Invoicing Solutions Specialist I

Invoicing Solutions Specialist I

Great America Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We Are Looking to Add a Key Member to Our Invoicing Solutions Team!

Ownership of invoicing related duties. This position will serve as a go to for teammates for system expertise, problem solving, assisting, and completing requests. The primary responsibilities of the Invoicing Solution Specialist I position will consist of processing manual invoices, processing invoice requests, setting up invoicing features and providing general invoicing assistance to all business units.

As an Invoicing Solutions Specialist, you will:

Primary individual to timely manage the daily request and communication flow with internal team members through various platforms including but not limited to:

• Processing Salesforce Work Orders from applicable queue, communicating needed information or questions to requestors, answering incoming calls and emails and managing the manual invoice worklist, resolving within applicable metrics
• Communicate invoicing concepts in simple language to establish understanding with team members and customers
• Collaborate with team members within Great America to identify appropriate solutions to meet Customer needs
• Establish working relationships with requestors to support collaboration and timely completion of tasks
• Demonstrate basic understanding of Great America applications used to complete the invoicing process
• Edit Invoicing Reports and features;
  Asset Level Billing, Spreadsheet Invoicing, Period Covered, Current Only and Consolidated Billing
• Leverage Microsoft Excel functionality including basic formulas and pivot tables to independently create and adjust spreadsheet-based invoices and reports
• Edit Existing Data Warehouse queries to obtain necessary invoice data for spreadsheet creation
• Demonstrate a strong work ethic and leads by example, inspiring others to do their best work
• Craft clear and friendly written and oral communications, including email, with an emphasis on maintaining a positive and professional tone reflective of Great America's values
• Ensures all procedural steps are completed accurately

To be successful in this role you will need:

Education and Experience

• We welcome a range of educational backgrounds and levels of experience in this role
• While a relevant degree and prior experience are valuable, we also value individuals who are open to learning and expanding their skills

Computer Skills

• Experience with Microsoft Office Products, primarily Word and Excel. General understanding of queries, pivot tables and vlook up is preferred but not required

Other Requirements

• Ability to adapt to multiple situations and changing environments
• Ability to work in a fast-paced environment
• Solution driven

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial Benefits

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, and Family Planning Benefits

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education and Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role.