OTC; Order To Cash) Lead - Finance

Overview

Position

Purpose:

Under the general supervision of the OTC Lead performs various OTC functions Contract Management (Exposure on MSA and SOW), Revenue Accounting, Billing, Client Reporting, OTC Reports.

• Works closely with the OTC Lead. Leads the billing workflow and task assignments encompassing the end-to-end Everise billing process.
• Ensure that all relevant data and reports are available in time to release final billings to customers.
• Reviews all billing related reports for accuracy ensuring proper supporting documents and approvals are in place.
• Liaises with various internal and external customers responding promptly to requests.
• Assists in the resolution of billing disputes & discrepancies.
• Maintain all customer account and reconciliation updated.
• Prepare account reconciliations and ad-hoc management reports as requested.
• Assists with month end closing and external/internal annual audits.
• Obtains a thorough understanding of the financial reporting: AR and Revenue, and its impact on the overall GL structure and systems.
• Assists with the implementation of internal controls within the OTC process which should be carried out properly and timely.
• Assists OTC Senior Manager with special projects and process improvements as assigned.

• Must have knowledge of general accounting procedures specifically those related to OTC (Order to Cash) and Revenue.
• Must be able to work accurately with frequent interruptions and ability to shift priorities when needed.
• Must have ability to discern deliverables with urgency meeting deadlines.
• Strong interpersonal and communication skills for interacting with both external and internal stakeholders.
• Strong analytical and problem-solving skills.
• Strong computer and business solutions software skills (exposure in Net Suite is a plus).
• Flexible to work on cyclical shift depending on work requirements and deliverables.
• Must be self- motivated and adaptable to change.
• Must be organized and pay attention to detail.
• Must use discretion, maintain customer confidentiality. High level of integrity.

• BS Accountancy
• Minimum of five years OTC experience in Shared Services environment
• Team Lead or Supervisory role experience is a plus