Senior Specialist, Invoicing

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

Learn more about how Workrise is equipping everyone in the energy ecosystem to operate with greater speed and efficiency at workrise.com.

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
• 7+ 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
• 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