Apply on Employer Site

Peregrine · 1 week ago

Billing & Financial Operations Specialist

San Francisco, CA

Full-time

Onsite

Entry, Mid Level

$75K/yr - $90K/yr

1+ years exp

Peregrine is a company backed by leading Silicon Valley investors that helps complex organizations solve their hardest problems with AI-enabled operational intelligence. The Billing & Financial Operations Specialist plays a key role in ensuring smooth billing, receivables, and financial operations while supporting the Finance team in maintaining accurate financial data and processes.

AnalyticsInformation TechnologyPublic SafetyReal TimeSoftware

Responsibilities

Lead the billing and accounts receivable process—prepare and send invoices, validate billing details, apply payments accurately, monitor outstanding balances, and follow a structured collection process to keep receivables consistently current

Process daily AR transactions with precision, including cash applications, customer reconciliations, and maintenance of up-to-date aging reports

Investigate and resolve billing discrepancies by reviewing contracts, purchase orders, sales records, and customer communications, document adjustments and resolutions in accordance with company policy

Support additional financial operations workflows, such as vendor setup, expense review, Ad Hoc tasks, or document organization, ensuring operational continuity as needs arise

Contribute to the month-end close by preparing AR-related journal entries, reconciling subledgers, and ensuring billing and cash activity are captured accurately and on time

Use ERP and financial tools (e.g., accounting systems, spreadsheets, billing platforms) to streamline invoicing, reconciliation, and reporting; identify opportunities to automate or simplify recurring tasks

Create reliable billing and AR reports that highlight trends, exceptions, and insights to support monthly reviews and operational decision-making

Serve as a cross-functional partner to Sales, Customer Success, Operations, and Finance by ensuring clean handoffs of contract information, accurate billing inputs, and timely communication with customers

Maintain strong customer and vendor relationships, responding promptly to questions, providing clear explanations of invoices or balances, and upholding a professional, service-oriented experience

Qualification

BillingAccounts ReceivableFinancial OperationsERP System ExperienceSpreadsheet ProficiencyCustomer CommunicationOrganizational SkillsAttention to Detail

Required

Bachelor's degree in Finance, Accounting, Business, or Economics — or equivalent practical experience managing billing, AR, AP support, or financial operations workflows in a B2B environment

1–3 years of hands-on experience in billing, accounts receivable, or financial operations within a B2B environment, including invoice preparation, payment application, and coordination of billing or operational finance tasks

Experience using an accounting or ERP system (e.g., QuickBooks, NetSuite, Xero, Sage, or similar), including entering invoices, posting payments, reviewing customer or vendor records, and running reports that support daily operations

Foundational accounting and operational finance knowledge, reinforced through coursework or on-the-job experience with AR, billing, AP, or expense processes

Strong proficiency with spreadsheets, including building formulas, organizing and cleaning data, reconciling information between systems, and creating trackers for billing, AR, or financial operations workflows

Comfort communicating with customers and internal teams about invoices, payment status, contract details, vendor documents, or discrepancies, using a clear, professional, and solutions-oriented approach

A proven record of accuracy, organization, and follow-through, demonstrated by maintaining clean transaction records, meeting processing deadlines, and managing multiple financial workflows simultaneously

Benefits

Equity (if applicable)

Bonus (if applicable)

Company

Peregrine

Peregrine is the leading platform for public safety agencies, providing real-time data integration and visualization in one place for better decision-making in the moments that matter most.

Founded in 2018

San Francisco, California, USA

201-500 employees