Associate FinOps Specialist

2 months ago


Remote, Oregon, United States Petvisor Full time

About the role
As a Finance Operations Specialist, you will support Finance functions, working in Salesforce, Zuora, and other integrated financial tools. You will be the primary contact person for our Quote-to-Cash process, processing accurate orders and amendments. In tandem, you will maintain the monthly ARR reporting for accuracy, researching discrepancies and errors. You will work closely with internal sales, support users, and cross-functional teams on various financial projects.

Apply if you're excited to:

  • Follow our opportunity closing process to generate and review orders accurately and on time. Ensure all billing information is complete and up to date, including pricing, products, and addresses
  • Act as the primary point of contact for Sales and Customer Success regarding order inquiries. Address and resolve internal concerns and questions promptly and professionally, and provide user support, training, and administration
  • Collaborate with stakeholders to document and enhance current order systems processes
  • Learn and optimize SaaS reporting metrics for ARR and continuously reconcile monthly ARR data by investigating discrepancies from Salesforce
  • Perform manual billing operations as needed
  • Contribute to month-end billing tasks
  • Participate in ad-hoc data projects to maintain data integrity and accuracy in our billing system
  • Assist with monthly consolidated billing for our corporate partners and build trusting relationships with them
  • Assist Controller in semi-annual audit needs
  • Cross-train in billing and collections aspect of the team, with the ability to handle most general customer billing questions

About You

  • 2-3 years of relevant experience in SaaS billing, support, or a related field
  • Salesforce experience is required
  • Comfortable working in quote to cash systems and capable of operating within Zuora, Salesforce, Excel, Stripe, Avalara, and other integrated financial tools
  • Ability to execute repetitive tasks with the utmost attention to detail
  • Strong analytical and problem-solving skills and an investigative mindset to uncover issues with account and order history
  • Excellent written, verbal, and interpersonal communication skills, along with the ability to effectively communicate across cross-functional teams
  • Must be able to manage multiple priorities and complex tasks while maintaining strong attention to detail
  • Flexible with time during month end to ensure all deals are approved
  • Zuora experience is nice to have but is not required

Benefits & Perks

  • Medical coverage for employees and dependents (80-90% covered by employer)
  • Employer HSA contribution with HDHP
  • 401(k) match up to 3.5%
  • Dependent Care Flexible Spending Account (FSA)
  • Dental & Vision coverage available
  • Basic Life and AD&D Insurance
  • Short and Long Term Disability
  • Flexible Time Off & 13 Paid Annual Holidays
  • Paid Parental Leave
  • Pawternity Leave, Financial Pet Adoption Support & Subsidized Pet Insurance
  • $250 Annual Stipend for Learning and Development


Base rate per hour worked


Hourly Pay

$26—$30 USD



Petvisor is the parent company of a family of brands that includes PetDesk, Vetstoria, WhiskerCloud, Kontak, and Petvisor equips veterinary practices and pet services businesses with a suite of mobile-enabled tools, facilitating better communication, service, and client retention. The company's innovative approach supports over 10,000 veterinary clinics, 400 grooming facilities, and over 20 million pet parents globally.

We are an equal opportunity and strive for a culture where everyone feels empowered to celebrate their whole, authentic selves at work. We encourage varied approaches and points of view to cultivate an inclusive workplace where difference is valued. Diversity fuels innovation and strengthens our bond with our customers and the communities we serve.

Our recruiting process is rooted in "Who: The A Method of Hiring" and consists of an average 2-week hiring timeline. This standardized interview process allows candidates to answer the same questions, experience the same process, and ensure a fair performance review from multiple perspectives.

Please, no external recruiters—candidate profiles submitted from external recruiting agencies will not be considered.

Notice at Collection to Applicants Residing in California
Depending on your location, the California Consumer Privacy Act (CCPA) may regulate how we manage job applicants' data. Our full notice outlining how your data will be processed as part of the application procedure for application locations is available at this link. By submitting your application, you agree to our use and processing of your data as required.



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