Order to Cash Finance Analyst

Finance Analyst
- Order To Cash

The Finance Analyst – Order to Cash (O2C) supports day-to-day financial operations across the O2C lifecycle, including accounts receivable, cash application, invoicing, new account setup, sales tax exemption processing, dispute management support, and reporting. This role is well suited for an early ‑ career finance professional who can work independently after receiving clear direction and defined expectations.

This position supports cash flow, maintains accurate customer accounts, and identifies trends through both traditional data analysis and AI-powered insights. The ideal candidate is organized, detail-oriented, analytical, and committed to applying AI-forward thinking to improve processes and decision-making.

Support the end-to-end O2C process, including billing, accounts receivable, cash application, and account maintenance

Monitor accounts receivable aging, unapplied cash, overdue balances, and dispute activity

Partner with internal teams (Sales, Customer Service, Credit, Collections, IT) to research and help resolve billing or payment issues

Assist with invoice corrections, account investigations, and customer inquiries as needed

Prepare and maintain standard Excel-based reports and dashboards to track KPIs such as DSO, past-due balances, dispute volumes, and cash activity

Perform basic variance, trend, and root-cause analysis related to billing accuracy, collections results, and account activity

Support month-end close tasks related to accounts receivable, including reconciliations, reporting, and documentation

Identify recurring issues or inefficiencies and provide data-driven observations to support process improvements

Assist with continuous improvement initiatives aimed at reducing DSO, improving cash application accuracy, and minimizing billing errors

Help document O2C processes, standard operating procedures, and control steps

Follow established SOX controls, internal policies, and accounting procedures

Bachelor's degree in Finance, Accounting, Business, Economics, or a related field

2-4 years of experience in Finance, Accounting, or Order to Cash–related roles

Foundational understanding of accounts receivable, billing, and cash application concepts

Strong Microsoft Excel skills, including:

Pivot Tables

Lookup formulas (XLOOKUP or VLOOKUP)

SUMIFS, IF statements, and basic data validation

Strong attention to detail with the ability to analyze data accurately

Ability to follow established processes and independently manage assigned tasks and projects once expectations are defined

Comfortable working with large data sets and summarizing findings clearly

SAP Experience (ECC or S/4)

Experience with reporting or visualization tools (Power BI, Tableau, or similar)

Introductory knowledge of revenue recognition or internal controls

Experience in a shared services, finance operations, or customer accounting environment

Strong analytical and problem-solving skills

Ability to manage priorities and meet deadlines in a structured, fast-paced environment

Clear written and verbal communication skills

High level of organization and accuracy

Willingness to learn, ask questions, and continuously enhance Order-to-Cash processes by developing and applying AI-driven tools and insights.