Finance Operations Associate

Candid Health; San Francisco (CA); On-site; USD 85,000 - 100,000; Full time

Job summary

Candid Health is seeking a Finance Operations Associate to own the day-to-day Order-to-Cash cycle, ensuring accurate invoicing and timely collections across our customer base, especially in a SaaS environment.

You will partner with Revenue Operations and Delivery, drive process improvements, monitor DSO, and maintain data integrity as we scale from our San Francisco office.

Qualifications

• 1–3 years in billing, collections, or AR with SaaS exposure.
• Strong numerical accuracy and data discipline.
• Proficient with CRM and invoicing platforms; quick to learn new tools.
• Experience with AI/automation in billing is a plus.
• Able to work in a fast-paced environment and deliver results.

Responsibilities

• Review and validate billing data; process invoices across customers.
• Own collections for overdue accounts; monitor aging and DSO.
• Code and apply payments; support reconciliations with GL.
• Handle customer billing inquiries with professionalism.
• Identify opportunities to streamline workflows and improve processes.
• Collaborate with Revenue Accounting/Operations and Delivery on billing matters.

Skills

Billing operations

Collections

AR management

Cash application

Customer communications

Process improvement

Cross-functional collaboration

Education

Finance/Accounting background

Tools

Salesforce CRM

Billing/ERP systems

Subscription billing platforms

Job description

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 You’ll 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 elevate delinquencies with supporting analysis. Monitor customer payment patterns to proactively flag credit risk. Track and drive down Days Sales Outstanding (DSO) across the customer portfolio.
• Cash Application & Reconciliation: Review, code, and apply incoming payments to open invoices. Support daily and monthly reconciliations between billing, AR, and general ledger to ensure accuracy across systems.
• Customer Communication: Serve as a primary point of contact for customer billing inquiries, including invoice disputes, payment timing, W-9 requests, etc. Maintain professionalism and urgency in all customer-facing interactions.
• Process Improvement: Identify opportunities to streamline billing workflows, reduce manual effort, and improve collections outcomes. Contribute to the development of scalable billing processes as the company grows.
• Cross-Functional Support: Partner with Revenue Accounting, Revenue Operations, and Delivery to resolve complex billing matters, support deal-specific invoicing structures (e.g., quarterly prepayments, ramped minimums, specific invoiceable elements), and ensure contractual billing terms accurately reflected in our systems.

Who You Are

• Experience: 1-3 years of experience in billing, collections, or accounts receivable. We welcome candidates with a Finance/Accounting background, strong numerical aptitude, and a highly organized, structured approach to systems and data. You should either understand or be ready to quickly scale up on the end-to-end order-to-cash cycle; big plus if you have experience SaaS consumption-based billing, and/or accounts receivable.
• Detail-Orientation & Accuracy: You have a track record of handling financial data with precision. You catch discrepancies before they become problems and take ownership of getting the numbers right.
• Systems Proficiency: You are comfortable navigating CRM and invoicing platforms (Salesforce, billing/ERP systems) and pick up new tools quickly. Experience with subscription billing platforms is a plus.
• Leveraging AI: You are excited about leveraging AI and automation to eliminate repetitive manual work in the billing cycle.
• Communication & Presence: You can navigate difficult conversations with customers professionally - balancing firmness with relationship preservation. You communicate clearly with internal teams, and partner with Delivery to drive issues to resolution.
• The "Get It Done" Mindset: You are a self-starter who doesn't wait to be told what to do. You manage your own queue, prioritize effectively, and follow through until the invoice is paid or the issue is resolved. You are comfortable operating with ambiguity and building processes from scratch.
• Analytical Thinking: You can look at an aging report or payment history and quickly identify the story — who's paying late, who's a credit risk, and where the team should focus its energy.

Pay Transparency

The estimated starting annual salary range for this position is $85,000 - $100,000 USD. The listed range is a guideline from Pave data, and the actual base salary may be modified based on factors including job-related skills, experience/qualifications, interview performance, market data, etc. Total compensation for this position may also include equity, sales incentives (for sales roles), and employee benefits. Given Candid Health’s funding and size, we heavily value the potential upside from equity in our compensation package. Further note that Candid Health has minimal hierarchy and titles, but has broad ranges of experience represented within roles.

Location

We are an in-person culture. We believe the best work happens when we are in the same room and our ideal weekly schedule is 4 days working from our San Francisco office and 1 day working remotely.