• Partner with the Sales and Philanthropy teams to create, update, and manage customer invoices. • Manage customer collections and serve as the primary point of contact for billing and payment inquiries. • Collect, review, and record transaction-level cash activity from multiple sources, including bank accounts, Stripe, PayPal, and donation platforms, and post activity in the accounting system. • Prepare and record cash-related accruals for processed transactions that have not yet been deposited. • Maintain alignment between the CRM (Salesforce), accounting system (Intacct), and bank activity, and collaborate with the Sales and Philanthropy Teams to resolve discrepancies. • Monitor payment processors and investigate and resolve processing, settlement, or reconciliation issues. • Manage month-end close activities related to cash receipts and accounts receivable, including reconciliation to bank statements and CRM data. • Prepare cash and receivables reports and audit support schedules (PBCs). • Contribute to process documentation, cross-team support, and ad hoc finance projects as needed.