Business Technology Specialist

Caterpillar•San Diego, CA

1d•Onsite

About The Position

The Business Technology Specialist serves as the functional lead for invoicing, tax, and finance-related enterprise applications, defining business requirements and functional specifications for ERP, tax, and invoicing platforms. The role collaborates with internal development teams, vendors, tax technology providers, and system integrators, and supports integrations across ERP, invoicing, tax, procurement, customer, and financial reporting systems. The position drives optimization of end-to-end Invoice-to-Cash processes, identifying opportunities for automation, touchless processing, improved transaction accuracy, more successful invoice delivery, efficient payment processing, and better customer experience. It partners with Accounts Receivable and Shared Services teams to address systemic process challenges. The specialist supports indirect tax, VAT, GST, sales tax, and electronic reporting requirements in collaboration with Corporate Tax. The role incorporates auditability, traceability, and control requirements into solution designs and leads compliance testing and validation for implementations and regulatory updates. The role leads requirements workshops, process reviews, and solution design sessions; develops business cases, process models, functional specifications, and implementation roadmaps; and manages business testing, user acceptance testing, defect resolution, and deployment readiness. It also supports global rollout, change management, training, and hypercare. The successful candidate will establish a scalable global invoicing framework, reduce risks related to international electronic invoicing mandates, improve automation and customer experience, promote regional standardization while accommodating country-specific requirements, enable deployment of global invoicing and tax technology, and serve as Solar's trusted enterprise applications subject matter expert for invoicing and tax compliance.

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 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.
Incorporate auditability, traceability, and control requirements into solution designs.
Lead compliance testing and validation 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.
Support global rollout, change management, training, and hypercare activities.
Establish a scalable global invoicing framework that supports business growth and regulatory compliance.
Drive standardization across regions while accommodating country-specific requirements.
Enable deployment of new global invoicing and tax technology capabilities.