We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.
Team Description
- We're Plaid's Revenue Accounting team, and we own the order-to-cash process that ensures every Plaid customer is billed accurately and that revenue and accounts receivable are reflected correctly across our financial systems.
- We work at the intersection of commercial deal execution, billing, accounting, and financial reporting. We partner closely with Commercial, RevOps, Legal, Billing Engineering, Business Technology, Strategic Finance, and the broader Accounting org to turn customer agreements into accurate, scalable billing. It's no small feat at Plaid's scale and deal complexity.
- Our mission is to protect revenue integrity, build customer trust, and build the systems, processes, and controls that let Plaid scale toward its next stage as a company.
Role Summary
- You'll own the operating layer of Plaid's order-to-cash process, turning signed customer agreements into accurate billing configurations, invoices, reconciliations, and financial records.
- You'll review order forms and commercial terms and translate them into billing, run monthly invoice cycles, process billing adjustments and credit memos, reconcile activity across systems like NetSuite and Salesforce, resolve billing questions from partners across Plaid, and support month-end close.
- You'll also help move the team from manual execution toward more automated, scalable, and well-controlled processes. Along the way you'll build broad experience across billing operations, accounting systems, revenue recognition, and cross-functional finance, with room to grow into greater ownership as the function scales.
Responsibilities
- Review closed-won contracts and order forms to validate pricing, service dates, billing terms, minimum commitments, and other commercial details
- Configure customer billing arrangements accurately and on time
- Run and support monthly customer invoice cycles
- Reconcile invoice data between Plaid's billing systems and NetSuite, and investigate discrepancies, missing activity, and duplicate or incorrect charges
- Process billing adjustments, contract changes, and credit memos, and reconcile approved changes across NetSuite and Plaid’s internal billing system
- Resolve billing questions from GTM and other partner teams, including the billing team's internal support-channel rotation
- Support month-end close through billing and AR reconciliations, adjustment files, journal-entry support, and variance analysis
- Maintain documentation and audit support for key billing activities
- Partner with GTM, Engineering, Legal and BizOps to resolve billing issues
- Identify and help implement process, control, and automation improvements
Qualifications
- 2–5 years of experience in billing, order management, revenue operations, accounts receivable, accounting operations, or a related order-to-cash function
- Bachelor's degree in Accounting, Finance, Business, or a related field
- Experience in a SaaS, software, fintech, or other complex B2B billing environment
- Experience reviewing commercial contracts, order forms, or customer billing terms
- Experience supporting customer invoicing, reconciliations, or billing adjustments
- Strong spreadsheet and data-reconciliation skills, with strong attention to detail and the ability to identify and resolve discrepancies
- Strong judgment, ownership, and organizational skills
- Clear written and verbal communication, and the ability to collaborate with finance and non-finance partners
- Ability to manage recurring deadlines in a fast-paced environment
Preferred Qualifications
- Experience with NetSuite and Salesforce
- Public accounting / Big Four experience
- Familiarity with usage-based billing, revenue recognition, and month-end close procedures
- Experience improving or automating finance and billing processes
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
