A leading full-service digital marketing agency headquartered in Santa Monica is seeking an Accounting Manager to join their dynamic team. This position will take ownership of core accounts receivable, billing, and month-end close functions. This is a hands-on, high-accountability role that works closely with senior finance leadership and cross-functional teams. The right candidate is detail-oriented, operationally sharp, and comfortable working across multiple billing systems in a fast-paced environment.
Responsibilities:
Accounts Receivable & Collections
Manage end-to-end AR workflows, including customer ledger review, outstanding balance tracking, and reporting cadence
Serve as primary liaison with external collections partners — coordinate on escalated accounts, align on strategy, and ensure resolution
Partner with internal Sales and Client Services teams to resolve billing disputes, communicate account status, and maintain strong client relationships
Handle chargeback identification, logging, dispute support, and evidence gathering
Billing & Invoicing
Prepare and review monthly invoices; identify and resolve discrepancies proactively
Execute approved billing adjustments with proper documentation and approval history
Manage and process disengagement and billing adjustments requests
Act as a cross-functional point of contact for billing inquiries across Sales, Client Services, and internal Operations teams
Coordinate with internal stakeholders to ensure billing accuracy reflects service delivery and contractual terms
Banking & Cash Application
Reconcile and clear all incoming ACH, wire, and check transactions daily
Ensure accurate payment application and resolve discrepancies
Maintain precise daily cash application records
Month-End Close & Reporting
Conduct productivity audits to identify billing risks and missed revenue
Own month-end close deliverables: AR aging reconciliation, billing logs, revenue data checks, and reporting
Collaborate with finance leadership and accounting partners to continuously improve close accuracy, speed, and efficiency
Surface insights and flag risks proactively — don't wait to be asked
Systems, Process & External Partners
Work within billing/subscription platform and support ongoing system improvements
Partner with outsourced accounting firm to ensure clean processes, clear documentation, and a structured handoff to internal operations
Serve as an internal point of coordination between finance, ops, and external accounting partners to ensure nothing falls through the cracks
Identify and drive opportunities for process improvement across accounting and finance operations
Build and maintain SOPs for key accounting workflows to ensure continuity and institutional knowledge
Qualifications:
4-6+ years of accounting experience, with meaningful time in AR, billing, revenue operations, and cross-functional finance processes
Prior team leadership, mentorship, or people management experience strongly preferred
Strong understanding of cash application, billing adjustments, and month-end close processes
Experience with billing platforms (Chargebee or similar subscription/billing tools a plus)
High attention to detail and strong organizational skills; able to manage multiple priorities without dropping balls
Clear, professional communicator — comfortable fielding inquiries across teams and with clients
Proficiency in Excel/Google Sheets; experience with ERP or accounting software
Bachelor's degree in Accounting, Finance, or related field preferred
Self-starter with a strong sense of urgency — you take ownership, follow through without being chased, and hold yourself accountable to deadlines and quality
Proven ability to identify operational risks, improve processes proactively, and drive scalable solutions across accounting workflows
Ability to analyze financial and operational data, surface actionable insights, and partner with leadership to support business decision-making
AI-native or AI-curious: comfortable using AI tools (ChatGPT, Claude, Gemini, etc.) to work faster and smarter, whether automating repetitive tasks, drafting communications, or analyzing data
Perks and Benefits:
Health and Wellness
Medical, Dental and Vision Coverage
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Employee Assistance Program (EAP)
Financial Benefits
Competitive Base Salary
401(k) with Company Match
Life and Disability Insurance
Time Off
Unlimited Paid Time Off (PTO)
Paid Holidays
Paid Paternal/Maternal Leave
Growth and Development
Ongoing Training and Learning Opportunities
Career Path Progression
Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg
Numbers & Facts
Location
Santa Monica, CA
Skills
Accountingunmatched
Accounting Closeunmatched
Accounting Softwareunmatched
Accounts Receivableunmatched
Artificial Intelligence (AI)unmatched
Auditingunmatched
Billingunmatched
Business Supportunmatched
Cadenceunmatched
Cash Applicationsunmatched
Chargebacksunmatched
Communication Skillsunmatched
Continuous Improvementunmatched
Credit and Collectionsunmatched
Cross-Functionalunmatched
Customer Escalationsunmatched
Customer Relationsunmatched
Customer Service Operationsunmatched
Customer Support/Serviceunmatched
Data Analysisunmatched
Decision Supportunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
Documentation Standardsunmatched
ERP (Enterprise Resource Planning)unmatched
Financeunmatched
Financial Analysisunmatched
Financial Operationsunmatched
Follow Throughunmatched
Inside Salesunmatched
Leadershipunmatched
Mentoringunmatched
Multitaskingunmatched
Online Marketingunmatched
Operational Auditunmatched
Operational Improvementunmatched
Organizational Skillsunmatched
Outsourcingunmatched
Partner Salesunmatched
People Managementunmatched
Process Improvementunmatched
Process Managementunmatched
Reconciliationunmatched
Risk Analysisunmatched
Salesunmatched
Service Deliveryunmatched
Standard Operating Procedures (SOP)unmatched
Team Lead/Managerunmatched
Time Managementunmatched
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