Financial Services Specialist

hace 7 días


Monterrey, Nuevo León, México bullpen talent A tiempo completo

Achieve Financial Excellence as a SaaS Finance Associate

Job Summary

This is a full-time, on-site (some flexibility here) role that offers salary and benefits. We're looking for a highly skilled AR and Billing Expert to join our Accounting team in Monterrey, Mexico.

The Ideal Candidate:

  • Strong background in Accounts Receivable, billing, or accounting.
  • Experience in a software, recurring revenue, or subscription-based company.
  • Excellent communication and analytical skills.
  • Familiarity with accounting and invoicing tools.
  • Fluent in English and Spanish.

Responsibilities:

  1. Prepare invoices, track payments, and follow up with customers.
  2. Maintain accurate aging reports and monitor overdue accounts.
  3. Collaborate with the Customer Success team to track renewal timelines and upsell opportunities.
  4. Analyze and track customer data related to contract renewals, churn, and upsell conversion.
  5. Support month-end close activities related to AR.
  6. Assist with improving billing workflows and documentation.
  7. Partner with the Finance and Ops teams to resolve billing issues.


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