Invoicing Solutions Specialist I

GreatAmerica Financial Services • Cedar Rapids, IA

3d • Hybrid

About The Position

GreatAmerica Financial Services is seeking a motivated individual to join their Invoicing Solutions team. This role will focus on ownership of invoicing-related duties, serving as a system expert, problem-solver, and support for teammates. The primary responsibilities include processing manual invoices, handling invoice requests, setting up invoicing features, and providing general invoicing assistance to all business units. The position requires timely management of daily requests and communication flow with internal team members through various platforms, including processing Salesforce Work Orders, communicating necessary information, answering calls and emails, and managing the manual invoice worklist within applicable metrics. The specialist will also communicate invoicing concepts clearly, collaborate with team members to find solutions, establish working relationships with requestors, and demonstrate a basic understanding of GreatAmerica applications used in the invoicing process. Key tasks involve editing Invoicing Reports and features such as Asset Level Billing, Spreadsheet Invoicing, Period Covered, Current Only, and Consolidated Billing, as well as leveraging Microsoft Excel for spreadsheet-based invoices and reports, and editing existing Data Warehouse queries for invoice data. The role emphasizes a strong work ethic, clear communication, and accurate procedural completion.

Requirements

• Experience with Microsoft Office Products, primarily Word and Excel
• Ability to adapt to multiple situations and changing environments
• Ability to work in a fast-paced environment
• Solution driven
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.

Nice To Haves

• General understanding of queries, pivot tables and vlook up is preferred but not required
• A relevant degree and prior experience are valuable

Responsibilities

• Process Salesforce Work Orders from applicable queue, communicating needed information or questions to requestors, answering incoming calls and emails and managing the manual invoice worklist, resolving within applicable metrics
• Communicate invoicing concepts in simple language to establish understanding with team members and customers
• Collaborate with team members within GreatAmerica to identify appropriate solutions to meet Customer needs
• Establish working relationships with requestors to support collaboration and timely completion of tasks
• Demonstrate basic understanding of GreatAmerica applications used to complete the invoicing process
• Edit Invoicing Reports and features; Asset Level Billing, Spreadsheet Invoicing, Period Covered, Current Only and Consolidated Billing
• Leverage Microsoft Excel functionality including basic formulas and pivot tables to independently create and adjust spreadsheet-based invoices and reports
• Edit Existing Data Warehouse queries to obtain necessary invoice data for spreadsheet creation
• Demonstrate a strong work ethic and leads by example, inspiring others to do their best work
• Craft clear and friendly written and oral communications, including email, with an emphasis on maintaining a positive and professional tone reflective of GreatAmerica’s values
• Ensures all procedural steps are completed accurately

Benefits

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off
• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave
• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities
• Paid Parking
• Service Awards

What This Job Offers

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