Customer Finance Specialist

Customer Finance Specialist

Procurify is the AI-enhanced procurement and AP automation platform for the mid-market. We make it easy for organizations to take control of spend and save money. We’re looking for a talented and team-driven Financial Operations Analyst to join us on our journey.

ABOUT THE ROLE

Procurify is looking for an outgoing, detailed oriented, and initiative-taking person who is passionate about end to end customer experience.

You are a person with a knack for using tools and automation to make finance workflows faster and smarter, and you’re motivated by helping our customers achieve the best version of themselves.

Everyone at Procurify is a team player. A big part of this role involves building relationships internally and externally and advocating for our customers. We’re seeking entrepreneurial people who are willing to challenge the status quo and contribute to larger strategic objectives.

What you’ll be working on:

• Own and maintain accurate, up-to-date customer account records across all financial systems, ensuring timely and error-free invoicing.

• Review customer contracts and billing terms to ensure invoices are generated in compliance with agreed-upon terms and company policies.

• Drive proactive collection efforts, conducting professional and timely follow-ups on overdue accounts to optimize cash flow and reduce aging balances.

• Act as a primary point of contact for customer billing inquiries, delivering clear, professional, and timely support to enhance the customer experience.

• Prepare, analyze, and present AR and cash collection reports to Finance and Leadership teams, highlighting trends, risks, and opportunities for improvement.

• Collaborate cross-functionally with Sales, Customer Success, and Revenue Operations to resolve outstanding billing or payment issues and strengthen the end-to-end receivables process.

• Support month-end close activities, including account reconciliations, revenue validations, and reporting deliverables.

• Contribute to continuous process improvement initiatives, identifying and implementing opportunities to streamline workflows and enhance financial accuracy in a fast-paced, scaling environment.

Who we’re looking for

• A strong sense of curiosity and initiative — you enjoy understanding how systems connect and continuously seek ways to improve processes.

• Openness to learning and applying new technologies, including AI tools, to enhance accuracy, efficiency, and insights in financial operations.

• High attention to detail and organizational skills, ensuring accuracy across invoicing, collections, and reporting activities.

• The ability to communicate clearly and professionally with both internal teams and customers.

• A proactive, solutions-oriented approach — you take ownership of tasks and follow through with consistency.

• Comfort working in spreadsheets (Excel or Google Sheets) and an interest in learning accounting or CRM systems (e.g., Sage, QuickBooks, Salesforce, or similar).

• A Bachelor’s degree in Accounting, Finance, Business, or a related field (preferred but not required).

• A desire to grow within a fast-paced, collaborative team that values innovation, accountability, and continuous improvement.

• Maintains a professional and current LinkedIn profile, ensuring it is updated upon joining Procurify to reflect their new role and maintain a consistent company presence.

WHY PROCURIFY?

Help us modernize spend management

Procurify is a remote-first company with a big heart and a strong ambition to modernize the way organizations manage business spend. We’re trusted by hundreds of companies around the world — across industries like biotechnology, education, health care, manufacturing, and software — to manage over $30B in spend. We recently closed $50M in Series C funding to help us strengthen our core offering, launch new payment capabilities, and provide customers with an AI-enhanced procure-to-pay experience. Read the press release here.

Be empowered to do your best work

We’ve created an environment where personal and professional growth is a real priority. Some of the great perks we offer include:

• Flexible working: We’re a remote-first organization with flexible working hours. Work anywhere from within Canada!

• Unlimited responsible time off: Work hard, play harder. All team members can take advantage of our unlimited responsible time off policy.

• Extended health benefits: We prioritize our team’s health and well-being. We offer a competitive health, vision, and dental package along with an Employee Assistance Program (EAP), and a health and wellness spending account.

• Community initiatives: We have a strong commitment to giving back to our communities, including regular volunteer days, our Donate Your Day program, and education lunch and learns.

• Stock options: Everyone has a chance to own a part of Procurify with our competitive stock program.

• DEI initiatives: We regularly run a diversity, equity, and inclusion roundtable where we host guest speakers and tackle the topics that matter.

• Base Salary Range: $50,000 - $62,000 CAD (This range is dependent on experience and not inclusive of any bonus, commission, benefits or equity that might exist in your total compensation package.)

Work with an amazing team

We’ve welcomed team members who were boat captains, funeral directors, swing dancers, competitive gamers, plumbers, and novelists. Everyone has a story and we’re here to embrace them!

LEARN MORE

Procurify is an Equal Opportunity Employer. We do not discriminate against any team members or applicants for employment because of race, color, disability, sex, age, national origin, religion, sexual orientation, or gender identity and/or expression.

If you feel like you don’t meet all of the requirements for this role, we encourage you to apply anyway. We know that feelings of imposter syndrome can get in the way of meeting incredible candidates, and we certainly don’t want those feelings to get in the way of meeting you! We really want to get to know you and why you're great for the role. Please avoid including your picture and age on your resume.

Apply online today and let’s start a conversation.

To learn more about Procurify, check out these resources:

• Check out what our customers are saying about us

• Learn more about our procure-to-pay platform