OTC

Everise•McGregor, TX

About The Position

The OTC role leads billing workflow and task assignments across Everise’s end-to-end billing process, working closely with the OTC Senior Manager. The position ensures that the data and reports needed to release final customer billings are available on time and that billing reports are accurate, properly supported, and approved. It also supports customer and stakeholder inquiries, billing dispute resolution, account maintenance and reconciliation, month-end closing, audits, internal controls, and process improvement projects.

Requirements

  • Knowledge of general accounting procedures, specifically those related to Order to Cash (OTC) and revenue.
  • Ability to work accurately with frequent interruptions and shift priorities when needed.
  • Ability to identify urgent deliverables and meet deadlines.
  • Self-motivated and adaptable to change.
  • Organized with attention to detail.
  • Ability to use discretion and maintain customer confidentiality, with a high level of integrity.
  • Strong interpersonal and communication skills for interacting with internal and external stakeholders.
  • Strong analytical and problem-solving skills.
  • Strong computer and business solutions software skills.
  • Flexibility to work a cyclical shift depending on work requirements and deliverables.

Nice To Haves

  • Exposure to NetSuite.

Responsibilities

  • Lead billing workflow and task assignments across the end-to-end Everise billing process.
  • Ensure relevant data and reports are available in time to release final billings to customers.
  • Review billing-related reports for accuracy and confirm that supporting documents and approvals are in place.
  • Respond promptly to requests from internal and external customers.
  • Assist with resolving billing disputes and discrepancies.
  • Maintain updated customer accounts and reconciliations.
  • Prepare account reconciliations and ad-hoc management reports as requested.
  • Assist with month-end closing and external and internal annual audits.
  • Develop a thorough understanding of financial reporting for accounts receivable and revenue, including its impact on the overall general ledger structure and systems.
  • Assist with implementing internal controls within the OTC process and ensure they are carried out properly and on time.
  • Assist the OTC Senior Manager with special projects and process improvements as assigned.
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