4+ years of experience in accounting, preferably in public accounting., Bachelor’s degree in accounting or a related field., Strong analytical, organizational, and problem-solving skills., Proficiency in NetSuite and high proficiency in Microsoft Excel, with experience in automation, SQL, or Python being a plus..
Key responsabilities:
Oversee the collection process for past-due invoices and ensure timely follow-ups with customers.
Regularly review AR aging reports and address overdue accounts proactively.
Assist in AR reserve calculations and provide commentary for financial close processes.
Identify opportunities for process improvements and contribute to automation initiatives.
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Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe. At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.
We are the Accounting team at Plaid, a high-growth financial services technology company. Our mission is to ensure accurate financial reporting, maintain strong cash flow management, and support the company’s growth with scalable and efficient processes. The Accounts Receivable team plays a crucial role in managing incoming payments, overseeing collections, and maintaining positive customer relationships while minimizing bad debt. We focus on optimizing AR processes through automation and data-driven decision-making to enhance accuracy, efficiency, and compliance. Our goal is to support Plaid’s growth by ensuring a healthy cash flow and strong financial controls.
As an Accounts Receivable Associate/Senior Associate at Plaid, you will play a critical role in managing the company’s incoming payments and maintaining cash flow. You will oversee the collections process, communicate with customers to resolve outstanding invoices, and ensure accurate financial reporting. Your work will directly contribute to minimizing bad debt and optimizing the efficiency of AR processes. Additionally, you will support automation initiatives to enhance accuracy and streamline workflows. This role is ideal for someone with a strong understanding of AR processes, proficiency in NetSuite and Excel, and an analytical mindset. You will work closely with internal teams and external customers to drive improvements in cash flow management and reporting. The ideal candidate for this role will develop strong working relationships with cross-functional partners and be customer-obsessed.
Responsibilities
Manage Collections: Oversee the collection process for past-due invoices, ensuring timely follow-ups with customers to resolve outstanding balances.
Monitor Aging Reports: Regularly review AR aging reports, investigate discrepancies, and take proactive steps to address overdue accounts.
Support Financial Reporting: Assist in AR reserve calculations and provide flux commentary for financial close processes.
Customer Communication: Maintain positive relationships with customers while ensuring compliance with payment terms.
Process Optimization & Automation: Identify opportunities for process improvements and contribute to automation initiatives to enhance efficiency and accuracy.
Compliance & Reporting: Ensure AR processes align with compliance requirements and contribute to internal and external reporting needs.
Qualifications
4+ years of experience in accounting. Public accounting is a plus
Bachelor’s degree in accounting or related field
Self-starter with outstanding analytical, organizational, and problem-solving skills
Ability to manage time effectively under tight deadlines and take ownership of work product
Experience working in a high-growth environment
Ability to work independently and as part of a team
Experience with NetSuite
High proficiency in Microsoft Excel and experience in automation / SQL / Python a plus
Required profile
Experience
Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.