Senior Associate, Invoicing

Job Posted 5 Days Ago Posted 5 Days Ago
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Remote
Junior
Information Technology • Professional Services • Software • Energy
We are changing how biggest players in energy find, evaluate, purchase from, and manage their vendors.
The Role
The Senior Associate, Invoicing is responsible for high-volume day-to-day invoicing operations, including creating and submitting invoices, resolving client issues, and supporting financial reporting. This role involves data management, process improvement, and staying updated on trends in accounting and finance.
Summary Generated by Built In

Associate, Invoice Operations supports in-house and outsourced high-volume day-to-day invoicing operations. This position is responsible for the creation and submission of invoices for a moderate volume of standard process customers. The Senior Associate, Invoice Operations communicates with customers to help resolve issues regarding invoices. 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. 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.
    • Maintain a solid understanding of customer invoice requirements.
    • Address invoice questions and issues from clients, escalating issues as necessary.
    • Reconcile 3rd party portal systems to confirm invoice submission and acceptance.
  • General Process Support:
    • Complete report templates and present findings regarding invoice accuracy at the client level.
    • Consider and suggest areas for improvement in day-to-day invoicing tasks; such as automating queries, filters, macros, and reports.
    • Assist as necessary for process improvement initiatives to maximize value and efficiency of the invoice system and internal invoicing tools.
    • 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.


Experience and Education Requirements:

  • Bachelor's degree in Finance, Business Administration or equivalent work experience
  • 2+ years experience in invoice processing or accounting
  • Experience submitting invoices into third party systems (Open Invoice, Cortex, ARIBA, Fieldglass, Pro-Unlimited/Wand, etc.)
  • Knowledge of Excel and G-Suite
  • Excellent verbal and written communication skills
  • Familiar with GAAP
  • 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.


Additional experience preferred, but not required:

  • Bachelor's degree in Finance, Business Administration
  • Experience using NetSuite accounting software or similar ERP
  • 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

Top Skills

Ariba
Cortex
Excel
Fieldglass
Google Suite
NetSuite
Open Invoice
Pro-Unlimited/Wand

What the Team is Saying

Person1
Mon
Sr. Analyst, Payments & Payroll
“Workrise allows me to take ownership, collaborate, and take on new challenges. May is Asian American and Pacific Islander Heritage Month, and I’m proud to be part R.I.S.E. to celebrate my Cambodian heritage and embrace my culture. support at Workrise inspires me to be proud who I am, where I’m from, and what makes me…me.“
Mon
Lizz
Logan
Ravanpreet
Chandhini
Chanel
Rae
Luisa
Collin
Ryan
Sam
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The Company
Austin, TX
240 Employees
Hybrid Workplace
Year Founded: 2014

What We Do

Workrise is source-to-pay solution built for energy. By combining purpose-built software with expert teams, we empower world’s leading energy companies and their suppliers to work better together.

Why Work With Us

Workrise ensures every employee has opportunity to learn and grow. Our team is innovative and nimble, and when a challenge presents itself, we work to find game-changing solutions. We foster a fun, transparent, and collaborative environment—work is better when you enjoy what you do.

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Workrise Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
Austin, TX
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