Senior Invoicing Associate, Workrise

• Bachelor’s degree in Finance, Business Administration or equivalent work experience
• 2+ years experience in invoice processing or accounting
• Experience submitting invoices into third party systems (Open Invoice, Cortex, ARIBA, Fieldglass, Pro-Unlimited/Wand, etc.)
• Knowledge of Excel and G-Suite
• Excellent verbal and written communication skills
• Familiar with GAAP
• Exceptional attention to detail with a pride for executional excellence
• Team player that is always willing to pitch in and lend a hand as needed
• Regular, on-time attendance
• Ability to travel 5% of the time
• Ability to communicate effectively
• Ability to use office equipment such as a computer, copier and telephone
• Ability to use office computer programs such as e-mail, Google Docs, Microsoft Word, PowerPoint and Excel
• Occasionally remain in a stationary position, often standing or sitting for prolonged periods

Desirable

• Associate, Invoice Operations supports in-house and outsourced high-volume day-to-day invoicing operations
• This position is responsible for the creation and submission of invoices for a moderate volume of standard process customers
• The Senior Associate, Invoice Operations communicates with customers to help resolve issues regarding invoices
• This position supports month, quarter and year end reporting requests from the accounting team
• Data and Client Support:
• Create and audit invoice import file data for accuracy. Confirm all data against supporting documentation. Make all necessary adjustments to invoice data per client requirements
• Submit invoices for approval and payment via email and 3rd party portals
• Resubmit invoices and issue credit-memos as necessary
• Capture and manage change requests for Customer transaction requirements to ensure minimal disruption to Workrise’s invoicing cycle
• Maintain a solid understanding of customer invoice requirements
• Address invoice questions and issues from clients, escalating issues as necessary
• Reconcile 3rd party portal systems to confirm invoice submission and acceptance
• General Process Support:
• Complete report templates and present findings regarding invoice accuracy at the client level
• Consider and suggest areas for improvement in day-to-day invoicing tasks; such as automating queries, filters, macros, and reports
• Assist as necessary for process improvement initiatives to maximize value and efficiency of the invoice system and internal invoicing tools
• Support monthly financial close process with reconciliations and other tasks
• Business Trends and Mentoring:
• Stay abreast of current and emerging industry trends and best practices in the marketplace, especially in areas of accounting, general finance, invoice operations, and the energy industry
• Make data-driven recommendations to management regarding processes, observations, etc. to increase Workrise’s competitiveness in the marketplace