Finance Operations Associate

candidhealth; Santa Fe (NM); Hybrid; USD 85,000 - 100,000; Full time

Job summary

Candid Health is seeking a Finance Operations Associate to own the day-to-day execution of the Order-to-Cash cycle, ensuring accurate billing, timely collections, and clean data across revenue operations. You will collaborate with Revenue Operations and Delivery to resolve issues and scale processes in a fast-paced environment.

The role requires attention to detail, system fluency, and a proactive mindset to reduce DSO and implement scalable billing workflows.

Qualifications

• 1–3 years in billing, collections, or accounts receivable.
• Finance/Accounting background welcome.
• Experience SaaS billing is a plus.
• Strong numerical aptitude and an organized approach.

Responsibilities

• Billing operations: review data, generate invoices, reconcile quotes and contracts.
• Collections & AR: manage overdue accounts, monitor DSO, and communicate with customers.
• Cash application & reconciliation: apply payments and support GL reconciliations.
• Customer communication: handle invoice inquiries and disputes professionally.
• Process improvement: streamline workflows and scale billing processes.
• Cross-functional support: partner with Revenue Accounting/Operations and Delivery.

Skills

Billing & AR management

Data accuracy

CRM & ERP systems

Analytical thinking

Communication

Self-starter / ownership

AI / automation mindset

Tools

Salesforce

Billing/ERP systems

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 are 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.