Why This Job is Featured on The SaaS Jobs
Subscription businesses live and die by billing accuracy, clean customer master data, and reliable revenue workflows. This Senior Customer Finance Analyst role sits directly in that SaaS “revenue engine,” dealing with bespoke agreements, complex invoicing cycles, and the systems that translate product usage and contracts into cash. The listing also signals a company in a scaling phase, where finance operations need to keep pace with expanding customer volume and more nuanced billing logic.
For a SaaS career path, the standout value is the emphasis on process optimisation and automation rather than pure transaction processing. Work spanning invoicing, onboarding controls, and cross-functional issue resolution builds practical fluency in how SaaS companies operationalise revenue—skills that transfer across RevOps, billing operations, and finance systems roles. Exposure to tools like ERPs and adjacent platforms (e.g., CRM and contract workflows) reinforces the systems mindset increasingly expected in modern SaaS finance teams.
This role tends to suit professionals who like structured problem-solving, can be precise under ambiguity, and enjoy translating messy edge cases into repeatable workflows. It also fits someone comfortable partnering with stakeholders across departments and taking ownership of improvements that make revenue operations more scalable.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
Job Title: Senior Customer Finance Analyst
Company Overview:
Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients they serve. As the fastest-growing company in the space and the new standard in healthcare technology,We strive to attract top talent who share our vision and values. As we continue to grow, we are seeking a proactive and results-driven Talent Acquisition Specialist to join our dynamic team.
Job Description:
As a Senior Customer Finance Analyst at Prompt, you will be a key driver of scalability within our finance department. Reporting to the Customer Finance Lead, you will go beyond day-to-day transaction management to lead process optimization and automation initiatives. You will act as a subject matter expert, using your high attention to detail and analytical mindset to solve complex billing logic issues and ensure our financial operations are built for rapid growth.
Key Responsibilities:
1. Revenue Operations & Advanced Invoicing
Oversee the end-to-end invoicing lifecycle, ensuring 100% accuracy in complex billing cycles and compliance with bespoke customer agreements.
Identify bottlenecks in the billing workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks.
Perform root-cause analysis on recurring billing discrepancies and implement permanent process fixes while communicating with leadership on the context of the issues.
2. Scalable Customer Onboarding
Audit and validate customer agreements to ensure financial data integrity before account creation.
Create customer accounts and process sensitive financial data accurately.
Identify bottlenecks in the customer creation workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks and other softwares such as HubSpot, SpotDraft, etc.
3. Strategic Customer Support & Problem Solving
Manage high-priority or complex customer financial inquiries, translating technical issues into clear, professional communication.
Collaborate cross-functionally with multiple departments to resolve structural billing hurdles for clients.
4. Systems & Data Management
Maintain the integrity of the customer master data, ensuring clean reporting for Senior Management.
Support the Customer Finance Lead in ad-hoc projects, including ERP migrations, system integrations (AP/AR tools), and the creation of standardized training documentation for future team growth.
Required Qualifications:
Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Experience: 3+ years of experience in Accounts Receivable, Billing, or Revenue Operations (senior-level ownership expected).
Technical Mastery: Advanced proficiency in NetSuite and QuickBooks & Expert Excel/Google Sheets skills- must be comfortable with complex formulas, pivot tables, and data modeling to identify trends or errors.
Problem-Solving: A proven track record of taking a manual process and developing as well as executing a better process through automation or workflow redesign.
Meticulous Attention to Detail: An obsession with accuracy; you are the person who catches the $0.01 discrepancy before it becomes a client issue.
Communication: Ability to distill complex financial data into actionable insights for stakeholders and senior leadership.
Perks – What You Can Expect
Competitive salaries
Remote/hybrid flexibility
Potential equity for outstanding performance
Flexible PTO
Company-wide sponsored lunches
Company-paid disability and life insurance
Family and medical leave
Medical, dental, and vision insurance
Discounted pet insurance
FSA/DCA and commuter benefits
401(k)
Credits for fitness and gym memberships
Recovery suite at HQ with cold plunge, sauna, and shower
Here at Prompt, we are committed to fostering a fair and respectful work environment. As part of this commitment, it is our policy not to hire individuals from Prompt Customers unless they have obtained their current employer's explicit consent. We believe in upholding strong professional relationships and respecting the agreements and commitments our customers have with their employees. We appreciate your understanding and cooperation regarding this policy. If you have any questions or concerns, please don't hesitate to reach out to our People Department.
Prompt Therapy Solutions, Inc is an equal opportunity employer, indiscriminate of race, color, religion, ethnicity, ancestry, national origin, sex, gender, gender identity, sexual orientation, age, marital status, veteran status, disability, medical condition, or any other protected characteristic. We celebrate diversity and are committed to creating an inclusive environment for all employees
Prompt Therapy Solutions, Inc is an E-Verify Employer.
