Senior Accounting Analyst; Financial Operations
Listed on 2026-07-08
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Accounting
Financial Reporting -
Finance & Banking
Financial Reporting
- Bevi is seeking a highly motivated and proactive Senior Analyst (Financial Operations) to oversee the day-to-day activities of the accounts receivable function and drive technical revenue processes
- This role is a fantastic opportunity for an experienced finance or accounting professional looking to make a significant impact on a scaling business
- At Bevi, we value innovation not just in our products, but in how we work
- Reporting to the Controller, you will serve as a critical leader within our Finance team and collaborate closely with Sales, Customer Support, Supply Chain, and Operations
- Audit Leadership:
Lead preparation and compliance efforts for the year-end financial audit, ensuring accurate documentation and support for revenue and AR - Proactively identify opportunities to introduce AI tools and automation into day-to-day accounting and billing workflows; collaborate with cross-functional teams to eliminate manual tasks and drive operational efficiency across the board
- Advanced Month-End Close:
Take a lead role in month-end close tasks, including complex revenue recognition analysis, contract reviews, general ledger account reconciliations, and AR aging analysis - Reporting & Analytics:
Design, build, and deliver weekly, monthly, and ad-hoc financial reports to provide leadership with actionable insights into revenue and aging trends - Cross-Functional Collaboration:
Partner as a key advisor within the Finance team and collaborate cross-functionally across departments to streamline billing workflows and resolve systemic issues - Billing & AR Ownership:
Oversee and optimize billing systems to ensure customers and distributors are billed on time and with full accuracy. Act as the escalation point for complex billing inquiries and support tickets via Zendesk, email, and phone - Credit & Collections Management:
Monitor accounts receivable and aging reports, spearheading strategic collection efforts for overdue accounts and managing cash application processes
- Engage with a talented Finance team drawn from diverse industries
- Learn financial processes and best practices in a high‑paced environment
- Hone skills on industry‑wide financial platforms and systems (Netsuite ERP, Salesforce CRM, Zen Desk Customer Support)
- Deploy your energy and expertise to further the company’s mission of sustainability, wellness, and positive personal and environmental change
- Flexible Time Off:
Our paid time off (PTO) policy means you can plan your perfect gvetaway when you need to recharge. - Health is Wealth:
Comprehensive health coverage through Blue Cross & Blue Shield which keeps you and your loved one protected. - Stay, Fit, Stay Happy:
Boost your wellness with gym membership reimbursements and additional fitness perks. - Ownership Mindset:
Everyone gets a piece of the pie with our stock options plan. When the company succeeds, you succeed. - Bevi Annual Retreat:
Recharge and bond with teammates during our unforgettable company retreat packed with adventures and team building. - Awesome Office Perks:
Enjoy our office culture with catered lunches, happy hours, exclusive Bevi flavor tastings, and a dog-friendly workplace.
The ideal candidate will possess advanced analytical and communication skills, a strong foundation in GAAP, and the ability to manage complex, competing priorities. The ideal candidate will be an AI-forward thinker, eager to leverage modern AI tools and automation to streamline workflows and scale our financial operations. An AI-forward mindset with a passion for learning and adopting new technologies; proven curiosity or experience in utilizing AI tools (e.g., Gemini, Claude, or specialized financial automation tools) to improve personal productivity and business processes.
Extreme integrity around timelines and deliverables. Minimum 3–4 years of progressive accounting or finance experience in a fast‑paced billing, AR, or general corporate accounting environment. Strong verbal and written communication skills. Ability to work in a fast paced, scaling SAAS/software/hardware environment. Familiarity with general ledger functions and the month-end/year-end close process. Strong foundational knowledge of Generally Accepted Accounting Principles (GAAP) and direct familiarity with general ledger functions and financial accounting statements.
Solution‑oriented attitude. Superior customer service skills. Ability to think critically when problems occur. Advanced Excel Skills. Must be self‑motivated and operate in a time sensitive environment. Proactive when addressing customer inquiries. Prior experience in public accounting is a strong plus. CPA (Certified Public Accountant) license or progress towards completion is highly preferred. Experience in Netsuite and Salesforce. Familiarity with financial accounting statements.
We value individual accomplishments, specialized knowledge, and genuine passion over simply checking boxes on a requirements list.
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