Accounts Receivable Specialist

Dynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years, the Dynamo platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo's 1,000+ clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world – Blackstone Growth and Francisco Partners, Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.

Role Overview: We're looking for an Accounts Receivable Specialist who thrives in a fast-moving environment and enjoys solving problems, working directly with clients, and keeping things running smoothly behind the scenes. In this role, you'll help maximize collection efforts, resolve billing questions, and keep our AR process organized and on track. You'll join a collaborative Finance Team, report to the Financial Controller, and have the opportunity to grow your skills across billing, collections, and financial operations. 

What You'll Do (Day-to-Day): 

• Communicate with internal teams and customers via email and phone to resolve billing questions and follow up on outstanding accounts

• Review AR aging reports, identify delinquent accounts, and own follow-up actions

• Research discrepancies and process credits, adjustments, and corrections as needed

• Prepare and present weekly aging summaries and insights

• Monitor billing activity and manage the shared billing inbox (Zendesk preferred but not required)

• Escalate complex or unresponsive accounts when additional support is needed

• Support contract reviews and enter contract data into the billing system

• Jump in on special projects that streamline processes and improve the billing experience

Your First Few Months:

During your first few months, you'll get hands-on experience with our tools, workflows, and customer portfolio. You will:

• Learn our billing and AR systems (Intacct, Zendesk) and observe our processes in action

• Start owning smaller pieces of the AR portfolio and supporting aging reports

• Build confidence communicating directly with clients about past-due accounts

• Take ownership of billing inbox responsibilities and weekly updates

• Partner with the Billing & AR Manager on contract reviews and data entry

• Establish relationships with Customer Success, Sales, and other internal teams

• Identify and suggest improvements to help us streamline workflows and enhance accuracy

What You Bring: 

• Bachelor's degree in Finance, Accounting, or related field

• 2+ years of experience in Finance or Accounts Receivable

• Strong communication skills and a customer-first mindset

• Ability to work in a fast-paced environment and meet monthly deadlines

• Proficiency in Excel and Outlook; Intacct experience is a plus

• Strong attention to detail, analytical skills, and problem-solving ability

What We Offer:

• The ability to have an IMPACT.   Good ideas come from everybody in our organization. We are agile enough to embrace new ideas and new directions.
• A very attractive work culture in an established technology company. We take pride in our work and people.
• A competitive base salary, performance bonus, 401k matching, & excellent benefits.
• The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.
  

At Dynamo Software, we're committed to fair and competitive pay practices. The listed range represents the base salary for this role, with final pay determined by experience and qualifications. In addition, employees are eligible for our performance-based bonus program. Base Salary Range: $60,000-80,000

Dynamo Software, Inc. is an equal opportunity employer. All employment decisions and personnel actions at the Company are administered without regard to race, color, religion, creed, national origin, ancestry, sex, age, qualified mental or physical disability, sexual orientation, gender identity, genetic carrier status, any veteran status, any military service, any application for any military service, or any other category or class protected by federal, state or local laws.  All employment decisions and personnel actions, such as hiring, promotion, compensation, benefits, and termination, are and will continue to be administered in accordance with, and to further the principle of, equal employment opportunity.