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Senior Customer Finance Analyst

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Prompt

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Location:

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Category:
Finance

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Contract Type:
Not provided

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Salary:

31.25 - 33.65 USD / Hour
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Job 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.

Job Responsibility:

  • 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
  • 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 softwares such as HubSpot, SpotDraft, etc
  • 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
  • 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

Requirements:

  • 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
What we offer:
  • 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

Additional Information:

Job Posted:
February 21, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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