Senior Analyst PS Ops

  • Full-time

Company Description

Insightsoftware is a growing, dynamic software company that helps businesses achieve greater levels of financial intelligence across their organization with our world-class financial reporting solutions. At Insightsoftware, you will learn and grow in a fast-paced, supportive environment that will take your career to the next level. We are looking for future Insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team.

Job Description

What will you do?

  • Review pending billing reports and charges for accuracy before processing billings and invoicing.
  • Validate and update project billing and revenue recognition rules against contracts (e.g., Statements of Work) to ensure proper invoicing and revenue recognition.
  • Collaborate with Professional Services leaders, Operations and Accounting to accurately generate billing charges and proforma & Actual invoices from the Professional Services Automation (PSA) system.
  • Work with Professional Services leaders, Operations and Accounting to resolve issues with credit rebills, open charges, overage charges, open invoices, rejected invoices, and invoices not exported to NetSuite.
  • Assist Accounting in applying proper revenue recognition, validating sales tax on invoices and other accounting controls.
  • Deliver outstanding customer service to both internal and external customers.  
  • Ability to manage multiple projects and work on a tight timeframe.
  • The desire to work in a dynamic environment with changing reporting needs.
  • Analytical, organizational, and problem-solving skills; ability to proactively and independently resolve complex issues demonstrating technical aptitude.
  • The ability to effectively and adeptly communicate (verbally and in writing) with all levels of the organization.
  • Advanced-level proficiency in Microsoft Excel.
  • Flexibility to handle additional special projects as assigned
  • Team player, enjoys being part of a group, driven to add value to the position 

How will you do it?

  • Organization and Planning – Plan, organize, schedule, and execute in an efficient, productive manner; focus on key priorities 
  • Drive and Discipline – Operate in a fast-paced, dynamic environment with a focus on getting the job done 
  • Enthusiasm – Exhibit passion and excitement and embrace a can-do attitude 
  • Communication - Communicate effectively with internal teams and cross-functional partners, creating promoters at every touchpoint  
  • Teamwork - Work cross-functionally to achieve team and individual goals  
  • Attention to Detail - high-level attention to minute details to ensure accuracy
  • Perseverance - Demonstrate focus and commitment to solving complex issues through to completion.  

Qualifications

  • 5 plus years of billing experience, preferably for professional services
  • Finance graduate
  • Project Billing and/or Project Accounting experience preferred
  • NetSuite experience a plus
  • OpenAir/PSA (Professional Services Automation) experience a plus
  • Willingness to work in shifts

Additional Information

All your information will be kept confidential according to EEO guidelines.

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)