Finance Manager
The Finance Manager owns day-to-day accounting operations across accounts payable, accounts receivable, billing, collections, and expense management. This role is hands-on in NetSuite and the surrounding system stack (Salesforce, VersaPay, Concur, DocuSign, First Bank, and Anrok), ensuring transactions are processed accurately and on time, customer and vendor relationships are managed professionally, and the monthly close is supported. The role is structured as a development path: the individual will continue learning and progressively take on more advanced accounting functions currently handled by the VP of Finance & Operations. The position is central to a small finance team and partners closely with the VP of Finance & Operations and the Customer Success and Sales teams.
KEY RESPONSIBILITIES
- Enter and code vendor bills and route for approval in NetSuite
- Process payment runs via ACH, check, and wire (NetSuite / First Bank)
- Manage vendor onboarding, including W-9 collection and vendor master setup
- Respond to vendor inquiries and reconcile vendor statements
- Generate and send customer invoices for new business, renewals, and amendments (NetSuite / Salesforce)
- Apply customer payments and perform cash application (VersaPay / NetSuite)
- Process AR receipts and respond to customer billing questions
- Manage customer payment portals such as Ariba and Coupa
- Run AR aging reviews and identify overdue accounts
- Send dunning notices and conduct past-due follow-ups (VersaPay / Email)
- Escalate problem accounts to the VP of Finance and the Customer Success team
- Review and approve submitted expense reports (Concur)
- Process approved reports for reimbursement (Concur / NetSuite)
- Reconcile corporate AMEX activity and follow up on missing receipts
- File executed customer contracts and amendments (DocuSign / file system)
- Credit Card A/R
- Sales & use tax processing and filing
- Bank reconciliations
- Deferred revenue entries
- Commission computations
- Bachelor’s degree in Accounting, Finance, or a related field
- 3+ years of hands-on accounting experience covering full-cycle AP and AR
- Proficiency with ERP systems (NetSuite strongly preferred) and intermediate Excel skills
- Strong attention to detail, accuracy, and follow-through on recurring deadlines
- Clear written and verbal communication for customer- and vendor-facing interactions
- Experience in a B2B SaaS or subscription-revenue environment
- Familiarity with VersaPay, Salesforce, Concur, DocuSign, and customer payment portals (Ariba, Coupa)
- Exposure to sales & use tax, deferred revenue, and commission accounting
BENEFITS
In addition to salary and the potential for bonus, the position is eligible for Vertical IQ’s standard benefits which today includes health insurance for the employee, 401K plan with matching, stock options, 4 weeks paid vacation, gym membership and more.
COMPANY
Headquartered in Raleigh, N.C., Vertical IQ is a nationally recognized leader in Industry Intelligence. Whether they’re pitching a local brewery or a national biotech, successful sales and marketing teams use Vertical IQ to better understand a prospect’s or customer’s business challenges before, during, and after sales meetings. Covering 100% of the economic revenue in the U.S. and Canada through more than 1600 Industry Profiles and 3,400 local economic reports, Vertical IQ equips users with the confidence and credibility to make memorable first impressions and sustain enduring relationships.