Prompt Therapy Solutions Inc

Compensation

Full Description

Job Description: • Oversee the end-to-end invoicing lifecycle, ensuring 100% accuracy in complex billing cycles and compliance with bespoke customer agreements. • Identify bottlenecks in the billing workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks. • Perform root-cause analysis on recurring billing discrepancies and implement permanent process fixes while communicating with leadership on the context of the issues. • Audit and validate customer agreements to ensure financial data integrity before account creation. • Create customer accounts and process sensitive financial data accurately. • Identify bottlenecks in the customer creation workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks and other softwares such as HubSpot, SpotDraft, etc. • Manage high-priority or complex customer financial inquiries, translating technical issues into clear, professional communication. • Collaborate cross-functionally with multiple departments to resolve structural billing hurdles for clients. • Maintain the integrity of the customer master data, ensuring clean reporting for Senior Management. • Support the Customer Finance Lead in ad-hoc projects, including ERP migrations, system integrations (AP/AR tools), and the creation of standardized training documentation for future team growth. Requirements: • Bachelor’s degree in Finance, Accounting, Economics, or a related field. • 3+ years of experience in Accounts Receivable, Billing, or Revenue Operations (senior-level ownership expected). • Advanced proficiency in NetSuite and QuickBooks & Expert Excel/Google Sheets skills- must be comfortable with complex formulas, pivot tables, and data modeling to identify trends or errors. • A proven track record of taking a manual process and developing as well as executing a better process through automation or workflow redesign. • An obsession with accuracy; you are the person who catches the $0.01 discrepancy before it becomes a client issue. • Ability to distill complex financial data into actionable insights for stakeholders and senior leadership. Benefits: • Competitive salaries • Remote/hybrid flexibility • Potential equity for outstanding performance • Flexible PTO • Company-wide sponsored lunches • Company-paid disability and life insurance • Family and medical leave • Medical, dental, and vision insurance • Discounted pet insurance • FSA/DCA and commuter benefits • 401(k) • Credits for fitness and gym memberships • Recovery suite at HQ with cold plunge, sauna, and shower