Own the full billing and collections cycle: reviewing and approving time, client invoicing, payment posting, monitoring outstanding balances, and speaking to customers to collect payment.
Manage the full expense and accounts payable cycle: onboarding vendors, accounting for spend and scheduling payments.
Support the maintenance of GAAP‑compliant books.
Serve as a financial problem-solver for experts, clients, and internal team members, helping resolve billing, contract, payment, and process-related questions with clarity and good judgment.
Take a thoughtful but persistent approach to collections, helping improve cash flow while protecting important client relationships.
Supporting ad-hoc requests by experts and clients, such as amending contracts with clients.
Partner with the CFO and leadership team to improve financial systems, workflows, and reporting, replacing manual processes with scalable, accurate, and efficient solutions.
Requirements
Prior experience with QuickBooks Online is preferred.
Exceptional people skills.
Extremely organized.
Well-versed in AR and AP accounting operations.
Excel in process improvement.
Undaunted by repetitive accounting activities.
Manage delicate relationships.
Benefits
Ongoing travel is minimal but required: team members are expected to visit the Orange County office once per quarter.