A/R & Billings Specialist

About PureFacts Financial Solutions

PureFacts is a revenue performance software company serving wealth management, asset management, and asset servicing firms. We help financial institutions protect, optimize, and grow revenue through a connected platform spanning pricing, billing, compensation, reporting, and transparency. By unifying fragmented data and workflows into a trusted revenue foundation, we help clients improve accuracy, strengthen governance, reduce manual effort, and unlock new growth opportunities.

At PureFacts, we are building an AI-native platform and company. We embed AI, intelligent automation, and agentic workflows across our products and operations to detect anomalies, surface insights, streamline repetitive work, and support faster, better decision-making. In a highly regulated industry, we believe AI must be practical, governed, and auditable—amplifying human expertise while helping our teams and clients focus on higher-value, strategic work.

About the role

The  AR and Billings Specialist owns the accuracy, integrity and scalability of PureFacts’ billing and revenue processes. This role is accountable for translating SaaS and professional services contracts into accurate invoices, maintaining billing models and schedules, supporting revenue reporting, and partnering cross‑functionally to ensure revenue is recognized, billed, and collected correctly.

This role is ideal for someone who is detail-oriented, highly organized, and comfortable analyzing complex billing structures, particularly in a fast-paced SaaS or environment.

Key Responsibilities

The AR and Billings Specialist owns the accuracy, integrity and scalability of PureFacts’ billing and revenue processes. This role is accountable for translating SaaS and professional services contracts into accurate invoices, maintaining billing models and schedules, supporting revenue reporting, and partnering cross-functionally to ensure revenue is recognized, billed, and collected correctly.

This role is ideal for someone who is detail-oriented, highly organized, and comfortable analyzing complex billing structures, particularly in a fast-paced SaaS or environment.

Key Responsibilities:

Revenue & Billing Analysis

· Own billing models, pricing structures, and invoicing logic across SaaS subscriptions and professional services.

· Serve as the billing subject-matter expert for contract changes, renewals, and amendments.

· Ensure billing accuracy supports revenue recognition, deferred revenue, and forecasting.

· Partner with Finance leadership on revenue quality, audit readiness and scale

Accounts Receivable Operations

· Prepare, issue, and maintain accurate client invoices (SaaS subscriptions, professional services, and multi-entity billing).

· Oversee collections strategy in partnership with Finance, ensuring timely cash conversion while maintaining strong client relationships.

· Apply customer payments accurately and reconcile accounts regularly.

Reporting & Controls

· Prepare AR aging reports, collection forecasts, month-end journal entries, and reconciliations.

· Ensure compliance with internal controls, accounting policies, and audit requirements.

· Assist in financial reporting related to AR, deferred revenue, and cash collections.

System and Process Enhancements

· Act as a key contributor to ERP and billing system design, process automation, and data integrity.

· Identify and help implement process improvements that reduce manual effort, improve billing accuracy and support scalability and auditability.

· Drive improvements that support scalability, auditability, and reduced manual intervention.

Qualifications:

Required

· 5+ years of experience in billing, revenue operations, or contract-based invoicing within a SaaS environment

· Experience interpreting SaaS contracts, pricing schedules, and usage-based billing.

· Exposure to revenue reporting, deferred revenue analysis, or revenue forecasting support.

· Comfort partnering with Sales, Client Success and FP&A on revenue-impacting decisions.

· Excellent attention to detail, communication skills, and ability to manage competing priorities.

· Proven track record of working with cross-functional teams.

Preferred

· Experience with Netsuite and Salesforce

· Familiarity with expense management tools (e.g., Concur, Expensify).

· Familiarity with multi-entity or multi-currency environments.

· Understanding of ASC 606, revenue recognition, or contract-based billing.

· Analytical mindset with the ability to interpret financial data and trends.

· Experience supporting automation, workflow optimization, invoice processing tools, or system testing.