OTC (Order To Cash) Lead - Finance

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.

Duties and Responsibilities:

  • 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.

Skills and Specifications:

  • 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 NetSuite 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.

Education:

  • BS Accountancy

  • Minimum of five years OTC experience in Shared Services environment

  • Team Lead or Supervisory role experience is a plus

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