[Remote] Customer Finance Specialist at Procurify

Canada

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Procurement, FinanceIndustries

Requirements

Strong sense of curiosity and initiative, with enjoyment in understanding how systems connect and continuously improving processes
Openness to learning and applying new technologies, including AI tools, to enhance accuracy, efficiency, and insights in financial operations
High attention to detail and organizational skills, ensuring accuracy across invoicing, collections, and reporting activities
Ability to communicate clearly and professionally with both internal teams and customers
Proactive, solutions-oriented approach, taking ownership of tasks and following through with consistency
Comfort working in spreadsheets (Excel or Google Sheets) and interest in learning accounting or CRM systems (e.g., Sage, QuickBooks, Salesforce, or similar)
Bachelor’s degree in Accounting, Finance, Business, or a related field (preferred but not required)
Desire to grow within a fast-paced, collaborative team that values innovation, accountability, and continuous improvement
Maintains a professional and current LinkedIn profile, updated upon joining to reflect the new role and maintain consistent company presence
Outgoing, detail-oriented, and initiative-taking personality passionate about end-to-end customer experience
Team player skilled at building relationships internally and externally, advocating for customers, with an entrepreneurial mindset willing to challenge the status quo

Responsibilities

Own and maintain accurate, up-to-date customer account records across all financial systems, ensuring timely and error-free invoicing
Review customer contracts and billing terms to ensure invoices are generated in compliance with agreed-upon terms and company policies
Drive proactive collection efforts, conducting professional and timely follow-ups on overdue accounts to optimize cash flow and reduce aging balances
Act as a primary point of contact for customer billing inquiries, delivering clear, professional, and timely support to enhance the customer experience
Prepare, analyze, and present AR and cash collection reports to Finance and Leadership teams, highlighting trends, risks, and opportunities for improvement
Collaborate cross-functionally with Sales, Customer Success, and Revenue Operations to resolve outstanding billing or payment issues and strengthen the end-to-end receivables process
Support month-end close activities, including account reconciliations, revenue validations, and reporting deliverables
Contribute to continuous process improvement initiatives, identifying and implementing opportunities to streamline workflows and enhance financial accuracy in a fast-paced, scaling environment

Skills

Invoicing

Accounts Receivable

Cash Collections

Billing Compliance

AR Reporting

Month-End Close

Contract Review

Financial Systems

Automation

Customer Support

Procurify

Cloud-based spend management platform for organizations

About Procurify

Procurify provides a cloud-based spend management platform designed to help organizations manage their purchasing processes and control expenses. The platform offers tools for budgeting, approval workflows, and expense tracking, allowing businesses to gain real-time visibility into their financial operations. It primarily serves mid-sized to large enterprises across various industries, including technology, education, healthcare, and non-profits. Unlike many competitors, Procurify emphasizes a user-friendly interface and comprehensive support, making it easier for clients to adopt and utilize the software effectively. The company's goal is to help organizations align their spending with their core values and business objectives, ensuring they can make informed financial decisions.

Vancouver, CanadaHeadquarters

2013Year Founded

$85.9MTotal Funding

DEBTCompany Stage

Enterprise Software, FintechIndustries

51-200Employees

Benefits

Flexible Work Hours

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Stock Options

Risks

Leadership transition to Chad Gaydos may lead to strategic shifts.

Integrating AI solutions could face implementation delays or customer dissatisfaction.

Increased fintech competition may impact Procurify's market share.

Differentiation

Procurify offers a user-friendly interface for mid-sized to large enterprises.

The platform provides real-time visibility into financial operations.

Procurify's SaaS model allows flexible subscription options for various business needs.

Upsides

Procurify secured $20M for AP product development and market expansion.

Growing demand for AI-driven accounts payable solutions benefits Procurify.

Embedded analytics trend enhances decision-making, aligning with Procurify's offerings.

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