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TrueFan AI

Senior Manager - F&A

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Description

We are looking for a proactive and detail-oriented Finance and Accounts professional to join our growing B2B SaaS organization. The ideal candidate will have hands-on experience managing customer invoicing, Accounts Receivable (AR), collections, and receivables reconciliation, while also leading a small finance team. This is a hands-on role that requires strong ownership, excellent stakeholder management, and the ability to collaborate with cross-functional teams to ensure timely billing and collections.


Responsibilities:

  • Lead and mentor the Finance and Accounts team, ensuring accuracy, efficiency, and adherence to processes.
  • Generate and manage manual customer invoices for B2B SaaS clients.
  • Own the end-to-end Accounts Receivable (AR) process, including invoice tracking, customer reconciliations, collections, and aging analysis.
  • Proactively follow up with clients via email and phone to ensure timely payment of outstanding invoices.
  • Coordinate with Sales, Customer Success, and Operations teams to resolve billing discrepancies and customer payment queries.
  • Monitor receivables, identify collection risks, and drive timely resolution of overdue accounts.
  • Reconcile customer accounts and ensure accurate recording of receipts.
  • Prepare periodic MIS reports on invoicing, collections, receivables aging, and cash flow.
  • Support month-end and year-end financial closing activities related to revenue and receivables.
  • Identify opportunities to streamline invoicing and collection processes while maintaining strong financial controls.
  • Ensure compliance with company policies, accounting standards, and internal controls.


Requirements:

  • Bachelor's degree in commerce, finance, accounting, or a related discipline (CA Inter, M. Com, or MBA Finance preferred).
  • 5-8 years of relevant experience in finance and accounts, preferably in a B2B SaaS or technology company.
  • Experience with Claude/AI tools and process automation is highly preferred.
  • Exposure to workflow automation and AI-driven tools to improve efficiency and reduce manual processes is a strong plus.
  • Experience leading or supervising a finance/accounts team.
  • Strong hands-on experience in manual customer invoicing and Accounts Receivable (AR).
  • Proven track record of managing client payment follow-ups and collections.
  • Experience with customer account reconciliations and receivables management.
  • Proficiency in Microsoft Excel and accounting/ERP systems such as Zoho Books, NetSuite, Tally, SAP, Oracle, or similar.
  • Strong communication, interpersonal, and stakeholder management skills.
  • Highly organized with excellent attention to detail and the ability to manage multiple priorities.


Preferred Skills:

  • Experience with subscription-based or recurring revenue business models.
  • Understanding of revenue recognition principles for SaaS businesses.
  • Strong analytical and problem-solving abilities.
  • A proactive, ownership-driven approach with the ability to thrive in a fast-paced environment.

Skills

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