Senior Specialist, Invoicing

Senior Specialist, Invoice Operations participates in the in-house and outsourced high-volume day-to-day invoicing operations and demonstrates business acumen to lead the team. This position creates and submits invoices for non-standard process and strategic customers. The Senior Specialist, Invoice Operations, communicates with customers, vendors, and sales to resolve invoice issues. This position supports month, quarter, and year-end reporting requests from the accounting team.
Why Join Us?
Joining the invoicing team at Workrise offers an opportunity to be part of a passionate group focused on continuous growth and improvement. We believe in teamwork (and having fun!). We foster a supportive environment through friendly competitions and team-building. In our roles, we believe that strong client relationships are the foundation of our success and broaden our perspectives.
What you'll be doing:

• Data and Client Support:
  • Create and audit invoice import file data for accuracy for non-standard process and complex strategic customers. Confirm all data against supporting documentation. Make all necessary adjustments to invoice data per client requirements.
  • Submit invoices for approval and payment via email and 3rd party portals.
  • Resubmit invoices and issue credit-memos as necessary.
  • Capture and manage change requests for Customer transaction requirements to ensure minimal disruption to Workrise's invoicing cycle.
  • Initiate cross-functional collaboration with partners in sales, operations and product to gather and support customer invoice requirements.
  • Independently address invoice questions and issues from clients and resolve escalations from the team.
  • Lead meetings with internal and external customers to resolve escalated issues, including
  • change requests.
  • Reconcile 3rd party portal systems to confirm invoice submission and acceptance.
• General Process Support:
  • Conceive and update report templates to present invoice accuracy results and recommendations.
  • Identify, recommend, and lead initiatives for improvement in day-to-day invoicing tasks; such as automating queries, filters, macros, and reports.
  • Identify, recommend, and lead process improvement initiatives related to: training, customization and automation to maximize value and efficiency of the invoice system and internal invoicing tools.
  • Champion new processes and provide coaching to the team.
  • Support monthly financial close process with reconciliations and other tasks.
• Business Trends and Mentoring:
  • Stay abreast of current and emerging industry trends and best practices in the marketplace, especially in areas of Accounting, general finance, invoice operations, and the energy industry.
  • Make data-driven recommendations to management regarding processes, observations, etc. to increase Workrise's competitiveness in the marketplace.
  • Leverage reporting tools to improve invoicing insights and trending visibility for business partners.
  • Provide coaching and mentorship to peers.
  • Utilize business acumen to advise and educate team-mates and cross-functional partners.
  • Provide process training to new hires

Experience and Education Requirements:

• Bachelor's degree in Finance, Business Administration or equivalent work experience
• 5+ years experience in invoicing or accounting
• Experience submitting invoices into third-party systems (Open Invoice, Cortex, ARIBA, Fieldglass, Pro-Unlimited/Wand,
• etc.)
• Experience using NetSuite accounting software or similar ERP
• Knowledge of GAAP
• Exceptional verbal and written communication skills
• Advanced Excel and G-Suite
• Experience in workflow automation, Power Automate, Python, or similar
• Demonstrated problem-solving skills
• Proven ability to complete and communicate analysis and findings
• Exceptional attention to detail with pride for executional excellence
• Ability to stay calm under pressure and handle high volumes of transactions in a given day
• Must be capable of prioritizing daily workloads, knowing which issue to tackle next based on the urgency of the task
• Customer-centric mindset and proficiency in communicating effectively with customers and internal colleagues alike
• Team player who is always willing to pitch in and lend a hand as needed

Additional experience preferred, but not required:

• Bachelor's degree in Finance, Business Administration
• Bilingual, especially in Spanish
• Experience in a fast-paced and frequently changing environment

Essential Job Functions:

• 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