Accounting Associate, Billing & Revenue

What You’ll Do:

• You’ll own end-to-end invoicing across multiple currency subsidiaries - reviewing approved Sales Orders against contracts, validating product, amounts, billing terms, and taxes, and generating and distributing invoices to clients

• You’ll partner with the Sr. Revenue Accountant, Sales Ops, and relevant stakeholders to resolve data discrepancies on Sales Orders before invoicing 

• You’ll coordinate milestone, contingency, and professional services billing with internal partners 

• You’ll manage the sales tax process, documenting exemptions and reconciling invoiced and filed amounts

• You’ll apply client payments daily in NetSuite, including bank data matching for all collections accounts and processing hard checks received from our physical offices 

• You’ll own client collections across enterprise wide - generating bi-weekly AR Aging reports, following up with past-due clients, maintaining detailed notes, and leading bi-weekly collections calls

• You’ll monitor the AR inbox and respond to client inquiries related to invoicing and payments, escalating complex issues as appropriate to the Sr. Revenue Accountant

• You’ll assist the Sr. Revenue Accountant with SaaS revenue and deferred revenue analytics 

• You’ll process revenue-related journal entries and assist with month-end GL reconciliations

• You’ll maintain the daily Cash Balances file across all SmartSimple bank accounts 

• You’ll support regulatory and ad hoc reporting obligations

• Other duties as assigned

What You’ll Need:

• Minimum 2 years of experience in an accounting role, preferably within a SaaS company 

• Bachelor's degree in Accounting, Finance, or a related field 

• Intermediate proficiency in Microsoft Excel 

• Hands-on experience with NetSuite or a comparable ERP system is a plus

• Must be legally eligible to work in the United States

What You’ll Bring to our Team Dynamics:

• Adaptive Achievement: Handles time pressure and diverse demands with poise, skillfully balancing short-term tasks with long-term projects.

• Productive Collaboration: Engages in collaborative problem-solving, effectively sourcing and utilizing cross team expertise to overcome shared challenges and identify solutions.

• Service Orientation: Develops client connections by understanding their perspective, while being able to remain professional and composed during challenging conversations.

• Business Insight: Builds a deepening understanding of the business’ interconnected systems and processes, identifying and sharing opportunities to increase efficiencies.

• Active Learning: Proactively tackles challenges with curiosity and resourcefulness, taking responsibility for finding solutions.

Why You’ll Love Working at Foundant:

• At the heart of everything we do is a commitment to innovation and making a positive impact. Whether you’re working on projects that empower not-for-profits, community foundations, or corporations, your contributions will help drive real-world change. 
• We offer competitive salary and benefits, including tuition, and lifestyle reimbursements, and bespoke mindfulness and fitness initiatives.  
• With our Flexible PTO policy, you’ll have the freedom to manage your time in a way that supports your personal well-being and professional success. 
• We’re committed to your professional and personal development.  With our merger, you'll have the chance to collaborate across teams, giving you exposure to diverse ideas, expertise, and projects that span multiple industries.  
• As part of a larger organization, you’ll have even more opportunities to grow your career. Whether it’s exploring new roles, leadership opportunities, or shifting to a different department, we support internal mobility to help you achieve your career goals 
• You’ll enjoy autonomy and responsibility, empowering you to approach your work creatively and independently, fostering innovation and independent thought. 
• Employee recognition is a core part of our culture. When you do a great job, we make sure everyone knows about it!  

Foundant is an equal opportunity employer, committed to building a diverse workforce that represents the communities we serve. We welcome and encourage applications from all qualified candidates, and will consider all applicants without regard to race, color, citizenship, religion, sex, marital/family status, sexual orientation, gender identity, Indigenous status, age, disability, or individuals who may require accommodation. 

Foundant is also committed to providing accommodations throughout the interview and employment process. Accommodations are available upon request for candidates participating in all aspects of the selection process. If you have accessibility requirements during the recruitment process and require accommodation, please contact hr@smartsimple.com.