ad hoc analyses using billing and accounting system data.
• Participate in month-end, quarter-end, and year-end close processes; prepare and post journal entries.
• Assist in implementing new billing software and system enhancements; identify opportunities to automate workflows.
• Exercise discretion in resolving billing discrepancies and recommending process improvements.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• 3-5 years of experience in billing, accounts receivable, or finance operations.
• Proficiency in Excel.
• Strong organizational and problem-solving skills.
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Attention to detail and commitment to accuracy.

Nice-to-Haves

• Experience in a fintech, financial services, or similarly regulated industry.
• Familiarity with government or state-administered programs (529 plans, auto-IRA, or similar).
• Experience with billing software and accounting systems.