Sr. Associate, Revenue Operations

Chartis; United States; Remote; USD 73,000 - 109,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA

FSA

401(k) match

Paid time off

Wellness stipend

Job summary

Chartis in the United States is seeking a Sr. Associate, Revenue Operations to manage client invoicing, revenue recognition, accounts receivable, and related close activities. The role collaborates with project managers and leaders to resolve billing issues and streamline processes.

Remote work is allowed. The position requires 3–5+ years in revenue accounting with Workday or PSA experience and strong Excel skills.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3–5+ years of experience in revenue accounting, invoicing, or AR.
• Strong understanding of revenue recognition principles.
• Experience with Workday Financials or PSA is preferred.
• Advanced Excel for financial reporting and data analysis.

Responsibilities

• Assist monthly client invoicing to ensure accuracy and timeliness.
• Perform revenue recognition activities per policy and standards.
• Review and approve employee expense reports for compliance.
• Monitor accounts receivable and support collections efforts.
• Reconcile deferred revenue and WIP at month-end close.
• Support audits with timely financial information.
• Identify opportunities to automate revenue and billing processes.
• Assist ERP enhancements, testing, and process improvements.

Skills

Revenue accounting

Invoicing

Accounts receivable

Project accounting

Workday ERP

Excel advanced

Education

Bachelor's degree in Accounting or Finance

Tools

Workday Financials

PSA

ERP systems

Job description

Sr. Associate, Revenue Operations

About Chartis

The challenges facing US healthcare are longstanding and all too familiar. We are Chartis, and we believe in better. We work with more than 1,900 organizations annually to develop and activate transformative strategies, operating models, and organizational enterprises that make US healthcare more affordable, accessible, safe, and human. With more than 1,450 professionals, we help providers, payers, technology innovators, retail companies, and investors create and embrace solutions that tangibly and materially reshape healthcare for the better. Our family of brands—Chartis, Jarrard, Greeley, and HealthScape Advisors is 100% focused on healthcare and each has a longstanding commitment to helping transform healthcare in big and small ways. Believe in better.

Chartis has offices in Boston, Chicago, New York, Washington D.C., and Nashville.

Remote work is allowed.

Role Overview

We are seeking a Senior Associate, Revenue Operations to support the Company’s revenue operations and accounting activities. This role is responsible for client invoicing, revenue recognition, accounts receivable, expense report review, deferred revenue and work-in-process (WIP) reconciliations, and supporting the monthly close and audit processes. The Senior Associate will partner with Project Managers and business leaders to resolve billing, contract, and revenue recognition issues while helping identify opportunities to streamline and automate processes.

Responsibilities

• Assist with the monthly client invoicing process, ensuring invoices are accurate, timely, and compliant with contract terms.
• Perform revenue recognition activities in accordance with company policy and applicable accounting standards.
• Review and approve employee expense reports, ensuring compliance with company policies and client requirements.
• Monitor accounts receivable, partner with business leaders on collections, and help reduce outstanding balances.
• Reconcile deferred revenue, work in process (WIP), and related revenue accounts as part of the monthly close.
• Partner with Project Managers and business leaders to resolve billing, contract, and revenue recognition issues.
• Prepare and maintain revenue-related reconciliations, schedules, and supporting documentation.
• Assist with internal and external audits by providing timely and accurate financial support.
• Identify opportunities to automate and improve revenue, billing, and expense management processes.
• Support ERP (Workday or similar) enhancements, testing, and continuous process improvements.

Qualifications and Desired Skills

• Bachelor's degree in Accounting, Finance, or a related field.
• 3 - 5+ years of experience in revenue accounting, invoicing, accounts receivable, or project accounting.
• Strong understanding of revenue recognition principles and financial reporting.
• Experience with Workday Financials, PSA, or another ERP system preferred.
• Advanced Excel skills; experience with financial reporting and data analysis.
• Excellent analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong communication skills with the ability to work effectively across all levels of the organization.
• Continuous improvement mindset with a passion for streamlining processes and leveraging technology.

Salary range: $73,000-$109,000, plus may be eligible for an annual discretionary bonus. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, skills, experience, training, licensure and certifications, practice area, and other business and organizational needs. In addition, Chartis offers several benefits including medical, dental, vision, HSA, FSA, disability insurance, life insurance, 401(k) match, paid time off, wellness stipend, and additional voluntary benefits.

At Chartis, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.