ROLE OVERVIEW
PRIMARY RESPONSIBILITIES
- Process, apply, and reconcile subscriber payments received through check, ACH, and online payment platforms, ensuring accurate and complete records across systems.
- Research and resolve payment, billing, and account discrepancies in partnership with Revenue Operations and other internal stakeholders.
- Prepare recurring, month-end, and ad hoc financial reporting to support Accounting and Revenue Operations.
- Perform bank reconciliations and revenue-related balance sheet and general ledger account reconciliations.
- Maintain organized supporting documentation and clear audit trails for recurring accounting activities.
- Assist with month-end close activities related to revenue, cash, payments, and account reconciliations.
- Identify opportunities to improve payment processing, reconciliations, reporting, and other recurring operational processes through documentation, data analysis, and automation.
- Support the development and maintenance of standard operating procedures and process documentation.
- Partner cross-functionally to improve data quality, process consistency, and financial reporting accuracy.
REQUIRED COMPETENCIES
- 1–3 years of experience in accounting, finance, revenue operations, financial operations, or a similar analytical role.
- Strong proficiency in Microsoft Excel, including PivotTables, lookup functions, data validation, and working with large data sets.
- Experience working with financial, payment, accounting, or operational systems.
- General understanding of accounting principles, reconciliations, and financial terminology.
- Strong analytical and problem-solving skills, with the ability to investigate discrepancies and identify root causes.
- Exceptional attention to detail and a commitment to maintaining accurate financial records.
- Strong organizational and time-management skills, with the ability to manage multiple recurring deadlines and high-volume processes.
- Ability to communicate clearly and professionally with both internal teams and external customers or partners.
- Proactive, process-oriented mindset with an interest in continuous improvement and automation.
- Ability to work both independently and collaboratively in a fast-paced, evolving environment.
- Strong analytical and problem-solving skills, with the ability to communicate effectively with both internal teams and customers.
- Highly detail- and process-oriented, with the ability to manage multiple recurring deadlines and maintain accuracy in repetitive, high-volume processes.
PREFERRED COMPETENCIES
- Experience with payment processing and reconciliations
- Experience working with Stripe, Sage Intacct, or other ERPs, and CRM software such as Salesforce or HubSpot.
- Experience with payment processing, cash application, bank reconciliations, or revenue account reconciliations.
- Experience supporting month-end close or recurring financial reporting processes.
- Experience identifying or implementing process improvements and automation.
- Experience within renewable energy, community solar, subscription-based businesses, or other high-volume billing environments is a plus.
COMPENSATION & BENEFITS
The base salary range for this position is $85,0000-$95,000 depending on relevant experience, along with eligibility for the company’s substantial bonus plan, with a target bonus of 30% of annual salary (prorated in first year based on start date).
Pivot Energy provides great work experience for all employees, placing an emphasis on company culture, and a focus on our people. To that end, Pivot offers an outstanding benefits package that includes:
- Excellent health/dental/vision insurance benefits with up to 100% of premiums covered by the company
- Four weeks of vacation (prorated in first year)
- Company-paid life insurance and short- & long-term disability coverage
- Generous parental leave
- 401(k) matching
- Home office setup stipend for new employees
- Public transit reimbursement
- PTO for volunteering in the community
- Charitable donation matching up to $500/year
- Professional development and educational reimbursements