The Finance Specialist is responsible for ensuring that every Birdwatch order is financially complete, accurate, and properly closed. This role owns the full financial lifecycle of an order—from generating estimates and collecting deposits to invoicing, vendor payments, and final reconciliation.

You will play a key role in maintaining clean financial data, ensuring billing accuracy, and supporting reliable reporting across the business.

Core Values

• Accountability: Own each order financially from estimate to final closeout.
• Financial Accuracy: Maintain clean and reliable AR, AP, and cost data.
• Collaboration: Work closely with Operations, Finance, and Product teams.
• Ownership: Operate independently, manage priorities, and resolve issues proactively.

Key Responsibilities

Order Quoting & Billing

• Generate customer estimates and quotes from itemized orders.
• Issue estimates and request deposits according to payment terms.
• Convert approved estimates into invoices and ensure timely billing.
• Maintain accurate Accounts Receivable (AR) records and monitor balances.
• Follow up on overdue invoices and support resolution.
• Ensure vendor invoices are correctly assigned to orders.

Vendor Payment Management

• Process and reconcile vendor bills accurately.
• Track and maintain Accounts Payable (AP) records.
• Coordinate vendor payments and respond to inquiries.
• Ensure all expenses are properly submitted and allocated.

Expense & Card Management

• Monitor and review expenses (e.g., Brex) to ensure proper submission and categorization.
• Approve limit increase requests when appropriate.
• Issue company cards as needed.
• Flag missing, incorrect, or unusual expenses.

Order Financial Closeout

• Reconcile each order to ensure:
  • All invoices have been issued
  • All vendor bills and expenses are recorded
  • Internal expenses are properly allocated
• Identify discrepancies between estimated and actual costs.
• Ensure order margins are accurate and reasonable.

Month-End Close Support

• Assist in monthly financial close processes.
• Review revenue, costs, and outstanding balances before closing.
• Flag missing data, unresolved orders, or margin issues.

Systems & Data Integrity

• Maintain accurate and up-to-date financial records across systems.
• Track billing status, costs, and balances using internal tools.
• Support reporting on revenue, expenses, and billing performance.
• Identify and escalate data inconsistencies or process gaps.

Communication & Collaboration

• Act as the main point of contact for billing-related inquiries.
• Collaborate cross-functionally to ensure billing aligns with service delivery.
• Communicate clearly and professionally with internal teams, customers, and vendors.

Requirements

• 2+ years of experience in finance operations, billing, or accounting roles
• Experience managing end-to-end billing cycles
• Strong understanding of AR/AP processes, cash flow, and reconciliation
• Excellent English communication skills (written and verbal)
• Exceptional attention to detail and organizational skills
• Ability to work independently and take full ownership of responsibilities
• Confidence handling customer and vendor financial inquiries
• Comfortable working cross-functionally with Finance, Operations, and Product