
Essential Job Duties
Revenue Accounting & Financial Close Review revenue recognition and billing schedules within NetSuite ARM and Zone Advanced Billing (ZAB) to support accurate monthly and quarterly financial reporting Analyze customer contracts, amendments, renewals, upsells, downsells, terminations, and other commercial arrangements to determine the appropriate revenue recognition treatment under ASC 606 Prepare technical accounting memos and supporting documentation for standard and non-standard customer agreements Prepare and maintain account reconciliations, supporting schedules, and variance analyses for assigned areas of responsibility Investigate fluctuations, identify trends, and resolve discrepancies impacting financial reporting. Prepare revenue-related journal entries and supporting schedules Support internal and external audit requests and assist with financial statement disclosures and reporting schedules Partner with the broader accounting organization to support monthly, quarterly, and annual close activities Revenue Operations & Cross-Functional Partnership Review credit memos, billing adjustments, customer disputes, contract modifications, and other customer account activities for appropriate accounting treatment Collaborate with NetSuite, Salesforce, and related system administrators to ensure contract, customer, usage, and billing data is complete and accurate Partner with Revenue Operations, Order-to-Cash, and system administrators to investigate and resolve transaction, billing, and system data issues impacting revenue recognition and financial reporting Monitor revenue-related operational activities and proactively identify accounting implications or potential reporting risks Calculate sales commission amortization schedules and prepare related monthly accounting entries Support bad debt reserve and accounts receivable allowance analyses, including CECL-related assessments and supporting documentation Reconcile deferred revenue, unbilled receivables, accounts receivable, bad debt reserves, and other revenue-related balance sheet accounts Process Improvement & Automation Document, standardize, and enhance revenue accounting processes to support scalability, compliance, and operational excellence Identify and implement opportunities to automate manual accounting activities and improve close efficiency Leverage AI-enabled tools and emerging technologies to enhance productivity, reporting accuracy, and business insights Support finance transformation initiatives, system enhancements, and continuous improvement efforts across the organization Develop reporting and analytics that provide meaningful visibility into revenue trends, operational performance, and key business drivers
Other Job Duties
Other duties as assigned by supervisor or HHAeXchange leader.
Travel Requirements
Travel up to 10%, including overnight travel
Required Education, Experience, Certifications and Skills
Required Bachelor's degree in Accounting, Finance, or related field 4+ years of progressive accounting experience, including month-end close and financial reporting responsibilities 2+ years of experience supporting ASC 606 revenue accounting in a SaaS, software, healthcare technology, recurring revenue, or similar environment Strong understanding of U.S. GAAP and ASC 606 Revenue from Contracts with Customers Experience preparing journal entries, reconciliations, account analyses, and supporting schedules Experience accounting for deferred revenue, unbilled receivables, contract modifications, commission accounting, and other revenue-related transactions Advanced Microsoft Excel skills, including pivots, lookups, data analysis, and large data set management Strong analytical, organizational, and problem-solving skills Excellent written and verbal communication skills Ability to manage multiple priorities and meet deadlines in a fast-paced, high-growth environment Demonstrated commitment to financial integrity, process excellence, and continuous improvement Preferred CPA certification or active progress toward CPA certification Experience in a SaaS, software, technology, or recurring-revenue business model Experience in a public company, private equity-backed company, or similarly complex reporting environment Experience supporting internal and external audits Experience supporting ERP implementations, finance transformation initiatives, or process automation projects Preferred Systems Experience NetSuite ERP and Advanced Revenue Management (ARM) Zone Advanced Billing (ZAB) Salesforce CRM and CPQ Microsoft Excel (Advanced) Microsoft Copilot, Claude, and other AI-enabled productivity tools