Revenue and Accounts Receivable Specialist



Accounting & Finance
North York, Toronto, ON, Canada
Posted on Monday, September 4, 2023

Backed by a recent $100MM investment from top VC firm, Insight Partners, iLobby is experiencing rapid growth as the enterprise market leader in the Visitor and Workforce Management space. With clients in 45+ countries and a platform that is truly best-in-class, the company is well positioned for explosive growth as we scale our team. Profitable, nimble, and with a growing list of F500 clients, iLobby is an ideal place for any high potential leader to accelerate their career.

About The Role

The iLobby finance department is adding a Revenue and Accounts Receivable Specialist to its team. We are seeking a detail-oriented and self-motivated individual to support iLobby’s fast-paced and global growth. This role is perfect for an individual seeking an entry-level role for a long-term career in finance. You will have the opportunity to expand your knowledge in accounting policy and operational processes. The primary responsibilities of this role will be recording customer contracts, verifying revenue, invoicing, collections, and collaborating with various departments to resolve customer requests.

The ideal candidate is excited to work cross-functionally with the sales and operation departments to offer an excellent customer experience. You must be prepared to handle the day-to-day operations of both the revenue and accounts receivable functions within finance.

The iLobby finance team is comprised of an energetic group of individuals who work as a team. We work together to solve problems and we have fun in the process. In addition, we utilize modern systems, such as Salesforce and Sage Intacct, to efficiently perform our work while ensuring the highest level of quality and accuracy.

This role will report to the Manager of Finance, with frequent exposure to the Director of Finance and other members of senior leadership.

This role is a hybrid position where you'll be required to come into our office twice a week.

Essential functions may include but not limited to:

  • The revenue and accounts receivable specialist will be dedicated to the mid-market customer territory. As a result, you will have the opportunity to network and build relationships with customers and sales representatives in this territory.
  • Review deals that are closed-won in Salesforce and verify that the data associated with the deal was entered correctly into the system for billing and reporting. Ensure that information provided by the customer, such as Purchase Orders, include complete and accurate data.
  • Convert deals that were closed-won into contracts within Salesforce and sync them to Sage Intacct. These contracts are utilized for revenue recognition and invoicing customers.
  • Review invoices that are generated in Sage Intacct before they are sent to the customer. Ensure accuracy of billing information and sales items sold. Depending on the customer, upload invoices to the customers purchase requisition system.
  • Review revenue recorded in Sage Intacct for accuracy and ensure it is consistent with the contract details and items sold. Ensure that revenue and associated costs are recorded in accordance with accounting standards.
  • Apply customer payments to invoices outstanding in Sage Intacct (cheque, wire, EFT/ACH, credit card). Create customer refunds and credits when required.
  • Verify deployment tickets to ensure that customer and shipping information captured by the deployment department is accurate. In addition, ensure that hardware is not shipped until the customer has been invoiced.
  • Maintain and organize sensitive customer information, digitally, within Sage Intacct and the shared finance folder.
  • Respond to customer requests regarding billing changes, refunds and credits, and cancellations. Collaborate with sales, customer support, customer success, and / or deployment to complete customer requests, when needed.
  • Collaborate with sales representatives to obtain necessary billing information or to respond to customer requests.
  • Mitigate customer churns or downgrades by informing customer success of indicators that a customer may churn or reacting to a cancellation request and strategizing ways to retain the customer.
  • Provide analysis on key metrics such as Days Sales Outstanding, Overdue Invoices as a % of AR, MRR, etc.
  • Perform month-end activities such as account reconciliation, AR Aging analyses, review of invoices, bank reconciliation, and review of customer AR Ledgers.
  • Analyze outstanding invoices and provide assessment of collectability to management. Write-off invoices in the system as required.
  • Record ad-hoc invoices or journal entries, as needed.
  • Stay up to date with updates to accounting standards, specifically related to revenue recognition.
  • Perform other duties and special projects, as required.

Qualifications and skills:

  • University degree with a combination of education in business and accounting is a must.
  • Strong verbal and written communication skills and an eagerness to build relationships with internal and external stakeholders. Customer centric attitude.
  • Excellent attention to detail and habit of self-reviewing work to minimize errors. Strong sense of accountability.
  • Proficient with Microsoft excel (comfortable using formulas such as xlookup, sumifs, among others).
  • Proficient using tools such as Microsoft Outlook, Teams, Word, PowerPoint, etc.
  • Strong time management skills demonstrated by experience juggling multiple tasks and responsibilities while meeting deadlines.
  • Ability to work independently and investigate solutions to problems and challenges.
  • Work collaboratively with colleagues to meet common goals and objectives.
  • Ability to work in a fast-paced environment that is subject to constant change and growth.
  • A goal of acquiring the CPA designation is a plus, but not required. Future ambition of growing beyond this role and pursuing a career in accounting and / or finance.
  • Experience working with Salesforce (or another comparable CRM) is a plus, but not required.
  • Experience working with Sage Intacct (or another ERP or Billing System) is a plus, but not required.
  • Experience working with Stripe (or another Credit Card Software) is a plus, but not required.

Why work at iLobby?

iLobby is the global leader in enterprise visitor management, helping complex enterprises digitize, optimize, and automate their key facility process – from streamlined visitor management to emergency evacuation, our Facility OS Platform is cutting edge and driving significant value with our customers.

We work hard and play hard and we do both with passion and respect for one another. Our company promotes a fast-paced, fun, friendly, and highly collaborative work environment that provides:

  • Generous compensation + Medical, dental, and vison coverage
  • A Hybrid work environment with offices based in North York, Toronto
  • Opportunity for advancement and growth
  • Catered Events, Snacks, Drinks – You won’t go Hungry!
  • Birthday and Life Celebrations
  • Two annual parties in a year

iLobby Commitment

We believe that a diverse team is the key to innovation and growth. We are an equal opportunity employer that value diversity at our company and encourage all candidates to apply. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

iLobby will accommodate individuals with disabilities through each stage of the recruitment and selection process. Please advise us of any needs when your interview is booked, and we will do our best to meet your needs.

Please note that all candidates must be legally eligible to work in Canada.

Background and Reference Checks

Any offer of employment may be conditional upon full background checks including a criminal record check, a credit check and employment and educational verifications. A reference check will also be conducted.

iLobby thanks all candidates for their interest, however only those selected to continue in the process will be contacted.

Office location: 5255 Yonge St, Suite 1500 North York, ON M2N 6P4

Please apply through LinkedIn or send an email to