Billing & Financial Operations Specialist

Billing & Financial Operations Specialist

Backed by leading Silicon Valley investors, Peregrine helps the world’s most complex organizations solve their hardest problems with unprecedented speed and accuracy. Our AI-enabled platform turns siloed and disconnected data into operational intelligence—instantly surfacing mission‑critical information to empower better, faster decisions that improve outcomes at every touchpoint. Today, Peregrine supports hundreds of customers across 23 states and two countries, serving more than 90 million people—and we’re amplifying our impact as we expand into more industries.

We’re a team of entrepreneurs—undaunted by the hard problems and united by a passion to make a difference where it matters most. We collaborate relentlessly, move with urgency, and act with purpose. If you’re driven by mission and energized by the opportunity to build something new, join us in defining Peregrine’s future.

The Billing & Financial Operations Specialist plays a key role on our Finance team by ensuring that our billing, receivables, and day‑to‑day financial operations run smoothly, accurately, and with exceptional service. While this role is anchored in accounts receivable, it also supports operational finance activities that keep the company’s financial engine reliable and accurate. You will help protect cash flow, strengthen customer and vendor relationships, and uphold well‑documented, scalable processes that support a growing organization.

We’re looking for someone who brings empathy to every customer and vendor interaction, curiosity to understand and improve financial workflows, and a commitment to excellence in every detail. You’ll operate with integrity as a steward of accurate financial data, collaborate across teams with a spirit of teamwork, and demonstrate courage by asking questions, surfacing risks, and proposing better ways of working.

Above all, you bring a consistent service orientation—supporting colleagues, internal stakeholders, and customers with patience, clarity, and respect.

This role will thrive with someone who enjoys solving operational puzzles, translating data into meaningful insights, and creating structure within a fast‑moving environment. You will have meaningful autonomy in managing daily priorities while partnering closely with the broader Finance team to reinforce disciplined, dependable financial operations across the organization.

• Lead the billing and accounts receivable process—prepare and send invoices, validate billing details, apply payments accurately, monitor outstanding balances, and follow a structured collection process to keep receivables consistently current.
• Process daily AR transactions with precision, including cash applications, customer reconciliations, and maintenance of up‑to‑date aging reports.
• Investigate and resolve billing discrepancies by reviewing contracts, purchase orders, sales records, and customer communications, document adjustments and resolutions in accordance with company policy.
• Support additional financial operations workflows, such as vendor setup, expense review, Ad Hoc tasks, or document organization, ensuring operational continuity as needs arise.
• Contribute to the month‑end close by preparing AR‑related journal entries, reconciling subledgers, and ensuring billing and cash activity are captured accurately and on time.
• Use ERP and financial tools (e.g., accounting systems, spreadsheets, billing platforms) to streamline invoicing, reconciliation, and reporting; identify opportunities to automate or simplify recurring tasks.
• Create reliable billing and AR reports that highlight trends, exceptions, and insights to support monthly reviews and operational decision‑making.
• Serve as a cross‑functional partner to Sales, Customer Success, Operations, and Finance by ensuring clean handoffs of contract information, accurate billing inputs, and timely communication with customers.
• Maintain strong customer and vendor relationships, responding promptly to questions, providing clear explanations of invoices or balances, and upholding a professional,…