Financial Services Analyst

The Financial Service Analyst supports the financial team by processing and delivering invoices via several methods to support projects invoicing in accordance with our contracts and service agreements. This role requires understanding contract payment terms, communicating with our project managers and other departments within the company as well as customer interaction via email/phone. The position will also have responsibility for other invoicing processes and ad hoc assignments.

The applicant must display a positive and proactive attitude, strong organizational skills, and the ability to prioritize. The ideal candidate will utilize critical thinking skills to identify issues; work independently and as a team member; have knowledge and understanding of sales taxes; and take the initiative to suggest process improvements.

You will report directly to our leadership team and will work out of our Mason, OH location on a hybrid work schedule.

• Manage daily invoicing in a timely manner
• Ensure invoice delivery is accurate to the defined methods
  • Print and email to customers
  • Upload into portals
• Work across functions (Internal Order team, Collections, Project Managers)
• Drive continuous process improvements
• Assist in Project Charter for digital portal methods
• Maintain project schedules in CORA/ERP
• Project Billings
  • Project Milestones
• Generate ad-hoc reports (Customer contacts, delivery methods, etc.)
• Process Improvement Skills
• Six Sigma Methodology
• Strong written and oral communication skills

• 1+ years working in Finance Billing Experience
• Advanced in Microsoft Excel
• Associate degree or above preferred
• Project/Parts based billing experience
• Sales tax familiarity
• Contract knowledge
• Solid Oracle ERP experience
• Proficient knowledge of Excel
• Strong interpersonal skills, ability to multi-task and prioritize
• Excellent communication, problem solving, and organizational skills
• Detail oriented