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About CFI
Corporate Finance Institute® (CFI) is the leading, accredited provider of online learning for finance professionals and productivity tools.
Since 2016, we have helped over one million learners and organizations worldwide access hands-on, expert-led training and tools to develop best-in-class finance skills for the real world.
With a presence in 170+ countries, CFI is a high-growth, fun, energetic company to work for with 80+ full-time employees. We strive to foster a work environment where employees can express a high degree of creativity and collaboration, and are empowered and motivated to succeed.
We are an Inspiring Workplace of the Year award winner and have been named one of Canada’s Most Admired Corporate Cultures for 2021.
To learn more about CFI click here! https://corporatefinanceinstitute.com
About The Role
This is a remote position. The Billing and Collections Specialist is accountable for all aspects of the accounts receivable process, including invoice calculations, payment processing, reconciling related accounts monthly, and collections (B2B and B2C follow-up). This position will also be cross-trained, to assist with processing vendor invoices and reviewing for proper coding and follow-up, and processing of corporate credit cards.
What You’ll Be Working On
Processing and collecting invoices
Partner with Sales and Revenue operations to properly invoice all B2B customers
Verify and ensure accuracy of purchase orders from Salesforce for proper billing
Resolve client billing questions and concerns using internal and external resources
Reconcile monthly bookings with monthly invoicing
Reconcile banking daily
Maintain customer invoicing portals and submit accordingly
Partner with sales reps for the collection of the outstanding invoice
Monthly propose invoices for write-off to the Accounting Manager/Controller
Process all payments received
Perform monthly AR and sales tax reconciliations
Cross Trained payables and credit card processes
Assist with processing of vendor bills
Assist with the processing of credit card transactions
Process and reconcile monthly sales/GST tax
Assist and ultimately manage the sales tax system
Assist with year-end audits
Manage positive business relationships with both internal and external parties
Assist with the implementation of the new AP/CC platform
Assist with the implementation of a new billing platform and the integration with Salesforce and the ERP
About You
Bachelor’s degree is strongly preferred
5-6 years of billing and collections experience and accounts payable
Intermediate skills with MS Office programs including Excel, Outlook, Word and GSuite.
Knowledge of the SaaS industry required
Knowledge of QuickBooks or other major accounting software package (e.g. Netsuite)
Knowledge of a CRM platforms (e.g. Salesforce or Hubspot)
Good working relationship with Deal Desk and Sales
Demonstrate critical thinking to identify potential solutions or new approaches for current operating procedures
Strong time management skills and ability to multitask
Remote experience including communication using slack, zoom, google drive, etc.
Working With Us
We strive to create an environment in which professional and personal well-being are actively supported.
Our remote-first approach gives everyone the freedom to work where they want without missing out on things like company meetings and connecting with colleagues. Many CFI team members work from home, our offices in Vancouver, New York, and Poland, or a combination that suits their preference and schedule.
A performance-based culture sets the bar high while providing the guidance and open communication to champion individual—and therefore collective—success. Regular check-ins and transparency in strategy, goals, and feedback ensure wins are celebrated and obstacles are overcome.
Most importantly, we operate with trust in each employee’s drive and capability to get their work done. From flexible working locations, to empowered decision-making, to meeting-free Wednesdays that allow for uninterrupted focus time, CFI employees are encouraged to do their best work in the way that best works for them.
Perks and Benefits
Competitive compensation packages
RRSP/401K employer matching
Extended Health coverage for medical, vision and dental
4 weeks / 20 days of paid vacation
7 sick days
Birthday Off!
Annual Active Lifestyle Allowance – stay fit and healthy!
Annual Learning Allowance – never stop learning!
Learning and development opportunities through lunch & learns and access to all our CFI courses!
Team activities and social events, both virtually and in person
Remote-first culture
CFI welcomes applications from all qualified individuals, especially racialized persons or persons of color, Indigenous persons, women, persons with disabilities, 2SLGBTQ+ persons, and all groups protected by the Human Rights Code. CFI is committed to employment equity and fostering a diverse and inclusive workplace.
CFI endeavors to make the recruitment and hiring processes as accessible and barrier-free as possible.
Our Recruiting and onboarding efforts have been adjusted to guarantee a fair, positive and inclusive experience to all candidates.
If you require accommodations at any point during the hiring process, please contact People Operations.
