Finance and Operations Associate

Scale Army

The Finance and Operations Associate will support daily financial operations with primary responsibility for accounts receivable, invoicing, payment processing, and financial record management. This role requires strong attention to detail, comfort with structured financial workflows, and the ability to maintain accuracy across multiple systems while supporting billing, collections, and payments to a network of medical experts.

Key Responsibilities Accounts Receivable & Billing

• Manage accounts receivable processes, including invoice creation, billing schedules, and tracking outstanding payments.

• Generate and distribute customer invoices while ensuring billing accuracy.

• Monitor customer accounts and follow up on overdue payments and collections.

• Maintain accurate records of deferred revenue and invoice reconciliation.

Payment Processing

• Process incoming customer payments and ensure correct allocation to invoices.

• Manage payments to medical experts, ensuring timely and accurate disbursements.

• Coordinate payment workflows using platforms such as Bill.com , Brex, and QuickBooks.

Financial Systems & Transaction Management

• Code and categorize financial transactions within accounting systems.

• Maintain financial records and ensure data accuracy across systems.

• Assist with monthly reconciliation tasks and preparation of financial reporting.

Spreadsheet & Data Management

• Maintain financial spreadsheets and dashboards for billing, payments, and reporting.

• Track payment activity and support financial analysis through Excel-based reporting.

• Identify opportunities for process improvements and automation within finance workflows.