Team Lead, Revenue & Billing

Equest; Ottawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A dynamic financial services company based in Ottawa is seeking a detail-oriented individual for a finance-related role. You will manage annual renewals, collaborate with various departments, and fulfill compliance requirements. The ideal candidate holds a BS in Accounting and has experience with financial software like Sage Intacct and Salesforce. This position offers competitive benefits including three weeks' vacation and comprehensive health coverage.

Benefits

Three weeks' vacation (increases with tenure)

Comprehensive Medical, Dental and Vision coverage

Financial support for CPA candidates

Employee stock ownership

Flexible work options

Lifestyle rewards program

Qualifications

• Motivated team player who can work independently.
• High attention to detail.
• Strong critical thinking skills.

Responsibilities

• Manage annual renewals, new purchases, and change orders for customers.
• Collaborate with Sales, Legal, and other departments.
• Prepare and review contract pricing for IFRS-15 compliance.
• Support team training and assist in problem resolution.
• Complete monthly and quarterly journal entries.

Skills

Attention to detail

Critical thinking

Team collaboration

Education

BS in Accounting or equivalent relevant work experience

Tools

Sage Intacct

Microsoft Dynamics 365

FloQast

Salesforce

Job description

WHAT WILL YOUR NEW ROLE BE

• Manage annual renewals, new purchases, and change orders for customers with high accuracy.
• Collaborate with Sales, Legal, and other departments to ensure correct account setup and billing; resolve customer billing issues and issue credits as needed.
• Prepare and review contract pricing for IFRS-15 and company compliance; assign SSP allocations and confirm accurate revenue posting.
• Support and assist in training a small team located throughout the United States.
• Aid team members in problem resolution for billing, revenue, and / or customer-related issues.
• Complete monthly and quarterly journal entries, including but not limited to unbilled accruals, revenue corrections, FX adjustments, doubtful accounts, and other entries as needed.
• Own the collection cycle and follow up with customers on outstanding invoices as required, which may include enlisting the help of other departments.
• Submit and ensure proper accounting treatment of customer group participation fees.
• Reconcile and confirm the accuracy of Accounts Receivable, Unbilled Revenue, and Deferred Revenue account balances.
• Review and approve credits up to company policy limits.
• Process change orders by researching existing purchases and payments, ensuring revenue in Intacct and opportunities in Salesforce are correctly adjusted.
• Assist the Revenue Accounting Manager with audits, period closes, and ad hoc projects.
• Undertake any additional duties as may be reasonably required by the Company.

WHAT WE ARE LOOKING FOR

• Motivated team player with a can-do attitude who can also work efficiently in an independent setting.
• High attention to detail.
• Strong critical thinking skills.
• BS in Accounting or equivalent relevant work experience.

WHAT WILL MAKE YOU STAND OUT

• Experience with Sage Intacct or Microsoft Dynamics 365, FloQast, and Salesforce.
• Knowledge of region-specific billing requirements, including those of France.
• Fluency in French to a highly proficient standard.

WHAT WE OFFER

• Three weeks' vacation (four weeks after three years and five weeks after seven years) plus five personal days
• Comprehensive Medical, Dental and Vision coverage from your first day of employment
• Financial and professional development support for CPA candidates and members
• Employee stock ownership and RRSP matching programs
• Lifestyle rewards program
• Flexible work options
• Performance driven organization with many opportunities for advancement
• And more!