Analyst, Invoicing Operations (Hybrid)

Workrise is hiring an AR Invoicing Operations Analyst responsible for ensuring accurate & timely invoicing and reporting. Our ideal candidate for this role will be someone who has a strong understanding of data management, process improvement, and operational controls. This role will be exempt and report to the Director, Invoicing Operations.

Why Join Us? Our Financial Operations team at Workrise is on a mission to drive efficiency and accuracy in our financial processes. We are looking for a dedicated and detail-oriented analyst to join our team and contribute to the success of our invoicing department. If you are passionate about finance, thrive in a fast-paced environment, and are eager to make a meaningful impact, this role is perfect for you.

• Analyze and improve the end-to-end AR process, from contract setup to cash received
• Create, measure, and report on key AR metrics 
• Maintain and document relevant policies and procedures, build process flow maps that tie back to standard operating procedures (SOP) 
• Collaborate with all cross-functional teams (Payroll, Collections, Cash Applications, Client Onboarding, Legal, Project Managers, etc.) to ensure the accuracy of our revenue
• Build collaborative relationships with internal and external customers to enhance the workrise experience with invoice dispute resolution, fulfillment, and contractual inquiries/challenges
• Partner with Accounting and other operational counterparts ensuring that efficient processes are aligned including month-end close tasks such as revenue reconciliation.
• Drive process improvements that build invoicing controls, automate repetitive tasks and increase our overall ability to scale
• Reconcile fees and investigate discrepancies as needed
• Assist with invoice adjustments, invoice submissions, stalled follow-ups, dispute resolution, and cross-functional problem-solving.
• Collaborate with team to plan, modify, and customize systems and test new application(s) and features including coordination of UAT of invoicing-related changes and enhancements to the invoicing system.
• Make data-driven recommendations to management regarding processes, observations, etc. to increase Workrise’s competitiveness in the marketplace
• Provide support and collaborate with others on the team, sharing insights, knowledge, and experience.

• Bachelor’s degree in business administration, finance or other relevant field or equivalent work experience
• 5+ years general professional experience 
• Experience using NetSuite accounting software or similar ERP
• Excellent verbal and written communication skills
• Knowledge of GAAP
• Advanced knowledge with Excel and G-Suite
• Demonstrated problem solving skills
• Ability to complete and communicate analysis and findings
• Exceptional attention to detail with a pride for executional excellence
• Team player that is always willing to pitch in and lend a hand as needed.

• Experience in Invoicing, Accounting or related field
• Bilingual, especially in Spanish
• Experience in a fast-paced and frequently changing environment

• Regular, on-time attendance
• Ability to travel 5% of the time
• Ability to communicate effectively
• Ability to use office equipment such as a computer, copier and telephone
• Ability to use office computer programs such as e-mail, Google Docs, Microsoft Word, PowerPoint and Excel
• Occasionally remain in a stationary position, often standing or sitting for prolonged periods