营收运营会计师
Revenue Operations Accountant
我们相信，人们与财务的互动方式将在未来几年得到显著改善。我们致力于通过构建数千名开发者用来创建自己产品的工具和体验，推动这一变革。Plaid 为数以百万计的人们依赖的工具提供支持，帮助他们过上更健康的财务生活。我们与 Venmo、SoFi、多家财富 500 强公司以及许多大型银行合作，让人们能够轻松地将财务账户连接到他们想要使用的应用和服务。Plaid 的网络覆盖美国、加拿大、英国和欧洲的 12,000 家金融机构。公司成立于 2013 年，总部位于旧金山，在纽约、西雅图、华盛顿特区、罗利、伦敦和阿姆斯特丹设有办事处。
团队介绍
- 我们是 Plaid 的收入会计团队，负责订单到现金流程，确保每位 Plaid 客户都能准确计费，并在我们的财务系统中正确反映收入和应收账款。
- 我们在商业交易执行、计费、会计和财务报告的交汇点工作。我们与商业部门、RevOps、法律、计费工程、业务技术、战略财务以及更广泛的会计团队紧密合作，将客户协议转化为准确且可扩展的计费方案。在 Plaid 的规模和交易复杂性下，这是一项不小的挑战。
- 我们的使命是保护收入的完整性，建立客户信任，并构建系统、流程和控制机制，使 Plaid 能够向下一阶段发展。
职位概述
- 你将负责 Plaid 订单到现金流程的操作层，将已签署的客户协议转化为准确的计费配置、发票、对账和财务记录。
- 你将审核已成交的合同和订单表单，将其转化为计费内容，运行月度发票周期，处理计费调整和贷项通知单，对账 NetSuite 和 Salesforce 等系统中的活动，解决来自 Plaid 各个合作伙伴的计费问题，并支持月度结账。
- 你还将帮助团队从手动操作转向更自动化、可扩展且受控的流程。在这个过程中，你将获得在计费运营、会计系统、收入确认和跨职能财务方面的广泛经验，并随着该职能的发展，逐步承担更大的责任。
职责
- 审核已成交的合同和订单表单
查看英文原文
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
Team Description
- We're Plaid's Revenue Accounting team, and we own the order-to-cash process that ensures every Plaid customer is billed accurately and that revenue and accounts receivable are reflected correctly across our financial systems.
- We work at the intersection of commercial deal execution, billing, accounting, and financial reporting. We partner closely with Commercial, RevOps, Legal, Billing Engineering, Business Technology, Strategic Finance, and the broader Accounting org to turn customer agreements into accurate, scalable billing. It's no small feat at Plaid's scale and deal complexity.
- Our mission is to protect revenue integrity, build customer trust, and build the systems, processes, and controls that let Plaid scale toward its next stage as a company.
Role Summary
- You'll own the operating layer of Plaid's order-to-cash process, turning signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records.
- You'll review order forms and commercial terms and translate them into billing, run monthly invoice cycles, process billing adjustments and credit memos, reconcile activity across systems like NetSuite and Salesforce, resolve billing questions from partners across Plaid, and support month-end close.
- You'll also help move the team from manual execution toward more automated, scalable, and well-controlled processes. Along the way you'll build broad experience across billing operations, accounting systems, revenue recognition, and cross-functional finance, with room to grow into greater ownership as the function scales.
Responsibilities
- Review closed-won contracts and order forms to validate pricing, service dates, billing terms, minimum commitments, and other commercial details
- Configure customer billing arrangements accurately and on time
- Run and support monthly customer invoice cycles
- Reconcile invoice data between Plaid's billing systems and NetSuite, and investigate discrepancies, missing activity, and duplicate or incorrect charges
- Process billing adjustments, contract changes, and credit memos, and reconcile approved changes across NetSuite and Plaid’s internal billing system
- Resolve billing questions from GTM and other partner teams, including the billing team's internal support-channel rotation
- Support month-end close through billing and AR reconciliations, adjustment files, journal-entry support, and variance analysis
- Maintain documentation and audit support for key billing activities
- Partner with GTM, Engineering, Legal and BizOps to resolve billing issues
- Identify and help implement process, control, and automation improvements
Qualifications
- 2–5 years of experience in billing, order management, revenue operations, accounts receivable, accounting operations, or a related order-to-cash function
- Bachelor's degree in Accounting, Finance, Business, or a related field
- Experience in a SaaS, software, fintech, or other complex B2B billing environment
- Experience reviewing commercial contracts, order forms, or customer billing terms
- Experience supporting customer invoicing, reconciliations, or billing adjustments
- Strong spreadsheet and data-reconciliation skills, with strong attention to detail and the ability to identify and resolve discrepancies
- Strong judgment, ownership, and organizational skills
- Clear written and verbal communication, and the ability to collaborate with finance and non-finance partners
- Ability to manage recurring deadlines in a fast-paced environment
Preferred Qualifications
- Experience with NetSuite and Salesforce
- Public accounting / Big Four experience
- Familiarity with usage-based billing, revenue recognition, and month-end close procedures
- Experience improving or automating finance and billing processes
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.