Record to Report CRM Analyst

Roche fosters diversity, equity and inclusion, representing the communities we serve. When dealing with healthcare on a global scale, diversity is an essential ingredient to success. We believe that inclusion is key to understanding people’s varied healthcare needs. Together, we embrace individuality and share a passion for exceptional care. Join Roche, where every voice matters.

The Position

We advance science so that we all have more time with the people we love.

The Opportunity:

Roche Services Americas, a Roche Shared Services Center, provides Finance and Procurement services across numerous countries in the Americas region. The AR Record to Report CRM Analyst position, based in San José, Costa Rica, reports to the Cluster Section Lead CRM NALA. In this role, you will be responsible for executing AR operational activities for the Americas SSC in Costa Rica.

Responsibilities:

• Have a deep knowledge of accounts receivable daily tasks and processes, including process flows and systems

• Propose and coordinate process and system improvements

• Close communication to global organizations sharing best practices with the team and following through implementations

• Be able to organize tasks and workload with limited direction

• Follow the instructions regarding the daily work coordination

Accountabilities:

Coordinate and perform complete, stringent and timely financial tasks including but not limited to:

• Reconciliation of bank accounts

• Posting and reconciling of AR transactions

• Cash application

• Clearing of AR and bank suspense accounts

• Creation of Customer Manual Invoice

• Manual corrections

• Customer Credit Analysis

• Maintenance of customer credit Master Data

• Dispute Management

• Handling incoming calls and emails in a timely manner

• Participate in projects as the technical expert of AR processes sharing and discussing AS IS processes

• Coordinate and support resolution of gaps found during projects implementation

• Coordinate and support tests and documentation when participating in projects

• Seek for cross communication aiming resolution of issues

• Provide help to team members in need of assistance due to workload or lack of expertise issues

• Foster team environment

• Support free flow of communication/information within team

• Display high integrity on the job and comply with the Roche guidelines.

• Perform various assignments in flexible manner as business needs warrant (including cross-geographic or cross-functional tasks that might arise as business evolves)

• Actively participate in workshops, meetings and work-related team events.
   

Who You Are:

• Bachelor’s degree in accounting, finance, or related area with 4+ years' experience.

• A solid understanding of accounting and AR processes. 

• Knowledge of applications in a computerized environment, including spreadsheets applications, and databases (e.g. Excel, PowerPoint, Word, G-Suite, etc.)

• Knowledge of Finance Shared Services and operational accounting processes and related technology systems (e.g.. SAP, BlackLine, SNOW etc.) is desired. SAP experience highly preferred

• Strong ability to prioritize and organize work effectively, adhere to tight and established deadlines

• Effective written and verbal communication skills with a focus on customer service.

• Ability to perform work with limited direction and guidance.

• Ability to prioritize effectively and multitask, meet all deadlines and manage up.

• Works well with others and follows through to execute all tasks.

• Language: English & Spanish required, Portuguese is a plus.

Relocation benefits are not available for this job posting.

Who we are

At Roche, more than 100,000 people across 100 countries are pushing back the frontiers of healthcare. Working together, we’ve become one of the world’s leading research-focused healthcare groups. Our success is built on innovation, curiosity and diversity.

The Roche Services & Solutions as well as People Support Solutions organisations located in San Jose provide end-to-end business solutions for Finance, Procurement, IT, Communications, People & Culture (Human Resources) and beyond to our Roche colleagues across the Americas region. Today Roche employs altogether around 800 employees in Costa Rica.