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Jobs(31,341)/Financial Analyst Role(110)/harvey (50) - Senior Order to Cash Analyst
harvey

harvey - Senior Order to Cash Analyst

Remote - USA *$87k - $131k1mo ago
RemoteSeniorNASoftwareFinancial AnalystJunior AnalystCloseAccounts ReceivableB2BGoogle SheetsExcelCustomer SuccessReportingData Quality

Requirements

• 3–6+ years of experience in billing operations, revenue operations, order-to-cash, accounts receivable, finance operations, or a closely related function in B2B SaaS or technology. • Demonstrated experience working with high-volume or complex billing flows (e.g., usage-based, tiered pricing, multi-entity, or multi-currency) and reconciling data across systems. • Strong analytical and Excel/Google Sheets skills (comfort with lookups, conditional logic, pivots, and large data sets) and familiarity with CRM and ERP/billing platforms. • Proven track record of improving or implementing billing processes, controls, or automations that reduced errors, cycle times, or manual effort. • High attention to detail, strong operational rigor, and the ability to manage multiple deadlines during billing and close cycles while maintaining accuracy and composure. • Clear, concise communication skills and comfort working cross-functionally with technical and non-technical stakeholders to resolve issues and drive process change.

Responsibilities

• Own day-to-day billing operations across Harvey’s commercial products, including generation, review, and release of invoices for usage-based and subscription customers. • Reconcile usage, pricing, and billing data across multiple systems (e.g., metering/rating tools, CRM, ERP) to ensure completeness, accuracy, and alignment with signed commercial terms. • Investigate and resolve billing discrepancies, credit and rebill scenarios, and exceptions in partnership with Revenue Operations, Finance, Sales, Deal Desk, and Customer Success. • Support month-end and quarter-end close by preparing billing reconciliations, variance analyses, and supporting schedules that ensure revenue-impacting data is fully captured. • Design, document, and maintain standard operating procedures, controls, and checklists for key billing workflows, with a focus on auditability, scalability, and risk reduction. • Partner with systems and data teams to improve and automate quote-to-cash workflows, including data quality checks, exception reporting, and dashboarding for billing KPIs.

Benefits

• At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come. • $87,400-131,000 USD • DEPENDING ON YOUR LOCATION, AN APPLICANT PRIVACY NOTICE MAY APPLY TO YOU. YOU CAN FIND ALL OF OUR APPLICANT PRIVACY NOTICES [HERE https://www.notion.so/harveyai/Harvey-Candidate-Privacy-Policies-319ac3fcdd7a803bb807d5094f249922].

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