Help manage the day-to-day execution of invoicing operations to ensure accuracy, timeliness, and compliance with client contracts.
Mentor and support teammates by providing guidance, troubleshooting assistance, and peer training.
Partner with the team manager to support onboarding and cross-training efforts, including documenting and sharing process knowledge.
Assist in prioritizing team workload and flag potential bottlenecks or resourcing gaps.
Help foster a positive and collaborative team culture by encouraging open communication and continuous learning.
Participate in team meetings, help drive engagement, and contribute to knowledge sharing across the group.
Step in to assist with invoice preparation and submission during peak periods or complex scenarios.
Serve as a go-to resource and subject matter expert (SME) for invoicing processes, tools, and best practices.
Identify and escalate workflow challenges or recurring issues to the Manager, proposing solutions and process enhancements.
Track operational metrics and KPIs to support reporting and continuous improvement initiatives.
Coordinate or lead small-scale projects to enhance invoicing workflows, system automation, or team training.
Support weekly and monthly net revenue checks by reviewing invoice data, ensuring accuracy in revenue recognition, and collaborating with Finance to confirm alignment with reporting timelines.
Facilitate communication and alignment between the Invoicing Operations team and key stakeholders.

Bachelor’s degree in Finance, Business Administration, or equivalent work experience.
4+ years of experience in invoicing, accounting, or financial operations.
Hands-on experience submitting invoices into third-party systems such as OpenInvoice, Cortex, ARIBA, Fieldglass, or Pro-Unlimited/Wand.
Proficient in NetSuite or a comparable ERP system (Open Invoice, Field Glass, etc)
Solid knowledge of Generally Accepted Accounting Principles (GAAP).
Exceptional verbal and written communication skills, with the ability to clearly present complex information to diverse audiences.
Advanced proficiency in Microsoft Excel and G-Suite applications.
Demonstrated problem-solving skills with a proactive, solutions-oriented mindset.

Lead, Accounts Receivable Operations

Key skills