DealMaker is a fast-growing fintech company revolutionizing the capital markets ecosystem with a mission to make online capital raising mainstream. We empower founders, CEOs, and operators to raise capital digitally, both from their own communities and through strategically marketed campaigns. No other platform provides an end-to-end solution like ours—and our track record speaks for itself, with over $2B raised across 1,000+ campaigns. We power the largest online capital raises for customers like EnergyX ($88M), Green Bay Packers ($65M), Miso Robotics ($72M+), Monogram Orthopaedics (Nasdaq:MGRM) and many others, with 3 IPOs in the past year alone. We are quickly expanding our horizons and are seeking talented team members to join us on our journey to transform the integral capital market.
Who You Are
DealMaker is looking for a Finance Associate to own accounts receivable collections and cash application. You'll be the primary point of contact for customer payment discussions, keep our AR process clean and current, and build the habits and systems that let this function scale as it automates.
What You'll Do
Collections
Run collections on aged AR: outreach, follow-up, payment plan negotiation, and escalation on delinquent accounts
Manage AR reminder workflows and act as primary point of contact for customer payment discussions
Flag at-risk accounts early and support write-off and escalation decisions
Maintain clean, organized records of customer communications and payment commitments in HubSpot
Cash Application
Apply incoming cash accurately against open invoices and reconcile against Stripe activity
Investigate and resolve payment discrepancies, short-pays, and misapplied receipts
Keep aging reports current and support internal AR reporting
Cross-Functional Support
Partner with the billing and revenue side to resolve invoice disputes and confirm terms
Handle billing tickets and internal AR follow-ups
Workflow Oversight
As collections and cash application workflows are