Accounting Associate (Santa Clara, CA)

We are a growth stage company that creates software solutions combining lean principles, predictive and prescriptive analytics, and machine learning to transform hospital and infusion center operations. More than 180 health systems and over 1,000 hospitals and centers across 49 states rely on our award-winning products to increase patient access, decrease wait times, and reduce healthcare delivery costs. We have raised more than $300 million from top-tier investors such as Bain Capital, Insight Partners, and Goldman Sachs. We have been named among the top 100 AI companies in the world.

We are seeking a detail-oriented and experienced Revenue Accounting Sr Analyst / Associate to join our Finance team at LeanTaaS. The Revenue Accounting Sr Analyst / Associate will be responsible for managing the invoicing process, monitoring accounts receivable, and facilitating collections efforts. Proficiency in NetSuite is required for this role.

The role requires availability for in-person meetings at our Santa Clara office as necessary. We are "flexibility-first" company, meaning there are no fixed office days.

WHAT YOU’LL DO

• Generate and issue accurate and timely customer invoices using NetSuite accounting software
• Maintain up-to-date billing records and customer accounts receivable balances
• Monitor accounts receivable aging reports and follow up on past due invoices
• Coordinate with Sales and Customer Success teams to resolve billing discrepancies and customer inquiries
• Collaborate with internal stakeholders to ensure proper revenue recognition and accounting treatment
• Prepare and distribute monthly statements to customers and reconcile accounts as needed
• Assist with cash application and reconciliation of customer payments in NetSuite
• Support the collections process by communicating with customers regarding outstanding balances and payment arrangements
• Provide regular updates and reports on accounts receivable metrics and aging trends to management

WHAT YOU’LL BRING

• Bachelor's degree in Accounting, Finance, Business Administration, or related field
• 2+ years of experience in revenue accounting, accounts receivable, invoicing, or related finance roles
• Proficiency in NetSuite or similar accounting software is required
• Strong understanding of accounting principles and practices related to accounts receivable
• Excellent communication and interpersonal skills with the ability to interact effectively with customers and internal teams
• Detail-oriented with strong organizational and time management skills
• Ability to work independently and prioritize tasks in a fast-paced environment
• Experience with collections and customer relationship management is a plus

WHAT YOU'LL GET

• Intellectual and emotional satisfaction of solving tough operational problems in healthcare while improving patient access and saving lives!
• Competitive compensation package that includes base salary, annual bonus, and stock options
• 401(k) Match
• Comprehensive healthcare benefits
• Generous Paid Time Off and Parental Leave
• Monthly reimbursement for Skill Building 
• Monthly reimbursement for Wellness, Transportation, and/or Home Office
• Education Reimbursement for select courses/programs

Vaccination policy

We have an obligation to protect our employees, our customers, and the patients of our customers. Therefore vaccination is required to work from the office, attend in-person company events, or to travel on behalf of the company.

Candidates must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

LeanTaaS is an equal opportunity employer committed to promoting an inclusive work environment free of discrimination and harassment. We value diversity, inclusion, and aim to provide a sense of belonging for everyone. All qualified applicants for employment will be considered without regard to race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. If you require assistance during the application process, please reach out to [email protected]. LeanTaaS will reasonably accommodate qualified individuals with disabilities to the extent required by applicable law.

Please note: LeanTaaS is not accepting agency resumes at this time, and we are not responsible for any fees related to unsolicited resumes. Thank you.