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Stream Companies · 3 days ago

Client Finance Associate

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Stream Companies is seeking a Client Finance Associate responsible for managing day-to-day operations in the billing and collections department. The role involves creating invoices, coordinating revenue accounts, and ensuring the accuracy of financial records.

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Responsibilities

Working with the Client Services teams to create invoices and format data files

Working with the Director of Client Finance to coordinate revenue and accrual accounts

Attending meetings within and outside the organization to discuss and train on accounts

Examine accounting records, including financial statements and other financial reports to assess accuracy, completeness and conformance to standards defined within the department

Assist as needed with invoicing operations to help make decisions on process improvement

Reconciling monthly records

Assist as needed with month-end and year-end financial and operating reports

Develop and implement proper record keeping of financial records, making use of current technology

Review outstanding receivables and follow up with clients/Director of Client Services team members for large and/or long overdue items

Clean up historically unapplied credit memos and payments

Communicate and report on accounts related to accounts receivable

Will report directly to the Director of Client Finance

Qualification

AccountingBillingCollectionsData AnalysisMicrosoft ExcelOracle NetSuiteSalesforceOrganizational SkillsCommunication SkillsProblem Solving

Required

5+ years of experience in accounting, billing, collections, or finance-related field

Previous experience with data entry, accounting, billing, and collections

Excellent organizational, written and verbal communication skills; ability to prioritize and manage multiple projects and meet monthly deadlines

Excellent skills with data analysis, problem solving and excel. Excel skills include writing formulas, creating and using pivot tables, the ability to create and manage power queries is a plus

Monitoring monthly reconciliation reports, attention to detail, thoroughness, organization, analyzing information

Experience with Microsoft Office Suite and Microsoft Excel is required