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FactSet

Specialist, Order To Cash

Early Applicant
  • Posted 5 months ago
  • Be among the first 30 applicants

Job Description

The Order to Cash team is seeking an experienced Senior Billing Specialist. The Specialist will be responsible for generating accurate and timely invoices in Workday. In addition, the specialist will be responsible for contacting delinquent clients, resolving disputes, and analyzing aging reports. The specialist will also process credits, and refunds and assist with unidentified payments. The Specialist will be the group s subject matter expert and process owner. The Specialist will be responsible for documenting all processes and training team members.

Job Responsibilities:
  • Assist with month-end close including input of Broker Transactional volume into Lotus Notes.
  • Assess for customer volume compared to contractual volume caps and update that info in Lotus Notes monthly.
  • Generate Customer statements as needed which would include detailed customer transactions and history not available as part of the invoices.
  • Assist with Customer billing. Including validating data and assisting with invoice processing
  • Customer collection research and follow-up
  • Assist with Broker/Customer inquiries and ad hoc requests.
  • Assist with bad debt write-offs and meet with Accounting on reserve analysis.
  • Ad hoc reporting and research as needed
Job Requirements:
  • Bachelor s degree preferably Business Administration or Finance
  • 4 -5+ years of accounts receivable/billing experience
  • Extremely quick learner
  • Proactive, self-starter who can resolve billing/collections issues independently
  • Excellent written/verbal communication and customer service skills
  • Ability to work in a fast-paced environment and multi-task
  • Experience with Workday billing a plus but not required
  • Excellent verbal and written English communication skills
  • Demonstrates exceptional teamwork and leadership abilities
  • Advanced problem-solving capability and ability to work under pressure
  • Must work Saturday if the first of the month falls on a Saturday to complete time-sensitive billing. Will have a compensation day during the week.
  • Should be willing to work at 4 PM to 1 AM shift (IST)

More Info

Industry:Other

Function:finance

Job Type:Permanent Job

Date Posted: 09/08/2024

Job ID: 88075773

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