Employment Type

Full Time

Job location

US – All

Date posted

July 26, 2022

Position

Billing Analyst

Description

Founded in 2014, Oktana is a custom software development company with a team of 350+ onshore and nearshore resources specializing in Salesforce technologies. We work with customers throughout the U.S. to help them implement and optimize Salesforce.

As a Billing Analyst, at the core, you will own the set-up, contracts and billing for Oktana customer engagements. You will also manage A/P for our U.S. team. But this role is so much more than that! You will keep our Sales and Customer Success teams moving smoothly, joining us at a key growth stage. You will be an important member of the team as we scale.

This is a remote position. You will collaborate with team members within the U.S. and across Latin America.

You are:

  • Extremely organized and detail-oriented
  • An analytical spreadsheet maven able to create pivot tables and VLOOKUP magic
  • Able to implement and communicate processes and policies, internally and externally, with an appropriate balance of friendliness, professionalism and empathy
  • Excited by a fast paced environment and always eager to improve things

You will be responsible for:

Contracts & Invoicing

  • Partner with Sales and Customer Success to set up and monitor customer contracts, statements of work and invoicing in line with compliance requirements
  • Partner with Resource Management to ensure team members understand how they should log their time within internal systems for a given project
  • Reconcile data within Oktana’s time entry system against data entered in third-party vendor management systems and partner with Account Management to resolve any variances
  • Process weekly & monthly invoicing in a timely, efficient and accurate manner
  • Prepare customer account reconciliations and assist in resolving invoicing issues
  • Work with extended team to compile quotes for potential projects

A/R & A/P

  • Complete monthly reconciliations of internal billing and cash remittance data; ensure cash received from third-party administrators is applied accurately to customer receivables
  • Review, research and reconcile complex transactions from various third-party systems such as Fieldglass, Workday and others
  • Assist with monitoring weekly Aging Receivables reports and resolve payment delays
  • Validate customer billable expense process and reporting
  • Manage U.S. vendor onboarding, A/P and cost optimization
  • Manage U.S. T&E
  • Periodically gather quotes and place orders for equipment purchases

Operations

  • Compile monthly, quarterly and annual financial reporting (balance statements, revenue forecasting, etc.)
  • Help improve overall process and templates used in your day-to-day operations
  • Manage document compliance across all systems and collect information for annual financial and compliance reviews and audits
  • Provide support in compiling offer letters and contracts
  • Contribute to U.S. payroll, onboarding and offboarding administration through Paychex

Qualifications

  • 3-5+ years experience in a similar role
  • Comfortable with Google Suite and Apple products
  • Bachelor’s degree in Accounting or related field

Bonus skills

  • Experience working with Salesforce
  • Experience working in a startup environment

Oktana is an equal opportunity employer. Oktana does not discriminate on the basis of sex, race, color, creed, national origin, marital status, age, religion, sexual orientation, gender identity, gender expression, veteran status, or disability.