Invoicing Solutions Specialist I

GreatAmerica • Cedar Rapids, IA

1d • Hybrid

About The Position

GreatAmerica Financial Services is seeking a key member for their Invoicing Solutions team. This role involves ownership of invoicing-related duties and serving as a system expert 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 specialist will manage daily request and communication flow, process Salesforce Work Orders, communicate necessary information, answer calls and emails, manage the manual invoice worklist, and resolve issues within metrics. The role also requires communicating invoicing concepts clearly, collaborating with team members to find solutions, establishing working relationships with requestors, and demonstrating a basic understanding of GreatAmerica applications used in the invoicing process. Additionally, the specialist will edit invoicing reports and features such as Asset Level Billing, Spreadsheet Invoicing, Period Covered, Current Only, and Consolidated Billing. They will also leverage Microsoft Excel for spreadsheet-based invoices and reports, including basic formulas and pivot tables, and edit existing Data Warehouse queries for invoice data. The role demands a strong work ethic, clear and friendly communication, and accurate completion of all procedural steps.

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.

Responsibilities

• Process manual invoices.
• Process invoice requests.
• Set up invoicing features.
• Provide general invoicing assistance to all business units.
• Manage the daily request and communication flow with internal team members.
• Process Salesforce Work Orders from applicable queues.
• Communicate needed information or questions to requestors.
• Answer incoming calls and emails.
• Manage the manual invoice worklist and resolve issues 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.
• 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 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