Accounting, Finance & Risk Analyst - Hybrid (Houston TX) R0052455

Wolters Kluwer•Houston, TX

28d•Hybrid

About The Position

The Accounting, Finance & Risk Analyst for the Wolters Kluwer Compliance Solutions business unit is a subject matter expert who partners closely with and whose opinion, advice and direction is sought by Finance, Sales, Collections, Cash Processing and Client Services to resolve billing discrepancies, work with GBS to recognize revenue faster and find ways to eliminate manual processes. Primary responsibilities include resolving billing discrepancies by identifying solutions to complex issues and completing Root Cause Analyses ( RCA ), working with Internal Controls to ensure compliance with WK policies and procedures and assisting with audits, and leading efforts to streamline processes to eliminate manual processing. This role requires a comprehensive learning of client invoicing through platforms such as MS Dynamics AX, NetSuite, or SAP S/4HANA. The candidate will be adept at analyzing and overseeing invoice delivery processes to enhance efficiency and independently address and resolve any arising issues. Activities include gaining and maintaining an expert knowledge of Compliance Solutions, Lien Solutions products and services, content and processes; developing and maintaining reference documentation such as Invoicing policies and procedures; analysis and reporting such as dashboards displaying progress versus SLA requirements; Assist with user acceptance testing and quality assurance for projects and defect fixes. Represents Wolters Kluwer within the industry.

Requirements

Must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Education : Bachelor’s degree in Computer Science , Accounting or Finance, Business, or a related discipline
Mapping information gathered into visual illustrations (e.g., diagrams, charts, graphics)
Solving complex and conflicting problems
Independently participating in multiple concurrent projects
Meeting aggressive deadlines
Utilizing highly developed communication skills, including both excellent verbal skills and the ability to develop and deliver demonstrations and presentations to audiences of all levels
Working collaboratively with individuals at all levels of an organization, including executives
Taking initiative by recognizing and capitalizing on opportunities
Functioning as an integral part of a team

Nice To Haves

Develop and maintain custom scripts (e.g., SQL, Python, or automation scripts) to support business needs
Proficiency in accounting software and tools, such as Excel or ERP systems
Finance and Accounting terminology preferred
Customer service principles and processes
Self-motivated with excellent organizational skills
Strong analysis, reporting and process improvement skills
Strong interpersonal skills to influence, motivate, persuade, mentor and train various groups or individuals

Responsibilities

Resolving billing discrepancies by identifying solutions to complex issues and completing Root Cause Analyses ( RCA )
Working with Internal Controls to ensure compliance with WK policies and procedures and assisting with audits
Leading efforts to streamline processes to eliminate manual processing
Analyzing and overseeing invoice delivery processes to enhance efficiency and independently address and resolve any arising issues
Gaining and maintaining an expert knowledge of Compliance Solutions, Lien Solutions products and services, content and processes
Developing and maintaining reference documentation such as Invoicing policies and procedures
Analysis and reporting such as dashboards displaying progress versus SLA requirements
Assist with user acceptance testing and quality assurance for projects and defect fixes
Collaborate with internal teams, such as IT, finance, accounts receivable, collections and customer service, to address billing inquiries.
Review and analyze invoices for accuracy, completeness, and compliance with company policies.
Review workflows to determine efficiencies to eliminate manual processing and work with WKLS teams to implement.
Ensure the accuracy and completeness of customer information, including contact details and account information.
Process requests for updates to customer information promptly and efficiently.
Monitor and ensure compliance with data protection regulations and company policies.
Work directly with clients to resolve issues in a timely manner to enhance the customer experience.
Conducts UAT and quality assurance for projects and defect fixes.
Support system upgrades or migrations that involve customer record management.
Behaving in ways that demonstrate corporate core values and culture; developing professional and positive relationships with customers and colleagues; and maintaining a reputation of competence, integrity and professionalism.
Develops and maintains collaborative relationships with internal resources, potential business partners, customers, professional associations, industry groups, and market research firms.
Performs other duties as requested by Supervisor