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.
Why Join Us?
Joining the invoicing team at Workrise offers an opportunity to be part of a passionate group focused on continuous growth and improvement. We believe in teamwork (and having fun!). We foster a supportive environment through friendly competitions and team-building. In our roles, we believe that strong client relationships are the foundation of our success and broaden our perspectives.
What you'll be doing:
- 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.
Experience and Education Requirements:
- 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.
Additional experience preferred, but not required:
- Bachelor's degree in Finance, Business Administration
- Experience using NetSuite accounting software or similar ERP
- Bilingual, especially in Spanish
- Experience in a fast-paced and frequently changing environment
Essential Job Functions:
- 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
