Business Technology Specialist

Solar Turbines•San Diego, CA

2d•$120,600 - $180,900•Onsite

About The Position

The Business Technology Specialist serves as the functional lead for invoicing, tax, and finance-related enterprise applications at Caterpillar. The role defines business requirements and functional specifications, supports integrations across ERP, invoicing, tax, procurement, customer, and financial reporting systems, and collaborates with internal development teams, vendors, tax technology providers, and system integrators. The position drives optimization of end-to-end Invoice-to-Cash processes, including automation, touchless processing, transaction accuracy, invoice delivery, payment processing, and customer experience. It partners with Accounts Receivable and Shared Services to address systemic process challenges and supports indirect tax, VAT, GST, sales tax, and electronic reporting requirements. The role works with Corporate Tax to assess regulatory changes and system impacts and ensures auditability, traceability, and control requirements are reflected in solution designs. The specialist leads requirements workshops, process reviews, solution design, testing, defect resolution, and deployment readiness. The role also supports global rollouts, change management, training, and hypercare. Success involves establishing a scalable global invoicing framework, reducing compliance risks, improving processing efficiency and customer experience, standardizing processes across regions while accommodating country-specific requirements, and enabling deployment of global invoicing and tax technology capabilities. The position is onsite five days a week.

Requirements

Bachelor's degree in Information Systems, Business, Finance, Accounting, Computer Science, or a related discipline.
8+ years of experience in enterprise applications, finance systems, invoicing, tax, or business analysis roles.
5+ years of experience with INFOR ERP LN 10.7.
Demonstrated experience implementing or supporting electronic invoicing solutions.
Strong knowledge of Invoice-to-Cash business processes.
Experience gathering business requirements and translating them into system solutions.
Experience leading cross-functional and globally dispersed project teams.
Strong analytical, communication, facilitation, and stakeholder management skills.

Nice To Haves

Experience supporting global electronic invoicing platforms and service providers.
Experience with Infor Cloud Solutions (ION, LSP).
Experience with Vertex.
Experience with OneStream.
Experience with EDI and customer integration platforms.
Knowledge of international invoicing and indirect tax regulations.
Experience supporting manufacturing, industrial, or multinational organizations.
Experience with SAFe, Agile, or equivalent methodologies.

Responsibilities

Serve as the functional lead for invoicing, tax, and finance-related enterprise applications.
Define business requirements and functional specifications for ERP, tax, and invoicing platforms.
Collaborate with internal development teams, vendors, tax technology providers, and system integrators.
Support integrations between ERP, invoicing, tax, procurement, customer, and financial reporting systems.
Drive optimization of end-to-end Invoice-to-Cash processes.
Identify opportunities for automation, touchless processing, and improved transaction accuracy.
Improve invoice delivery success rates, payment processing efficiency, and customer experience.
Partner with Accounts Receivable and Shared Services teams to resolve systemic process challenges.
Support indirect tax, VAT, GST, sales tax, and electronic reporting requirements.
Collaborate with Corporate Tax to evaluate regulatory changes and assess system impacts.
Ensure auditability, traceability, and control requirements are incorporated into solution designs.
Lead compliance testing and validation activities for new implementations and regulatory updates.
Lead requirements workshops, process reviews, and solution design sessions.
Develop business cases, process models, functional specifications, and implementation roadmaps.
Manage business testing, user acceptance testing, defect resolution, and deployment readiness activities.
Support global rollout, change management, training, and hypercare activities.
Establish a scalable global invoicing framework that supports business growth and regulatory compliance.
Reduce compliance risks associated with international electronic invoicing mandates.
Drive standardization across regions while accommodating country-specific requirements.
Serve as Solar's trusted enterprise applications subject matter expert for invoicing and tax compliance.