• Summary

Reports directly to Financial Controller, Europe; prepares and handles all accounts receivables on a day-to-day basis. This includes customer invoicing, collections, customer vendor systems, and other receivables as needed. This role is responsible for managing all receivables in a professional, accurate, and detail-oriented fashion. Additionally, this role will be counted on to provide recommendations for process improvements and potential software implementations.

Scope & Responsibilities

Manage all day-to-day billing for finance department (60%)

• Invoice all enterprise clients in a timely fashion after completion of courses
• Finalize invoices for all public programs & reconcile attendance
• Invoice IP licenses and active license fees as needed
• Invoice global partners as needed
• Process cash receipts, handle deposits, and applying receipts to accounts.

Maintain consistent process for collections (20%)

• Perform collections on regular basis
• Track days sales outstanding (DSO) and reduce overall DSO
• Perform collections updates and report progress with finance team including US Market Controller, Global Corporate Controller, and CFO
• Monitor total balance outstanding > 30 days to minimize lagging payments
• Prepare and distribute monthly global accounts receivable report

Client-facing vendor systems (15%)

• Manage customer vendor systems for prompt payment of invoices
• Enroll in customer vendor systems as needed
• Enter invoices into customer vendor systems
• Update company information in systems as needed
• Maintain SOP’s for each vendor system
• Complete client vendor forms

Other Responsibilities (5%)

• Communicate banking changes with customers if needed
• Day-to-day operations of billing and interconnected systems (Salesforce, BC, PSA, Magento)
• Apply customer payments to outstanding invoices
• Assist in ad hoc projects as needed
• Assist with month-end close
• Audit requests

Requirements

Competencies, Skills & Qualifications

Competencies

• Financial acumen – Interprets and applies understanding of key financial indicators to make better business decisions
• Balances stakeholders – Anticipates and balances the needs of multiple stakeholders.
• Being resilient – rebounds from setbacks and adversity when facing difficult situations.
• Plans and aligns – plans and prioritises work to meet commitments aligned with organizational goals.
• Drives results – consistently achieves results even under tough circumstances.
• Optimises work processes – reviews and implements the most effective and efficient processes to get work done, with a focus on continuous improvement.
• Builds network – effectively builds formal and informal relationship networks inside and outside or the business.
• Collaborates – builds partnerships and works collaboratively with others to meet shared objectives.

Technical/Functional Skills

• Confident use of MSOffice and experience of using a finance system ideally Xero
• Comfortable working with data, and produces high quality accurate work
• Experience in using Salesforce
• Proven ability to work with customers in varying scenarios

Qualifications

• 3 years’ experience working with customers on invoicing and payments
• Basic understanding of bookkeeping and revenue recognition rules

Additional Preferences

• Understanding of customer vendor systems
• College degree preferred
• Knowledge of Prosci Change Management offerings a plus

Additional Data

• Position reports to: Financial Controller, Europe
• Job Band: Support
• Job level: Level 2 (Analyst)
• Job code:
• Supervisory Responsibilities: None
• Key Stakeholders: Finance, Growth, Legal
• Work location: Either fully remote or hybrid (if preferred), if based within commuting distance of a Prosci Europe office location
• Travel expectations: Minimal, occasional European travel to attend team meetings

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