Financial Svcs Analyst

Financial Service Analyst

The Financial Service Analyst will support 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 you'll work out of our Mason, OH location on a hybrid work schedule.

KEY RESPONSIBILITIES

• Manage daily invoicing in timely manner
• Ensure invoice delivery is accurate to the defined methods
  • Print and email to customers
  • Upload into portals
• Ability to 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 adhoc reports (Customer contacts, delivery methods, etc.)
• Process Improvement Skills
• Six Sigma Methodology
• Strong written and oral communication skills