Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Finance Operations Specialist role.
Rezi rewrites your resume against Crystal Practice Management's job description. Free.
Tailor your resume to this Finance Operations Specialist role.
Rezi rewrites your resume against Crystal Practice Management's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Finance Operations Specialist posting at Crystal Practice Management — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Finance Operations Specialist posting at Crystal Practice Management — free, in seconds.
About the Role
This role owns Crystal’s accounts receivable end-to-end, including fielding billing questions, running collections, and serving as an escalation point for complex billing issues. You will also own reconciliations to ensure revenue accuracy, tying billing back to Salesforce and verifying vendor and customer invoices. You will support the finance function and broader operational priorities, assisting with accounts payable, transaction coding, month-end schedules, reconciliations, and analysis. The role requires a proactive approach to collections and a focus on improving semi-automated billing processes, including AI agents for customer inquiries.
Responsibilities
- Own accounts receivable end-to-end
- Field billing questions from subscription customers
- Run collections
- Serve as the escalation point for complicated, emotional, or expensive billing issues
- Own reconciliations to ensure revenue accuracy
- Tie billing back to Salesforce for accurate ARR reporting
- Check vendor invoices and customer invoices against agreed terms
- Support the finance function and broader operational priorities
- Assist with accounts payable
- Code transactions to the correct account and department
- Assist with month-end schedules
- Assist with reconciliations
- Assist with unplanned analysis
- Improve semi-automated billing processes
- Tune AI agents for dunning and drafting billing replies
- Identify and correct discrepancies between automated dunning and human needs
- Push routine volume to AI agents to focus human time on complex accounts
- Ensure billing ties to Salesforce, chasing down differences to the account level
- Correct discrepancies in QuickBooks when they are on the accounting side
- Document and hand off CRM data issues to Sales Ops
- Ensure AR ties and cash application are current
- Code bills to the right account and department accurately
- Complete assigned schedules and reconciliations thoroughly
Requirements
- 2+ years owning accounts receivable, collections, or customer-facing billing operations
- Experience carrying an aging report, making collection calls, and being accountable for cash landing in the bank
- Track record of collecting without damaging customer relationships
- Experience walking a customer through a disputed charge and holding the line on the balance
- Hands-on reconciliation experience, including figuring out discrepancies between systems
- Experience with subscription-to-invoice tie-outs, bank reconciliations, vendor statement reviews, or CRM-to-billing comparisons
- Exposure to the full transaction cycle, including entering bills and coding spend
- Judgment about when to push, when to escalate, and when to stop
- Experience with AI experimentation and improving tools rather than routing around them
- Proficiency in Excel, including pivot tables, lookups, and clean formula logic
- Comfortable working inside the accounting system, including fixing issues in QuickBooks Online or a comparable GL
- Salesforce and comparable CRM exposure is helpful
- Clear, direct writing and speaking skills
- SaaS or healthcare technology exposure is a plus but not required
- Ability to be warm on the phone while remaining firm on financial numbers
- Proactive in making phone calls for collections
- Ability to escalate issues early with a recommendation
- Ability to prioritize tasks based on financial impact
- Desire to fix recurring issues rather than performing manual follow-ups repeatedly
- Low ego and high urgency approach to tasks
Skills
- Accounts Receivable
- Collections
- Customer-facing billing operations
- Reconciliation
- Billing accuracy
- Revenue recognition
- Invoice verification
- Accounts Payable
- Transaction coding
- Month-end close
- Financial analysis
- AI tools
- Excel (Pivot Tables, Lookups, Formula Logic)
- QuickBooks Online (or comparable GL)
- Salesforce (or comparable CRM)
- Communication (Written and Verbal)
- Problem-solving
- Negotiation
- Customer Relationship Management
Location
- Austin
Work Type
- Hybrid
Experience Level
- Mid-level
Benefits
- Competitive compensation based on experience
- Health, dental and vision benefits
- Hybrid work flexibility
- 401(k) with matching company contribution
- Flexible PTO policy
- Ground-floor opportunity in a well-funded, fast-growing healthcare technology company
About the Company
- Crystal is a fast-growing healthcare technology company.
Equal Opportunity
- We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.