Lead AR Accountant

Make your impact within a rapidly growing Fintech Company

We are seeking an experienced Lead AR Accountant to join our revenue accounting team. This role is critical in ensuring accurate and compliant financial reporting for our revenue streams. The ideal candidate has deep knowledge of accounting principles, specifically ASC 606, senior-level experience owning revenue accounting and AR areas, and a proven track record of managing complex reconciliations and processes. This is not a transactional AR role. It owns the accounting judgment, controls, and cross-functional problem-solving that sit above day-to-day invoice processing.

This position requires extensive cross-functional partnership with teams across the organization, including but not limited to: Sales Operations/Sales, Business Development, Deals Desk, Customer Success, Legal, Finance, Data/Analytics, Revenue Operations, Product, Engineering, and Finance System, to ensure accurate reporting and drive process improvements.

• Contract Customer Billing
  
• Own end‑to‑end billing for a portfolio of contract and strategic partners, ensuring timely, accurate, and complete invoices in accordance with commercial terms and BILL policies.
• Review customer contracts, order forms, amendments, and pricing schedules to determine appropriate billing cadence, milestones, and one‑time vs recurring fees.
• Partner with Sales Ops, Customer Success, Deals Desk, Business Development, Engineering, and Legal to ensure contract structures and billing mechanics align with revenue recognition and AR requirements and address customer requests.
• Collections & Receivables Management
  
• Manage A/R aging, lead collection efforts on past‑due balances, and reduce DSO and write‑offs while maintaining a strong customer experience.
• Collaborate with Customer Success, and Sales to resolve short‑pays, disputes, and unapplied cash, including recommending payment plans or settlements within policy.
• Manage allowance and bad debt assessments for higher‑risk accounts, ensuring supporting documentation is complete and audit‑ready.
• Accounts Receivable & Revenue Reconciliations
  
• Review monthly and quarterly reconciliations for AR, unbilled revenue, deferred revenue, contract assets/liabilities, and other revenue‑related accounts, resolving variances independently.
• Build and maintain roll‑forward schedules and supporting analyses that connect operational drivers (volumes, rates, tiers) to GAAP balances and period‑over‑period movements.
• Design and improve reconciliation processes and controls to support SOX compliance, scalability, and automation reducing reliance on manual work.
• Revenue Reporting & Cross‑Functional Analytics
  
• Partner with FP&A, Data/Analytics, Revenue Operations, and Product to design, modify, and maintain revenue and billing reports that support forecasting, performance metrics, and investor/management reporting.
• Investigate discrepancies in reported counts, rates, or amounts (e.g., usage, volume tiers, revenue share), and resolve issues with internal and external stakeholders.
• Provide revenue and AR insights (trends by product, partner, segment, and cohort) and act as a thought partner to stakeholders, translating complex accounting into clear, decision‑ready narratives.
• Close & Compliance
  
• Own recurring month‑end and quarter‑end close tasks for assigned revenue and AR areas, including preparation and review of complex journal entries, reconciliations, and analyses.
• Propose and prepare one‑time/non‑recurring journal entries for complex issues (e.g., contract amendments, corrections, new products, manual true‑ups) with minimal guidance.
• Ensure processes and workpapers are fully SOX‑compliant, operate controls as designed, and identify control or process gaps with proposed remediation plans.
• Support internal and external audits, including providing reconciliations, documentation, and process walkthroughs for revenue and AR areas.

We’d love to chat if you have:

• Must be local to the San Jose/Bay Area and able to come on-site at our San Jose office at least twice per month
• Bachelor's degree in accounting or finance. CPA or equivalent is preferred
• Minimum of 5 years of progressive accounting experience, including 3+ years in revenue/AR accounting at a senior or lead level
• Strong knowledge of GAAP, especially related to ASC 606 (hands-on review for contracts, deferred revenue, contract assets/liabilities)
• Demonstrated ownership of month-end close areas: you prepared and reviewed complex journal entries and reconciliations independently
• Public SaaS/fintech or high-volume usage-based billing experience strongly preferred
• Experience operating SOX controls and supporting external audits at a public company
• Effective communication skills, both written and verbal, with the ability to interact with senior management and cross-functional teams
• Track record of measurable improvements such as automated a manual reconciliation, remediated a control gap
• Experience with NetSuite is a plus
• Proficient with Excel and experience with data analytical tools such as Tableau or Alteryx is a plus

Visa Sponsorship:  Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.