Overview:
phData is seeking a highly skilled and detail-oriented person to be an integral part of the Finance team and will focus on three areas: Billing, LATAM Payroll and Accounting, and Accounts Payable.
This is a unique position that will support both our US and local Uruguay entities. You will work closely with our US-based Finance team supporting US Accounts Receivable and Accounts Payable processes and transitioning the LATAM entity’s payroll and accounting in-house.
The Billing & Accounting Specialist is responsible for our invoicing and collections processing and will also manage our local Uruguay entity’s accounting and payroll. In addition, other hands-on duties will include accounts payable processing, spend management, and local process development.
Responsibilities:
Billing - US (50%)
- Prepare and submit invoices for billable projects and marketing events
- Effectively communicate with Project Managers (PMs) and Account Executives (AEs) regarding contract documents, purchase orders, change orders, approvals, and any requests related to billing.
- Work with manager to resolve customer and PM billing inquiries
- Follow up with customers on outstanding accounts receivable
- Reporting accounts receivable aging and collection notes to executive management
- Reconcile general ledger with invoicing system (Kantata)
- Record daily cash receipts
LATAM Payroll and Accounting (40%)
- Prepare and run local monthly payroll
- Manage expense reimbursement process
- Process and pay local vendor invoices
- Reconcile monthly bank statements
- Prepare monthly reporting package for US finance team
- Assist US finance team with local US GAAP adjustments and yearly financial audit.
- Migrate local books from outsourced accounting service to internal accounting software
- Manage any tax reporting and other local reporting requirements
- Partner with Uruguay counsel to ensure statutory compliance
Accounts Payable - US (10%)
- Review, process and obtain approval for vendor invoices
- Record payments into US general ledger
- Manage vendor records with up to date information
- Assist with year-end US Form 1099 process
Qualifications:
- An Associate’s degree or Bachelor’s degree in a relevant field will be considered a plus.
- Experience with A/R, A/P, Invoicing, Reconciling, Internal Controls and/or General Accounting
- At least one year of prior payroll processing experience. Experience with a professional services firm is a plus.
- At least one year of prior experience in billing and collections. Experience with Mavenlink or other billing and time-tracking software is a plus.
- Experience with customer invoicing portals such as Ariba, Coupa
- Experience with Quickbooks or other accounting software
- Experience in Google Sheets (or Microsoft Excel) and overall Google Suite exposure
Desired Skills - Technical & Personal:
- Strong computational ability and attention to detail
- Strong organizational and time management skills, with experience in managing payroll deadlines and a consistent schedule
- Ability to work efficiently and independently, prioritize job responsibilities
- Proactive approach to work and taking appropriate action without waiting
- High-level proficiency with spreadsheets (Excel and Google Sheets)
- Ability to work in a team environment
Why phData? We offer:
- Remote-First Work Environment
- Casual, award-winning small-business work environment
- Collaborative culture that prizes autonomy, creativity, and transparency
- Competitive comp, excellent benefits, generous PTO plan plus 10 Holidays (and other cool perks)
- Accelerated learning and professional development through advanced training and certifications
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