Accounts Receivable Analyst
Finance & Operations Remote (Poland) Remote (Portugal)
PandaDoc is looking for an Accounts Receivable Analyst in our Poland office. This role will be a big part of our growing Accounting and Finance team and will be responsible for the day-to-day billing, provisioning, reporting and collection activities for Corporate Headquarters and reporting of these activities as part of the month end close process. This position requires strong operational aptitude, accuracy, and attention.
In this role, you will:
- Provision/bill customer accounts. This will require working with our billing system (Recurly) and CRM (Salesforce) to review contracts that are sold by our Sales team;
- Communicate with customers via emails to follow up on past due accounts (~80-100 clients a week via an Automated solution);
- Assist in customer billing inquiries;
- Monitor unpaid or disputed invoices and collaborate with the Sales, Support, Customer Success and Finance departments in order to resolve customer issues and correct billing errors;
- Work with cross-functional departments in order to facilitate a continuous process of improvement, timely invoicing and payments;
- Reconcile accounts receivable between billing and accounting systems on a regular basis;
- Process cash applications and run payment investigations.
About you:
- Bachelor's Degree in either Accounting, Economics, Finance or any other similar field;
- 2+ years of relevant experience doing billing and collections;
- Result-oriented and highly process driven professional;
- Proficient in working with Google Sheets and Microsoft Excel and you have experience in Salesforce (or other CRM), Recurly (or other billing/accounting systems);
- Meticulous, detail-oriented and accurate person. The position requires the ability to work independently within a fast-paced and deadline-oriented environment;
- HighlyGreatly developed time management and organizational skills;
- Proficient in English - both verbal and written;
- Eager to learn new processes and systems and to improve your skills every day;
- Cheerful, energetic team-player, ready to be a part of a team of Pandas 🐼
It would be nice if you had:
- Proven experience in a tech business, startup or high-growing company;
- Big4 experience;
- Experience working for a SaaS startup company or experience with SaaS clients;
- Basic knowledge of Revenue accounting, General Ledger;
- Netsuite software previous experience and knowledge.
Company Overview:
PandaDoc empowers more than 50,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com.
Company Culture:
We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.
Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers.
Check out our LinkedIn to learn more.
Benefits:
- An honest, open culture that emphasizes feedback and promotes professional and personal development
- An opportunity to work from anywhere — our team is distributed worldwide, from Lisbon to Manila, from Florida to California
- An annual personal budget for educational classes, conferences, etc. — anything to further your professional knowledge
- A competitive salary
- And much more!