[Hiring] Senior Customer Finance Analyst @Prompt

Role Description

As a Senior Customer Finance Analyst at Prompt, you will be a key driver of scalability within our finance department. Reporting to the Customer Finance Lead, you will go beyond day-to-day transaction management to lead process optimization and automation initiatives. You will act as a subject matter expert, using your high attention to detail and analytical mindset to solve complex billing logic issues and ensure our financial operations are built for rapid growth.

Key Responsibilities:

• Revenue Operations & Advanced Invoicing:
  • Oversee the end-to-end invoicing lifecycle, ensuring 100% accuracy in complex billing cycles and compliance with bespoke customer agreements.
  • Identify bottlenecks in the billing workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks.
  • Perform root-cause analysis on recurring billing discrepancies and implement permanent process fixes while communicating with leadership on the context of the issues.
• Scalable Customer Onboarding:
  • Audit and validate customer agreements to ensure financial data integrity before account creation.
  • Create customer accounts and process sensitive financial data accurately.
  • Identify bottlenecks in the customer creation workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks and other software such as HubSpot, SpotDraft, etc.
• Strategic Customer Support & Problem Solving:
  • Manage high-priority or complex customer financial inquiries, translating technical issues into clear, professional communication.
  • Collaborate cross-functionally with multiple departments to resolve structural billing hurdles for clients.
• Systems & Data Management:
  • Maintain the integrity of the customer master data, ensuring clean reporting for Senior Management.
  • Support the Customer Finance Lead in ad-hoc projects, including ERP migrations, system integrations (AP/AR tools), and the creation of standardized training documentation for future team growth.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in Accounts Receivable, Billing, or Revenue Operations (senior-level ownership expected).
• Advanced proficiency in NetSuite and QuickBooks.
• Expert Excel/Google Sheets skills - must be comfortable with complex formulas, pivot tables, and data modeling to identify trends or errors.
• A proven track record of taking a manual process and developing as well as executing a better process through automation or workflow redesign.
• An obsession with accuracy; you are the person who catches the $0.01 discrepancy before it becomes a client issue.
• Ability to distill complex financial data into actionable insights for stakeholders and senior leadership.

Benefits

• Competitive salaries
• Remote/hybrid flexibility
• Potential equity for outstanding performance
• Flexible PTO
• Company-wide sponsored lunches
• Company-paid disability and life insurance
• Family and medical leave
• Medical, dental, and vision insurance
• Discounted pet insurance
• FSA/DCA and commuter benefits
• 401(k)
• Complimentary subscription to digital fitness classes and wellness content
• Recovery suite at HQ with cold plunge, sauna, and shower