Revenue Operations Specialist

Mission Statement:

We aim to become one of the top 100 CPA firms in the US through a culture of continuous improvement, positioning ourselves as the go-to partner for businesses nationwide and setting the standard for excellence in accounting.

Overview:

The Revenue Operations Specialist plays a vital role in supporting the internal finance and operations teams by managing and optimizing all revenue-related processes. This includes client billing, accounts receivable, internal financial reporting, and payment tracking. The role is both tactical and strategic—focused on executing daily tasks while also improving the systems and workflows that power our internal revenue engine.

Key Responsibilities:

Billing & Invoicing:

• Process and manage daily and monthly invoicing across departments (GGCPAs, GGTax, etc.).
• Handle client refunds, billing adjustments, and monitor client payments to ensure accurate account tracking.
• Set up recurring transactions and support automated billing processes.
• Coordinate with relevant teams to ensure accuracy and timeliness of all billing.

Accounts Receivable & Payable:

• Maintain and update AR aging reports daily, tracking outstanding payments and flagging overdue accounts.
• Partner with internal stakeholders for follow-ups on collections and process vendor payments.
• Prepare reconciliations for balance sheet accounts, including bank, credit card, and intercompany accounts.
• Categorize expenses and record accrual entries.

Internal Financial Reporting:

• Prepare weekly and monthly reporting packages for leadership meetings, managing the full reporting lifecycle from data gathering to delivery.
• Develop and maintain dashboards and Excel-based reports to support strategic planning.
• Create and deliver customized reports for leadership and operations teams.
• Identify and correct data inconsistencies to ensure data integrity across all reports.
• Implement quality control practices for reporting and operational workflows.

Payments Tracking & Workflow Management:

• Reconcile internal and external payments monthly and monitor payment workflows for transparency.
• Maintain financial trackers and dashboards using Excel, Google Sheets, and Power BI.
• Document SOPs for new or updated workflows, proposing improvements to internal procedures and systems.

Collaboration & Client Support

• Support onboarding of new clients, including account and project setup.
• Collaborate across departments to ensure timely completion of operational and administrative tasks.
• Manage key internal email inboxes to ensure effective communication flow.
• Track commissions and maintain up-to-date payout records.

Qualifications:

• Strong Excel and spreadsheet skills; comfort working with data
• High attention to detail and process-oriented mindset
• Experience with accounting software or CRMs (e.g., Karbon, QuickBooks, or similar)
• Strong communication and organizational skills
• Self-starter with a proactive approach to problem-solving

👉What We’re Looking For

• 5+ years of experience in finance operations, reporting, or business analysis.
• Strong proficiency in QuickBooks Online, Excel, Google Sheets, and Power BI.
• Excellent analytical and organizational skills.
• Ability to manage multiple priorities in a fast-paced, remote environment.
• Strong communication and interpersonal skills.
• High attention to detail and a problem-solving mindset.
• Bachelor’s degree in Business, Finance, Accounting, or a related field is preferred.

Why GG?💚

At GreenGrowth CPAs, we're a highly motivated team that values flexibility, collaboration, and professional growth. When you join us, you'll enjoy a wealth of benefits that support your success and well-being:

🤸Flexible time schedule and remote work

🖥️Equipment to work remotely

The journey doesn't stop here! During the interview process, we'll be excited to share even more of the perks and opportunities that await you at GreenGrowth. If you're driven to grow and thrive in a nurturing, innovative environment, we encourage you to apply now!🚀