Customer Finance Analyst

Summary

Join Prompt as a Customer Finance Analyst and play a crucial role in supporting the finance department by managing various financial and administrative tasks. You will work closely with the Customer Finance Lead to ensure smooth client-facing financial processes. Key responsibilities include preparing and issuing invoices, managing accounts receivable, setting up new customer accounts, and providing exceptional customer support. The ideal candidate will possess a Bachelor's degree in a related field or equivalent experience, along with 2+ years of experience in invoicing/accounts receivable. Proficiency in QuickBooks, Microsoft Excel, and Google Suite is required. Prompt offers competitive salaries, a remote/hybrid environment, potential equity compensation, flexible PTO, and various other benefits.

Requirements

• Bachelor's degree in Business, Economics, or a related field, or equivalent experience
• 2+ year of experience in an invoicing/ accounts receivable role
• Working understanding of QuickBooks
• Proficiency in Microsoft Excel and Google Suite
• Strong analytical, attention to detail, written communication and organizational skills
• Developed oral communication and interpersonal skills, with the ability to build rapport and collaborate effectively with stakeholders at all levels including Senior Management
• Ability to thrive in a fast-paced, results-oriented environment and adapt to changing priorities and deadlines

Responsibilities

• Prepare and issue accurate invoices to customers in a timely manner
• Verify invoice details and ensure compliance with company policies and customer agreements
• Monitor and follow up on outstanding invoices to ensure prompt payment
• Manage accounts receivable processes, including recording and reconciling incoming payments
• Monitor accounts to identify overdue balances and initiate collection efforts
• Maintain accurate and up-to-date records of all accounts receivable transactions
• Support the onboarding process for new customers by validating proper information collected on customer agreements
• Set up new customer accounts in the accounting software, ensuring accuracy and completeness
• Communicate with customers to address any questions or concerns during the setup process
• Provide exceptional customer support by addressing inquiries related to invoices, payments, and account balances
• Collaborate with other departments to resolve customer issues and ensure satisfaction
• Maintain a positive and professional relationship with customers at all times
• Provide administrative support to the Customer Finance Lead in various tasks and ad-hoc projects
• Assist in the escalation of enterprise clients

Benefits

• Competitive salaries
• Remote/hybrid environment
• Potential equity compensation for outstanding performance
• Flexible PTO
• Company-wide sponsored lunches
• Company paid disability and life insurance benefits
• Company paid family and medical leave
• Medical, dental, and vision insurance benefits
• Discounted pet insurance
• FSA/DCA and commuter benefits
• 401k
• Credits for online and in-person fitness classes/gym memberships
• Recovery suite at HQ – includes a cold plunge, sauna, and shower