Job description
Ready to join a fast-growing and category-leading SaaS company? Do you get excited about delivering high-value, frequently used features to users who rely on your products to execute their jobs daily? If yes, then keep reading!
PerformYard is a profitable, growth-stage B2B SaaS company transforming how organizations manage and measure employee performance. Our AI-enabled platform is widely adopted for its customizable performance processes, ease of use, and measurable business impact. As we scale, PerformYard has significant opportunities to accelerate growth by deepening our partnership ecosystem, expanding into adjacent talent modules, and strengthening the financial strategy that underpins our next phase of expansion.
As we launch our second product, our accounting function is taking on more transaction volume and more billing complexity. This role owns the daily accounting cycle and the billing inbox, freeing up senior finance time for analysis, forecasting, and reporting.
You'll report to the Finance Manager and work closely with Sales Operations and Customer Success.
This is a 100% remote position- now & forever
Requirements
What you’ll do:
Order to cash
Support the full order-to-cash cycle, from closed-won deal through cash collection and revenue recording
Review signed orders for billing accuracy — pricing, terms, billing schedule, and start dates — before invoicing
Reconcile order-to-cash data between DealHub (CPQ), the CRM, and the ERP, and investigate discrepancies at the source rather than patching them downstream
Process contract changes, amendments, upgrades, and cancellations through to billing and deferred revenue
Flag patterns that cause repeat billing problems and help fix the upstream process
Billing and customer support
Own the billing inbox as first responder — invoice questions, PO and remittance requests, disputes, W-9s, and vendor portal submissions
Triage what you can resolve directly and escalate what needs contract or pricing input, with clear notes on what you've already checked
Track open billing issues to resolution rather than letting threads go quiet
Coordinate with customer success on accounts where a billing question is really a renewal or contract question
Accounts receivable
Generate and send invoices; apply cash receipts
Run collections outreach and maintain AR aging
Close and general accounting
Prepare journal entries, accruals, prepaids, and account reconciliations for monthly close
Maintain schedules and supporting documentation for audit and diligence
Support sales tax filings and other routine compliance reporting
Help build and improve close checklists and process documentation as we scale
What you’ll bring:
2–3 years of accounting experience; SaaS or subscription billing a strong plus
Familiarity with ASC 606 revenue recognition concepts
Bachelor's in accounting or finance
Solid grasp of accrual accounting and month-end close mechanics
Experience owning a shared inbox or high-volume customer-facing queue
Strong, professional written communication
Track record of working effectively in a remote or distributed team, with the self-direction to hit close deadlines without in-person oversight
Strong Excel or Google Sheets skills: lookups, pivots, reconciling large data sets
Experience with a cloud ERP (NetSuite, Sage Intacct, QuickBooks) and comfort learning new systems
Reliable home internet and a workspace suitable for handling confidential financial information
Bonus Points:
CPA-track coursework
Experience through an ERP implementation or migration
Exposure to CPQ or billing automation tooling
Benefits
In addition to your compensation plan we also have medical, dental, and vision health insurance benefits w/ HSA plan, disability insurance, 401k plan, generous PTO, paid holidays and other benefits.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.