Senior Accounting Specialist, Billing, Finance

Schedule This position is eligible for a hybrid work schedule, with a minimum of three (3) days in-office based out of our West Sacramento office and two (2) days working remotely. Summary We are seeking a highly motivated and detail-oriented individual to join our team as a Senior Accounting Specialist, Billing. Reporting to the Senior Director, Finance and Accounting, this role is responsible for managing a variety of complex billing functions including membership renewals, professional services, conferences and events, and software as a service (SaaS) subscriptions, while ensuring accuracy, timeliness, and compliance with organizational policies. The Senior Accounting Specialist, Billing supports key general ledger functions related to revenue recognition, deferred revenue reconciliations, and revenue accruals. This role requires strong analytical skills, exceptional organizational and communication skills, and a proactive, problem-solving mindset. This role will play a key part in implementing new billing and A/R automation by documenting processes, testing workflows, and recommending improvements. The ideal candidate will thrive in a collaborative environment and bring a strong foundation in accounting and billing operations; perform a variety of other duties as assigned. Essential Duties & Responsibilities Manage billing for memberships, professional services, conferences and events, and software as a service (SaaS) subscriptions in accordance with policies and contract terms. Manage cash applications and research and resolve payment exceptions. Partner with the Director, Membership and all departments with billable programs and services to resolve past-due accounts and handle escalations with a member-focused approach. Serve as a key user and process owner for billing and A/R systems, helping configure, test, and continuously improve automated workflows such as billing, dunning, and cash application. Track and report on A/R metrics and aging trends, identifying root causes and recommending process improvements. Support revenue recognition processes in accordance with GAAP through preparation of monthly accrued/deferred revenue schedules and related journal entries. Assist with reconciliation of balance sheet accounts tied to billing revenue activity. Maintain detailed supporting schedules for month-end close and audit purposes. Work cross-functionally and engage professionally with staff, vendors, and members. Support Finance leadership with special projects. Maintain confidentiality, uphold organizational values, and promote a professional work environment. Work collaboratively with staff to advise, train, and provide support on accounting-related tasks to achieve individual and team goals. Perform other duties as assigned. Qualifications Education & Experience Bachelor's degree in Accounting, Finance, or a related field with at least two (2) years of relevant experience required; Associate's degree in Accounting, Finance, or a related field with two (2) additional years of relevant experience considered. Minimum of two (2) years of accounting and/or billing experience. Experience with membership, subscription, or professional services billing is strongly preferred. Experience with Accounting/ERP software (e.g., Microsoft Dynamics Business Central or similar). Intermediate to advanced Excel skills including experience with PivotTables and VLOOKUP/XLOOKUP. Experience implementing or optimizing billing, A/R, or ERP system automation is preferred. Knowledge of GAAP principles and revenue recognition concepts (including deferred revenue). Accounts receivable, billing, and collections practices and record-keeping. Customer service principles, with an emphasis on member relationships. Internal controls related to billing and cash receipts. Ability to Identify inefficiencies, recommend process improvements, and implement solutions to optimize workflows. Analyze A/R data and trends to identify issues and recommend solutions. Analyze and validate system-generated journal entries to ensure accuracy and compliance with accounting standards. Learn and adopt new systems quickly and help others do the same. Perform detailed and technical accounting work accurately and on time. Interpret and apply financial policies and procedures. Manage multiple priorities and deadlines effectively. Communicate clearly in writing and verbally. Use sound judgment and initiative in a professional setting. Work both independently and collaboratively. Establish and maintain effective working relationships with coworkers, vendors, and members/customers. Other Requirements This position is contingent on the ability to pass a background and credit check upon accepting an offer. This position does not offer employment sponsorship or documentation support (including but not limited to STEM-OPT, CPT, or H1B) to obtain or maintain work authorization now or in the future. Environmental Elements & Physical Demands Employee must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds, hand truck available to assist. Must be able to sit at computer for long periods of time and have the dexterity to access, enter, and retrieve data using a computer keyboard or calculator, and operate standard office equipment. Employee is personally responsible for following health and safety guidelines, instructions, and policies. Work occasional extended hours, evenings, nights, weekends and holidays for work that is required to be done during peak periods. Vacation time is limited during peak periods, including but not limited to year-end close and the annual audit. Why Join CSBA? Opportunity to work on high-impact revenue and billing processes. Collaborate with a professional and supportive accounting team. Gain exposure to membership, professional services, software as a service (SaaS) subscriptions, and nonprofit finance. Competitive salary and benefits package. If you're a billing and accounting professional looking for a dynamic and rewarding opportunity, we encourage you to apply! BenefitsAt CSBA, we proudly offer competitive compensation and benefits, including medical, dental and vision coverage for employees and dependent children, insurances and California Public Employees Retirement System (CalPERS), and more: Comprehensive medical, dental and vision plans: Medical Kaiser Platinum 90 HMO Blue Shield Platinum Access+ HMO 0/25 Blue Shield Platinum Full PPO 250/15 Blue Shield Silver Full PPO Savings HDHP 2300/30% with CSBA contributing $150 monthly to an HSA plan Optional FSA plan for non Blue Shield Silver Full PPO Savings HDHP 2300/30% plan participants Dental - Delta Dental Vision - VSP CSBA offers a hybrid work schedule, with a minimum of three (3) days in-office based out of our West Sacramento office and two (2) days working remotely. Paid Time Off: Vacation: Accrues 10 days annually for hourly employees and 15 days annually for salary employees. The rate at which you accrue will increase annually with years of service. Floating holidays: 32 hours annually accrue date of hire. Separate sick leave accrual: 8 hours accrued monthly. Holiday: 10 CSBA recognized holidays annually December Office Closure: During the latter part of December each year CSBA closes its office. During this time, employees are paid for 6 days in addition to the December 25 and January 1 holiday. Sabbatical Program: Employees with at least seven (7) years of continuous full-time employment in their current period of service are eligible for up to four (4) weeks of paid leave. Membership in the CalPERS retirement system: Classic membership tier (2% @ 55; 7% employee contribution and 11.54% employer contribution) PEPRA membership tier (2% @ 62; 8.25% employee contribution and 8.27% employer contribution) Employer-paid Life insurance 1.5 times the annual salary Employer-paid AD& D insurance Employer-paid Short- and Long-Term Disability insurance Optional supplemental 457 retirement savings available Flexible Spending Account (FSA) Medical and Dependent Care Employee Assistance Program Perks at Work savings program Learning and Development Social Events: All-Staff luncheon events, Coffee & Learn Travel Reimbursement CSBA's operation hours are 8: 00 a.m.- 5: 00 p.m. CSBA currently offers a hybrid work schedule for eligible positions. CSBA is headquartered in West Sacramento. About CSBAThe California School Boards Association is a nonprofit education association representing the governing boards who oversee public school districts and county offices of education. With a membership of nearly 1, 000 educational agencies statewide, CSBA brings together school governing boards to advocate for effective policies that advance the education and well-being of the state's more than 6 million school-age children. CSBA provides policy resources and training to members and represents the statewide interests of public education through legal, political, legislative, community and media advocacy. CSBA employees are highly skilled, with a desire to excel and help strengthen school board governance and maximize student achievement. They are strategic in their trade, embrace challenges, and offer new and innovative ideas. CSBA creates a supportive, dynamic environment for its employees to grow and succeed. Our core values of integrity, collaboration, accountability, respect, excellence, service and innovation guide the way to achieving the Association's goals. Apply Today If you are ready to take the next step in your career and contribute to meaningful work, apply today! We are excited to hear how your expertise can further our mission and advance the education and well-being of the state's more than 6 million school-age children in public education in California. Equal Opportunity Employer CSBA is an equal opportunity employer. It does not discriminate against employees or applicants based on any characteristic protected by state or federal law. Equal employment opportunity will be extended to all persons in all aspects of the employer/employee relationship. CSBA prohibits any CSBA employee, consultant, and any CSBA agent, including unpaid interns and volunteers, Board members, independent contractors or any other agent from discriminating against any other employee or job applicant on the basis of the person's actual or perceived race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, genetic information, pregnancy, national origin, ancestry, age (over 40), marital status, physical or mental disability, medical condition, military or veteran status, reproductive health decision making or any other characteristic protected by state or federal law. E-VerifyThis employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. E-Verify Works for Everyone 888-897-7781 dhs.gov/e-verify