About us @Symphony

We’ve spent the last 10 years building a communication and markets technology company, powered by interconnected platforms: messaging, voice, directory and analytics.  Over 1000 institutions use our modular technology built for global finance. Security is in our DNA with uncompromising data protection, end-to-end encryption and resilient architecture, all created on a foundation of trust with our customers.

But that was only chapter one. We’re now building on our purpose-built network, expanding AI-powered, real-time collaboration, redefining flexibility with fully cloud-native software with our trader voice product, and rethinking the industry’s approach to identity verification, connection and intelligence.

The opportunity and our ambition are huge. But we need passionate, dedicated individuals to get there. At Symphony we work hard and fast. Our unique blend of technology and financial services makes it an environment you won't get elsewhere.

Symphony is seeking a Senior Financial Operations and Revenue Specialist to act as a functional specialist and key contributor within the Finance team, driving operational excellence and technical accounting integrity. The role requires the application of in-depth professional knowledge, acumen, concepts, and company and industry knowledge to resolve complex issues across full-cycle Accounts Receivable, revenue recognition, and billing systems.

This role will be accountable for delivering outcomes in a team environment, focusing on developing new concepts and techniques to drive operational efficiency and an improved internal and external user experience. 

Key Responsibilities

Strategic Billing and System Enhancement

• Drive operational efficiency by leading the development, enhancement, and strategic optimization of the automated billing system, specifically within NetSuite.
• Develops new concepts and techniques to streamline workflows and improve processes related to customer invoicing, data management, and the overall billing infrastructure.
• Serve as a technical expert and key contributor on complex projects supporting the management team, utilizing detailed analytical skills and advanced data analysis techniques, including PivotTables and VLOOKUPs, to support data accuracy and reporting.
• Maintain a stance of continued improvement by being proactive, coming with proposals, recommendations, and observations regarding billing operations and systems.

Technical Revenue Accounting and Close

• Prepare and reconcile revenue-related journal entries, maintain, and update revenue schedules, deferrals, and accruals to support an accurate month-end close.
• Support monthly revenue reporting and analysis, identifying opportunities to improve revenue accuracy and growth.
• Exercise expert judgment in selecting methods and evaluation criteria to verify signed contracts by reconciling them with Salesforce records to ensure the accuracy of annual recurring revenue (ARR).

Accounts Receivable Management and Guidance

• Oversee and execute the end-to-end customer invoicing process, preparing and processing comprehensive monthly invoices encompassing user licensing, professional services, and hardware billing.
• Oversee and manage full cycle Accounts Receivable, including daily cash application and reconciliation between the bank and NetSuite.
• Manage the AR aging process for account managers to ensure critical visibility into collections and timely payment processing.
• Delivers exceptional support to both internal teams and external customers through proactive management of the Billing inbox and timely resolution of complex billing questions and issues.

Collaboration and Compliance

• Build strategic relationships with key internal contacts, including the Sales Operations team and Sales Account Managers.
• Communicate with peers persuasively to gain cooperation and ensure customer accounts and invoicing are set up accurately and discrepancies are resolved promptly.
• Lead efforts to assist with internal and external annual audits by providing timely and accurate documentation.

Desired Skills and Experience

The ideal candidate possesses the strategic perspective and deep professional acumen +necessary to elevate the Finance function:

• Advanced professional acumen and proven ability to apply in-depth professional knowledge and accounting principles to resolve complex issues.
• Minimum of 4+ years of progressive experience in specialized billing, Accounts Receivable, or finance within a SaaS or subscription-based environment.
• Bachelor’s degree or equivalent in Accounting, Finance, or a related field (or equivalent UK qualification, e.g., ACCA/CIMA part-qualified) is desired.
• Demonstrated expertise in analytical thinking, organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
• Advanced proficiency in Microsoft Excel, including strong experience with data analysis techniques such as PivotTables, VLOOKUPs, filtering, and indexing.
• Required experience with ERP or billing systems (NetSuite preferred) and CRM systems (Salesforce).

Compensation:

• Competitive salary
• Bonus Plan
• Benefits and Perks vary based on location.

Benefits and Perks:

• Regional specific competitive benefits
• Build your own Benefits (BYOB) perk
• Many other fun and exciting benefits and activities!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.