Candidhealth

Finance Operations Associate

San Francisco Office

Sponsorship not specified$85k-$100kDetected 20 days ago

SalesforceCRMAccountingProcess ImprovementERPAR/VRCommunicationProblem SolvingOrganizational Skills

About the role

In this role, you will be responsible for accurate and timely billing across our customer base, managing collections on overdue accounts, and maintaining the data integrity that enables our revenue operations to scale.
You will work closely with our Revenue Operations and Delivery teams to resolve billing issues and ensure timely collection.

Responsibilities

Billing Operations: Review and validate billing data for accuracy prior to invoice submission.
Track and drive down Days Sales Outstanding (DSO) across the customer portfolio.
Cash Application & Reconciliation: Review, code, and apply incoming payments to open invoices. Support daily and monthly reconciliations between billing, AR, and general ledger to ensure accuracy across systems.
Customer Communication: Serve as a primary point of contact for customer billing inquiries, including invoice disputes, payment timing, W-9 requests, etc. Maintain professionalism and urgency in all customer-facing interactions.
Cross-Functional Support: Partner with Revenue Accounting, Revenue Operations, and Delivery to resolve complex billing matters, support deal-specific invoicing structures (e.g., quarterly prepayments, ramped minimums, specific invoiceable elements), and ensure contractual billing terms are accurately reflected in our systems.
You thrive in a fast-paced environment where precision matters and are energized by building processes that didn't exist before.
Support daily and monthly reconciliations between billing, AR, and general ledger to ensure accuracy across systems.
Maintain professionalism and urgency in all customer-facing interactions.
Partner with Revenue Accounting, Revenue Operations, and Delivery to resolve complex billing matters, support deal-specific invoicing structures (e.g., quarterly prepayments, ramped minimums, specific invoiceable elements), and ensure contractual billing terms are accurately reflected in our systems.
You manage your own queue, prioritize effectively, and follow through until the invoice is paid or the issue is resolved.

Requirements

Detail-Orientation & Accuracy: You have a track record of handling financial data with precision.
Leveraging AI: You are excited about leveraging AI and automation to eliminate repetitive manual work in the billing cycle.
The "Get It Done" Mindset: You are a self-starter who doesn't wait to be told what to do.
Analytical Thinking: You can look at an aging report or payment history and quickly identify the story - who's paying late, who's a credit risk, and where the team should focus its energy.
You have a track record of handling financial data with precision.
The ideal candidate is detail-oriented, comfortable working across systems, and brings discipline and a bias toward results.
You are a self-starter who doesn't wait to be told what to do.

Nice to have

1-3 years of experience in billing, collections, or accounts receivable.
We welcome candidates with a Finance/Accounting background, strong numerical aptitude, and a highly organized, structured approach to systems and data.
You should either understand or be ready to quickly scale up on the end-to-end order-to-cash cycle
big plus if you have experience SaaS consumption-based billing, and/or accounts receivable.
You are comfortable navigating CRM and invoicing platforms (Salesforce, billing/ERP systems) and pick up new tools quickly.
Experience with subscription billing platforms is a plus.
Systems Proficiency: You are comfortable navigating CRM and invoicing platforms (Salesforce, billing/ERP systems) and pick up new tools quickly.

Compensation

The estimated starting annual salary range for this position is $85,000 - $100,000 USD.
The listed range is a guideline from Pave https://www.pave.com/ data, and the actual base salary may be modified based on factors including job-related skills, experience/qualifications, interview performance, market data, etc.
Total compensation for this position may also include equity, sales incentives (for sales roles), and employee benefits.
Given Candid Health's funding and size, we heavily value the potential upside from equity in our compensation package.
We are an in-person culture.
We believe the best work happens when we are in the same room and our ideal weekly schedule is 4 days working from our San Francisco office and 1 day working remotely.

Benefits

Total compensation for this position may also include equity, sales incentives (for sales roles), and employee benefits.
Given Candid Health's funding and size, we heavily value the potential upside from equity in our compensation package.
Further note that Candid Health has minimal hierarchy and titles, but has broad ranges of experience represented within roles.

Company info

Identify opportunities to streamline billing workflows, reduce manual effort, and improve collections outcomes.
Contribute to the development of scalable billing processes as the company grows.
Collections & AR Management: Own the collections process for overdue accounts; track aging balances, conduct outreach to customers on past-due invoices, document payment commitments, and escalate delinquencies with supporting analysis.
We are looking for a Finance Operations Associate to join our Finance team and own the day-to-day execution of our Order-to-Cash cycle.
Own the collections process for overdue accounts; track aging balances, conduct outreach to customers on past-due invoices, document payment commitments, and escalate delinquencies with supporting analysis.
We are an in-person culture.
We believe the best work happens when we are in the same room and our ideal weekly schedule is 4 days working from our San Francisco office and 1 day working remotely.

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This listing is sourced directly from Candidhealth's careers page and normalized into a canonical job model.