Capital Order-to-Revenue Specialist

Morris Group, Inc. • Windsor, CT

6d • Onsite

About The Position

The Capital Order-to-Revenue Specialist reports to the Capital Order-to-Revenue Manager and independently manages assigned capital equipment orders throughout the order-to-revenue process, from customer order through procurement, invoicing, delivery, and installation. Using Microsoft Dynamics 365 Finance & Operations (D365 F&O), the Specialist accurately processes and maintains sales orders, purchase orders, customer and vendor invoices, costs, payment terms, and other transaction-related financial information.

The role works closely with customers, vendors, Sales, Accounting, and other internal departments to fulfill contractual obligations, maintain project timelines, resolve routine issues, and escalate significant risks or exceptions promptly while delivering a positive customer experience. This is an on-site position requiring attendance in the office five days per week, subject to applicable company policies and approved accommodation.

Requirements

• Two or more years of experience in order fulfillment, accounting, finance, order-to-revenue, or a related business function preferred.
• Experience using an ERP system to process sales orders, purchasing, invoicing, or other financial transactions.
• Working knowledge of accounting principles and transactional workflows, including the relationships among sales orders, purchasing, invoicing, costs, Accounts Receivable, Accounts Payable, and the General Ledger.
• Intermediate to advanced proficiency in Microsoft Office Suite, particularly Microsoft Excel.
• Strong analytical and problem-solving skills, including the ability to analyze financial and operational information and apply mathematics to resolve business issues.
• Strong attention to detail and commitment to maintaining accurate transactional and financial information.
• Ability to independently manage multiple orders, priorities, and deadlines and make sound decisions in a fast-paced environment.
• Excellent interpersonal skills and ability to establish and maintain effective working relationships with customers, vendors, Sales, Accounting, and other internal departments.
• Strong written and verbal communication, listening, organizational, and time-management skills.
• Working knowledge of contract terms and their operational and financial impact.
• Ability to attend the office five days per week, subject to applicable company policies and approved accommodation.
• Ability to access all areas of the premises, concentrate while prioritizing multiple tasks, sit for prolonged periods, frequently use hands and arms, and perform bending, twisting, stooping, reaching, and lifting of moderate-to-heavyweight material up to 50 pounds with assistance from equipment or other employees.
• Vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
• Ability to work responsibly and professionally in dynamic job sites that may involve tight timelines, changing priorities, and interaction with customers and team members.

Nice To Haves

• Bachelor’s degree in business administration, Accounting, Finance, or a related field, or equivalent experience.
• Microsoft Dynamics 365 Finance & Operations (D365 F&O) experience.

Responsibilities

• Maintain a customer-first mindset and support a positive customer experience throughout the order-to-revenue process.
• Manage assigned capital equipment transactions throughout the order-to-revenue lifecycle, coordinating activities and deadlines from customer order through procurement, invoicing, delivery, and installation.
• Create, process, and maintain sales orders, purchase orders, payment terms, costs, and related transactional and financial information in Microsoft Dynamics 365 Finance & Operations (D365 F&O).
• Maintain complete and accurate transaction records, including customer and vendor purchase orders, correspondence, amendments, changes or deviations, clarifications, payment schedules, and supporting documentation.
• Manage project schedules and milestones to meet projected delivery and installation dates and fulfill customer and vendor commitments.
• Procure machines, accessories, and related items in accordance with approval procedures, coordinating vendor requirements, payments, and deadlines while meeting contractual and business requirements.
• Generate and issue customer invoices accurately and on time in accordance with contract terms, payment schedules, and financial procedures.
• Review and process vendor invoices against purchase orders and supporting documentation, resolve discrepancies, and submit approved invoices to Accounts Payable for timely payment.
• Apply working knowledge of accounting principles and transactional processes, including Accounts Receivable, Accounts Payable, invoicing, costs, and General Ledger impacts.
• Identify, document, and communicate risks involving deadlines, payment terms, costs, invoicing, and contract requirements; resolve routine issues and escalate significant exceptions or unresolved issues to the Capital Order-to-Revenue Manager.
• Communicate project status and coordinate day-to-day follow-through with customers, vendors, Sales, Accounting, and other internal departments.
• Support continuous improvement of order-to-revenue processes and D365 F&O workflows by identifying issues, participating in testing and training, and providing feedback on system and process enhancements.
• Adhere to company policies, procedures, and business ethics codes.
• Perform related duties as required.

Benefits

• Competitive starting salary.
• Market-competitive comprehensive health benefits, including a zero-premium medical plan offering, vision, dental, and company-paid life insurance.
• Three or more weeks of vacation to start.
• Ten company-paid holidays.
• 401(k) retirement plan with company contribution.
• Tuition reimbursement.
• Employee appreciation events and perks.
• Employee Assistance Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed