Offer summary

Qualifications:

Minimum of 3 years experience in Accounts Receivable, with at least 2 years in Cash Application and Reconciliation., Proficiency with tools like Tesorio, Zendesk, Salesforce, NetSuite, Stripe, and Bill.com., Strong communication skills in English, both written and verbal., Attention to detail, problem-solving skills, and ability to work in fast-paced environments..

Key responsibilities:

Manage cash application processes and ensure timely payment posting.

Handle billing inquiries and support tickets, resolving issues promptly.

Reconcile customer accounts and bank statements, correcting discrepancies.

Collaborate with cross-functional teams to improve AR processes and support ad hoc projects.

Job description

As a Finance Support Specialist at Vanta, you will play a key role in supporting the efficiency of our Accounts Receivable operations. Your core responsibilities will include managing cash application processes, reconciling customer accounts and bank statements, handling billing inquiries via our support ticketing system, and contributing to process improvements across the AR function.

This position requires strong attention to detail, excellent communication skills, and a proactive, problem-solving mindset. You’ll collaborate with cross-functional teams and provide direct support to customers, helping to ensure a smooth and scalable financial operation that supports Vanta’s rapid growth.

You’ll report to the Accounts Receivable Manager and be a valuable member of our growing Finance team.

Health Insurance/HMO
Enjoy unlimited MadMax Coffee
Diverse learning & growth opportunities
Accessible Cloud HR platform (Sprout)
Above standard leaves

Accurately process incoming payments and ensure timely application to customer accounts
Manage the customer-facing finance support ticketing system, resolving billing and payment inquiries within defined SLAs
Collaborate with Sales, Customer Success, and external customers to resolve account-related issues and maintain strong relationships
Reconcile customer accounts and bank statements, identifying and correcting discrepancies
Maintain detailed documentation of all finance support and AR activities
Assist the Accounts Receivable team by securing and processing remittance details
Provide excellent customer service while adhering to internal policies and procedures
Contribute to system and process improvements across Accounts Receivable and Cash Application workflows
Identify process gaps and collaborate with internal stakeholders to implement creative and scalable solutions, including automation opportunities
Support ad hoc accounting and finance projects as assigned
Serve as backup for other AR team functions when needed

3+ years of experience in an Accounts Receivable role, with at least 2 years focused on Cash Application and Account Reconciliation (SaaS experience preferred)
Experience with tools such as Tesorio, Zendesk, Salesforce, NetSuite (or other ERPs), Stripe, and Bill.com
Excellent organizational, problem-solving, and time management skills
Strong English communication skills, both written and verbal, with a customer-first approach
Comfortable working in high-volume, fast-paced environments
Adaptable to change and able to work within evolving processes and structures
High attention to detail and the ability to manage competing priorities
Experience working U.S. core business hours
Positive attitude, team-oriented mindset, and a passion for continuous improvement

Required profile