Description

Finvi is seeking a seasoned collections accounting subject matter expert with deep 3rdparty debt collection experience to help consult our product teams and operationalize accounting best practices across our platform and customer engagements. This individual will partner closely with our product team to evaluate current financial processes, identify gaps, and recommend improvements that optimize the full end-to-end financial workflow. The ideal contractor will maintain GAAP compliance, and automate GL entry generation with appropriate account coding. You will also support multiple trust accounts, partner with customers on month end reporting packages, and evaluate our product through a financial lens to recommend enhancements that strengthen auditability and controls.

Note: This role does not require product expertise. We're looking for a collections accounting specialist who can translate field-proven practices into scalable processes, controls, and requirements.

Key Responsibilities

Financial Workflow Partnership

• Partner with Product to influence the complete financial lifecycle within Velosidy, including billing, invoicing, payment processing, account reconciliation, revenue recognition, reporting, and month end workflows.
• Deeply understand how financial data moves through Velosidy to ensure accuracy, efficiency, and compliance throughout the workflow.
• Continuously evaluate financial processes and identify opportunities for workflow and system enhancements.

Product Collaboration & Requirements Development

• Translate accounting pain points and workflow inefficiencies into clear product requirements.
• Partner with product managers and engineers to shape improvements toVelosidy'saccounting features.
• Participate in product design discussions, testing cycles, and validating enhancements related to financial operations.

Customer Interaction & Gap Identification

• Join customer calls to understand real world accounting use cases and pain points.
• Work directly with customers to identify workflow issues, clarify requirements, and propose solutions within Velosidy.
• Gather customer feedback to help identify product gaps and contribute to prioritizing the product roadmap.

Cross Functional Alignment

• Collaborate with finance, customer success, and implementation teams to ensure financial workflows meet stakeholder needs.
• Advocate for accounting best practices and support alignment across departments.

Support & Documentation

• Serve as a subject matter expert for Velosidy's financial functionality.
• Create and maintain workflow documentation, product notes, and internal guidance.

Required Qualifications

• 5-7+ years of accounting experience in3rdparty debt collection environments (agency, BPO, or technology provider), with hands-on trust accounting and client remittance processes.
• Proven success implementing daily platform to GL reconciliation and resolving complex breaks.
• Strong command of U.S. GAAP relevant to collections and revenue/fee recognition.
• Demonstrated experience designing automated GL entries and mapping operational events to GL.
• Hands-on experience supporting multiple trust accounts with strict controls and audit readiness.
• Excellent communication skills to partner with customers on month-end packages and audit deliverables.

Preferred Background

• Prior consulting or platform implementation experience at TCS/CUBS (CUBS Consulting)—ideal.
• Experience with Katabat and/or FACS platforms.
• Familiarity with Velosidy(or similar collections platforms) and common GL systems (e.g., NetSuite, Sage Intacct, Microsoft Dynamics).
• Experience documenting controls, SOPs, and audit narratives; SOX exposure is a plus.
• Basic SQL or BI skills for validation and reconciliation analysis are a plus.

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