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)