Candid Health
Finance Operations Associate
San Francisco Office
Role brief
What this role is asking for.
We are looking for a Finance Operations Associate to join our Finance team and own the day-to-day execution of our Order-to-Cash cycle. In this role, you will be responsible for accurate and timely billing across our customer base, managing collections on overdue accounts, and maintaining the data integrity that enables our revenue operations to scale. You will work closely with our Revenue Operations and Delivery teams to resolve billing issues and ensure timely collection. The ideal candidate is detail-oriented, comfortable working across systems, and brings discipline and a bias toward results. You thrive in a fast-paced environment where precision matters and are energized by building processes that didn't exist before. WHAT YOUโLL BE DOING - Billing Operations: Review and validate billing data for accuracy prior to invoice submission. Calculate, prepare, and process invoices across our customer base, including usage-based consumption metering, subscription minimums, prepayment schedules, and onboarding fees, amongst other invoiceable elements. Reconcile quote and contract information between our CRM and billing systems to ensure alignment from deal close through invoicing. - Collections & AR Management: Own the collections process for overdue accounts; track aging balances, conduct outreach to customers on past-due invoices, document payment commitments, and escalate deli...
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