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The Accounts Receivable Specialist will manage invoicing, accounts receivable aging, payment discrepancies, and assist with financial reports while collaborating with various teams.
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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
SoFi is seeking an Accounts Receivable Specialist to join our Accounting team and report to one of our Senior Revenue Managers.
Join Our Mission: As an Accounts Receivable Specialist, you'll be a vital part of SoFi's receivables and collection team, collaborating with multiple dynamic teams and contributing to the daily, weekly, and monthly operations of accounts receivables.
What you’ll do:
- Drive accurate and timely invoicing on a monthly basis.
- Ensure the integrity of accounts receivable aging reports and collaborate with business partners on outstanding balances
- Monitoring payments receipts, ensuring payments are applied correctly, and addressing any discrepancies
- Support the monthly and quarterly close process such as preparing journal entries
- Handle customer set up and any billing or payment inquiries
- Collaborate with key cross-functional partners in Finance, Operations, and Business Systems to optimize invoicing and collection processes
- Assist in ad-hoc analyses and projects for Accounts Receivable KPIs, providing the accounting team and other key stakeholders with valuable insights
What you’ll need:
- Understanding of basic principles of finance, accounting, and bookkeeping
- 2-3+ years of professional experience in accounts receivable or similar accounting/bookkeeping experiences
- Excellent communication and customer service skills, with the ability to work both independently and in a team environment
- Microsoft Excel skills and the ability to analyze data sets
Nice to have:
- Experience with WorkDay or other large financial systems
- Experience in managing process improvement
- Associates degree or equivalent
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Top Skills
Excel
Workday
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