About this role
Essential Job Duties
Revenue Accounting & Financial Close
- Review revenue recognition and billing schedules within NetSuite ARM and Zone Advanced Billing (ZAB) to support accurate monthly and quarterly financial reporting
- Analyze customer contracts, amendments, renewals, upsells, downsells, terminations, and other commercial arrangements to determine the appropriate revenue recognition treatment under ASC 606
- Prepare technical accounting memos and supporting documentation for standard and non-standard customer agreements
- Prepare and maintain account reconciliations, supporting schedules, and variance analyses for assigned areas of responsibility
- Investigate fluctuations, identify trends, and resolve discrepancies impacting financial reporting.
- Prepare revenue-related journal entries and supporting schedules
- Support internal and external audit requests and assist with financial statement disclosures and reporting schedules
- Partner with the broader accounting organization to support monthly, quarterly, and annual close activities
Revenue Operations & Cross-Functional Partnership
- Review credit memos, billing adjustments, customer disputes, contract modifications, and other customer account activities for appropriate accounting treatment
- Collaborate with NetSuite, Salesforce, and related system administrators to ensure contract, customer, usage, and billing data is complete and accurate
- Partner with Revenue Operations, Order-to-Cash, and system administrators to investigate and resolve transaction, billing, and system data issues impacting revenue recognition and financial reporting
- Monitor revenue-related operational activities and proactively identify accounting implications or potential reporting risks
- Calculate sales commission amortization schedules and prepare related monthly accounting entries
- Support bad debt reserve and accounts receivable allowance analyses, including CECL-related assessments and supporting documentation
- Reconcile deferred revenue, unbilled receivables, accounts receivable, bad debt reserves, and other revenue-related balance sheet accounts
Process Improvement & Automation
- Document, standardize, and enhance revenue accounting processes to support scalability, compliance, and operational excellence
- Identify and implement opportunities to automate manual accounting activities and improve close efficiency
- Leverage AI-enabled tools and emerging technologies to enhance productivity, reporting accuracy, and business insights
- Support finance transformation initiatives, system enhancements, and continuous improvement efforts across the organization
- Develop reporting and analytics that provide meaningful visibility into revenue trends, operational performance, and key business drivers
Other Job Duties
- Other duties as assigned by supervisor or HHAeXchange leader.
Travel Requirements
- Travel up to 10%, including overnight travel
Required Education, Experience, Certifications and Skills
Required
- Bachelor's degree in Accounting, Finance, or related field
- 4+ years of progressive accounting experience, including month-end close and financial reporting responsibilities
- 2+ years of experience supporting ASC 606 revenue accounting in a SaaS, software, healthcare technology, recurring revenue, or similar environment
- Strong understanding of U.S. GAAP and ASC 606 Revenue from Contracts with Customers
- Experience preparing journal entries, reconciliations, account analyses, and supporting schedules
- Experience accounting for deferred revenue, unbilled receivables, contract modifications, commission accounting, and other revenue-related transactions
- Advanced Microsoft Excel skills, including pivots, lookups, data analysis, and large data set management
- Strong analytical, organizational, and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced, high-growth environment
- Demonstrated commitment to financial integrity, process excellence, and continuous improvement
Preferred
- CPA certification or active progress toward CPA certification
- Experience in a SaaS, software, technology, or recurring-revenue business model
- Experience in a public company, private equity-backed company, or similarly complex reporting environment
- Experience supporting internal and external audits
- Experience supporting ERP implementations, finance transformation initiatives, or process automation projects
Preferred Systems Experience
- NetSuite ERP and Advanced Revenue Management (ARM)
- Zone Advanced Billing (ZAB)
- Salesforce CRM and CPQ
- Microsoft Excel (Advanced)
- Microsoft Copilot, Claude, and other AI-enabled productivity tools