NMI ยท 1 day ago
Senior Analyst, Order to Cash Operations
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Financial Services
No H1B
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Responsibilities
Process and validate sales orders, ensuring accuracy and compliance with company policies.
Coordinate with sales, finance, and logistics teams to ensure timely order fulfillment.
Monitor and resolve order discrepancies, delays, and other issues.
Participate in regular meetings with sales leadership to discuss deal pipeline, challenges, and opportunities
Generate and distribute invoices in a timely manner.
Ensure accuracy in billing, pricing, and customer data.
Address and resolve billing inquiries from customers and internal stakeholders.
Monitor accounts receivable and follow up on overdue accounts.
Implement collection strategies to minimize aged receivables.
Work with customers to resolve payment issues and negotiate payment terms when necessary.
Manage the deal approval process, ensuring timely and accurate review by relevant stakeholders.
Ensure contracts comply with company policies, financial guidelines, and legal requirements.
Analyze contract terms and conditions, identifying potential risks or issues.
Evaluate custom pricing requests and escalate for approval as necessary.
Provide feedback and recommendations for contract amendments or adjustments.
Participate in cross-functional projects aimed at enhancing system capabilities and process workflows.
Identify opportunities for automation within the O2C process and collaborate with IT and process improvement teams to implement RPA solutions.
Develop and maintain documentation of O2C processes, policies, and procedures.
Generate regular and ad-hoc reports on O2C metrics, including order volumes, DSO (Days Sales Outstanding), and collections performance.
Analyze data to identify trends, opportunities, and areas for improvement.
Present findings and recommendations to management.
Qualification
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Required
Bachelor's degree in Accounting, Finance, or related field.
3+ years of experience in Order to Cash operations, with a focus on billing and collections.
Proficiency in Netsuite or similar ERP systems.
Strong analytical skills with the ability to interpret data and make informed decisions.
Proven track record of driving process improvements and implementing best practices.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Self-motivated and able to thrive in a fast-paced, dynamic environment.
Experience with Robotic Process Automation (RPA) tools (e.g., UiPath, Automation Anywhere, Blue Prism) is required.
Proficient in Microsoft Excel, Google Sheets, and other office products.
Preferred
Experience with contract review, deal desk operations, or sales order management is preferred.
Experience in Salesforce or similar CRM tools is a plus.
Experience leading projects/programs is a plus.
Benefits
Health, Dental and Vision Insurance
Flex PTO
13 Paid Holidays
Company volunteer days