Source Job

• Manage a portfolio of client matters, ensuring accurate billing, collections, trust balances, and account activity.
• Proactively communicate with clients by phone, email, and text regarding billing and account concerns with professionalism and empathy.
• Partner with attorneys and paralegals to address retainer needs and resolve financial matters, maintaining audit-ready documentation.

Cage & Miles is one of the largest and fastest-growing family law firms in Southern California, guiding clients through important life moments with expertise, compassion, and integrity. With 50-149 employees, they are a Top Workplace known for a collaborative culture and investment in their people.

• Manage the monthly accounting and reporting process for sites supported
• Prepare monthly reporting packages submitted to executive management
• Actively engage with site operations to understand and influence revenue levers

Headlands Research is dedicated to enhancing clinical trial delivery within our communities, leveraging cutting-edge technology and support services. Founded in 2018, the rapidly growing company operates 26 clinical trial sites in the US, Puerto Rico, and Canada.

• Research and contact customers on accounts receivable balances daily via phone and email to obtain payment and negotiate payment plans.
• Serve as a subject matter expert for billing and AR, providing timely and accurate responses to escalated issues from local offices and customers.
• Complete detailed account reconciliations, apply payments, and perform account maintenance in PeopleSoft AR to ensure compliance.

Enterprise Fleet Management is a privately held, full-service fleet management business for companies, government agencies and organizations with medium-sized fleets. With more than 50 fully staffed offices nationwide and a North American fleet of 800,000 vehicles, we invest in and develop our people while doing the right thing for customers and employees.

• Perform subsidy and grant assurance engagements, analyzing financial data and assessing compliance with regulations.
• Prepare working papers and reports while collaborating remotely with Deloitte colleagues in the Netherlands.
• Contribute to high-quality financial reporting for public sector clients using accounting and auditing expertise.

Africa Talent by Deloitte is a South African entity formed to meet talent demand in Africa and Europe, providing a competency centre for remote project work. It focuses on creating employment and investing in African talent within a dynamic, inclusive culture.

• Manage daily accounting workflows including recording transactions and preparing journal entries.
• Oversee accounts payable/receivable, ensuring accurate coding and timely payments.
• Support audit, tax, and compliance deliverables such as Form 990 and annual audits.

Prime Coalition is a nonprofit organization that bridges critical funding gaps to transform markets into climate solutions. With a small, collaborative team of about 50 people, we value tenacity, humility, and care in our work.

• Preparing journal entries, account reconciliations, and monthly close.
• Managing AP, corporate cards, revenue (ASC 606), and billing systems.
• Using AI to improve processes and assisting with audits and projects.

Qualio is a unified quality and compliance management platform that helps regulated organizations get products to market faster with reduced risk. The Qualio team is all-remote and currently distributed across North America, Europe, and Australia.

• Prepare and issue accurate client invoices according to established schedules.
• Perform bank reconciliations, journal entries, and payroll accounting.
• Collaborate with cross-functional teams across multiple time zones.

This company supports essential financial operations within a growing, technology-focused environment. It offers a collaborative, remote-first culture with international teams across North America, India, and the Philippines.

• Manage the full accounts receivable cycle, including invoicing, collections, payment application, and reconciliation.
• Collaborate with Customer Success, Sales, and Finance to ensure accurate billing, resolve inquiries, and maintain strong cash flow.
• Oversee customer billing setup, vendor portals, dunning automation, and monthly reporting with advanced Excel and ERP tools.

SOCi is an AI-powered marketing platform for multi-location businesses, providing a digital workforce to automate local marketing tasks. Founded in 2012 and trusted by nearly 1,000 top brands, SOCi offers a collaborative, fast-paced remote culture with a global team.

• Manage daily accounts receivable activities and maintain accurate customer account records.
• Apply customer payments, perform reconciliations, and investigate discrepancies or unusual transactions.
• Monitor accounts receivable aging and follow up on overdue balances while supporting month-end close.

Alegra provides cloud-based accounting and business management software for small and medium businesses. The company supports a multicultural, distributed remote team with a focus on collaboration, learning, and professional growth.

• Design realistic accounting scenarios based on technical accounting and SEC reporting experience.
• Evaluate and compare AI-generated accounting outputs for accuracy and reasoning.
• Provide structured written feedback to improve AI performance in accounting tasks.

The hiring company is a confidential organization focused on using AI to improve accounting reasoning. It operates with a distributed, remote team that values expertise, attention to detail, and flexibility.

• Ensures accurate and timely billing of all services.
• Identifies, researches, and resolves billing issues with cross-functional teams.
• Analyzes billing trends and implements process improvements to enhance revenue cycle performance.

Natera is a global leader in cell-free DNA testing for oncology, women's health, and organ health. The team consists of dedicated professionals from world-class institutions who are deeply committed to their work and each other.

• Own end-to-end billing operations for deals, renewals, and amendments ensuring accurate and timely invoicing.
• Serve as primary point of contact for billing inquiries from customers and internal stakeholders, resolving issues with urgency.
• Collaborate cross-functionally to improve processes and support global billing operations across multiple regions.

Raptor is a school safety partner providing SaaS and mobile technology to protect students and schools. The company serves 60,000 schools across 55 countries and fosters a culture of ownership, accuracy, and continuous improvement.

• Prepare and issue accurate invoices for patient visits, procedures, and other billable clinical research activities.
• Monitor outstanding invoices and follow up with sponsors, CROs, and other stakeholders regarding overdue payments.
• Reconcile incoming payments against invoices and maintain accurate accounts receivable records.

This clinical research organization manages billing and accounts receivable for clinical trial activities. It is a growing company with a focus on accuracy and collaboration.

• Manage day-to-day financial reporting and month-end close for healthcare clients.
• Assist with complex general ledgers, balance sheet reviews, and reporting packages including KPIs.
• Coordinate project tasks and collaborate with teams to ensure efficient client workflow.

Wipfli is a professional services firm providing accounting, tax, and consulting services. The culture emphasizes flexibility, relationships, and supporting associates' well-being.

• Maintain accurate financial records by reconciling accounts, managing AP/AR, and reviewing invoices.
• Support payroll, financial reporting, and CPA/tax preparation with organized documentation.
• Monitor budgets, cash flow, and flag discrepancies proactively to leadership.

SnappyCX provides remote bookkeeping and financial operations support to U.S.-based businesses. The company hires independent contractors who work U.S. Eastern hours and values accuracy, confidentiality, and proactive communication.

• Perform accounting duties including P2P process, bank reconciliations, and month-end close activities.
• Analyze costs against budget and support cash management to improve financial visibility.
• Contribute to special projects and collaborate with internal and external auditors.

MEDFAR Clinical Solutions provides a cloud-based Electronic Medical Record platform for clinics, founded to modernize healthcare through technology. As a fast-growing company, they emphasize a culture of transparency, collaboration, and innovation, with a global team.

• Prepare audit work papers and adjust trial balances.
• Manage client confirmations and maintain Caseware templates.
• Collaborate with clients and co-workers in a fast-paced environment.

Aprio is a top 20 CPA and advisory firm serving fast-growing industries with proven expertise and strategic foresight. With over 3,200 team members across 40+ U.S. and international offices, Aprio fosters a progressive culture and offers vast growth opportunities.

• Process invoices and payment transactions while ensuring compliance with established financial procedures.
• Collaborate with internal departments, field teams, and vendors to resolve payment-related questions and discrepancies.
• Support process improvements, system testing, and special projects as needed.

The company manages accounts payable operations across a multi-company environment. It offers a fully remote, collaborative culture with comprehensive benefits.

• Manage core day-to-day financial operations, ensuring accurate reporting, internal controls, and regulatory compliance.
• Bridge corporate general accounting with government contracting compliance, including DCAA standards.
• Coordinate across finance, project management, and operations teams to handle multiple concurrent accounting priorities.

True Zero Technologies is a veteran-owned small business that enables people and technology to deliver top-tier services. It has been recognized as a Best Places to Work honoree in 2023 and 2025 and earned spots on the Inc. 5000 list of fastest-growing companies.

• Manage accounting functions including reconciliations, AR, AP, and billing.
• Review transactions for GAAP compliance and prepare financial statements and budgets.
• Analyze expenditures, improve processes, and support audits and tax preparation.

BenchPrep delivers a cloud-based learning platform for certification and test prep, helping organizations provide engaging learning experiences. With nearly 11 million learners, they are committed to employee growth and have been recognized as a best workplace.