Invoicing Operations Analyst

The Invoicing Operations Analyst is responsible for managing and coordinating customer billing processes in an organization. This includes, but is not limited to, reconciliation of Sales Order / Customer Purchase Order / Invoice, coordination with order management and project management teams, and assistance resolving customer disputes.

The Invoicing Operations Analyst must maintain balance between corporate policy/procedures and customers’ needs. It includes providing an exceptional level of customer service to both internal and external stakeholders.

RESPONSIBILITIES

• Ensure the accurate and timely delivery of quality invoices in a format to facilitate prompt customer payment within negotiated payment terms.
• Ensuring that all system invoices, regardless of source (e.g., Order Management Module or Projects Module) adhere to the billing policy.
• Creating all types of customer invoices from Oracle leading to customer payment process.
• Performs milestone billing on Project Orders based on assigned portfolio
• Creating manual invoices, as necessary, to supersede system invoices in compliance with billing policy.
• Collaborating with Order Management and Project Management teams to understand and maintain customer billing specifications (via Smartsheet, SharePoint, or other technologies) to adhere to the billing policy.
• Submits customer invoices ensuring it reaches the customer via e-mail, customer portals or any other ways required by customers.
• Processes after-invoice adjustments in a prompt manner to avoid unnecessary credit hold to customers.
• Participates in conferences calls, meetings and discussions with customers.
• Assists the supervisor in identifying team opportunities and challenges. Provide sound recommendations to line leaders and/or stakeholders by translating, enhancing, and consolidating information into forms that can be used for decision making of the top management.
• Ensures Order-to-Cash processes are completed efficiently.
• Assists in identifying and implementing any process improvements related to order processing cycle.
• Performs any reporting activity or task assigned by immediate supervisor as needed, or in fulfillment of and in relation to essential functions
• Demonstrate Vertiv behaviors: (1) own it, (2) act with urgency, (3) foster a customer-first mindset, (4) think big and execute, (5) lead by example, (6) drive continuous improvement, and (7) learn and seek out development.

QUALIFICATIONS

Education:

Bachelor’s degree in Accounting, Finance, Economics, Business, or a related discipline

Work Experience:

3+ years of experience in customer service

1-2 years of experience within the finance function.

Worked in an international and culturally diverse organization.

Communication Skills:

Strong written and verbal communication skills in English and other languages depending on assigned country or region. Good communicator, confident in interacting with all levels of individuals across a variety of internal/external functions.

Analytical Skills:

The ability to analyze data and make informed decisions.

Exceptional attention to details.

Technical Skills:

Advanced experience with ERP financial applications (Oracle preferred).

Advanced in Microsoft Office Suite (Excell, Word, Outlook)

Teamwork and Collaboration:

Ability to work collaboratively with others and contribute to a positive team dynamic and results.

Leadership Skills:

N/A

Adaptability:

Excellent organizational skills and the ability to work on multiple tasks.

Ethical Judgment:

Demonstrated ethical decision-making and integrity.

Networking Skills:

The ability to build and maintain professional relationships with clients, colleagues, and other industry professionals.

#LI-VH2 #Invoicing #CustomerAccounts

Equal Opportunity Employer

We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability.

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