OTC

Everise•McGregor, TX

About The Position

The OTC role leads billing workflows and task assignments across Everise’s end-to-end billing process. The position ensures that relevant data, reports, supporting documentation, and approvals are available and accurate so final customer billings can be released on time. It works closely with the OTC Senior Manager and coordinates with internal and external customers on billing requests, disputes, and discrepancies. The role also maintains customer accounts and reconciliations, prepares account reconciliations and ad hoc management reports, and supports month-end closing and annual internal and external audits. It develops an understanding of AR and revenue reporting and their impact on the general ledger structure and systems. The position assists with implementing OTC internal controls, special projects, and process improvements. Work schedules may vary according to cyclical shifts and business requirements.

Requirements

Knowledge of general accounting procedures, particularly OTC (Order to Cash) and revenue.
Ability to work accurately amid frequent interruptions and shift priorities when needed.
Ability to identify urgent deliverables and meet deadlines.
Self-motivated and adaptable to change.
Organized with strong attention to detail.
Ability to use discretion and maintain customer confidentiality.
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 cyclical shifts based on work requirements and deliverables.

Nice To Haves

Exposure to NetSuite.

Responsibilities

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