Senior Order-to-Cash (OTC) Analyst

Position Summary

We are seeking a highly analytical and detail-oriented Senior Order-to-Cash (OTC) Analyst to support our Finance organization. This role will initially focus on accounts receivable operations, transaction reviews, account reconciliations, internal controls, and year-to-date cleanup initiatives. The successful candidate will play a key role in identifying and resolving discrepancies, strengthening processes, and improving the accuracy and integrity of financial data.

As foundational projects are completed, the role will transition into ongoing support of billing, accounts receivable, collections, and select tax administration activities. This position requires a proactive problem solver who can work independently, investigate complex issues, and collaborate effectively across multiple functions.

Job Details

• Hybrid Setup: : 3 days onsite (Monday, Wednesday, Friday) and 2 days work from home (Tuesday and Thursday)
• Schedule: Monday to Friday I 8:00 PM to 05:00 AM (Manila Time)
• Holidays: US Holidays

Key Responsibilities

Order-to-Cash Operations

• Manage and prioritize Accounts Receivable inquiries, ensuring timely resolution of customer and internal requests.
• Perform detailed reviews of billing, receivable, payment, and customer account transactions to ensure accuracy and completeness.
• Lead account cleanup and remediation efforts by researching historical transactions, validating balances, and resolving discrepancies.
• Investigate complex billing, payment application, and customer account issues through transaction level analysis.
• Partner with Accounting, Sales, Customer Success, and other stakeholders to resolve operational issues and improve process efficiency.
• Maintain and enhance process documentation and standard operating procedures.

Analysis, Reconciliations & Internal Controls

• Perform account reconciliations and variance analyses to identify and resolve discrepancies.
• Review AR aging, unapplied cash, customer balances, and billing activity to ensure data accuracy.
• Analyze trends and recurring issues to identify root causes and recommend corrective actions.
• Support internal control activities by validating transactions and ensuring adherence to established policies and procedures.
• Assist with internal and external audit requests, including preparation of supporting documentation and analysis.
• Identify opportunities to improve processes, strengthen controls, and increase operational efficiency.

Billing & Accounts Receivable

• Review and validate customer invoices for accuracy and completeness.
• Support billing operations and ensure timely invoice generation and delivery.
• Monitor outstanding receivables and support collection efforts.
• Research and resolve customer disputes, payment discrepancies, and account reconciliation issues.
• Support month-end close activities related to billing and accounts receivable.

Tax Administration Support

• Maintain customer tax exemption certificates and supporting documentation.
• Assist with sales tax and indirect tax compliance activities.
• Support tax audits and information requests by gathering and organizing required documentation.
• Maintain accurate tax records and compliance files

Qualifications

Required

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• 7+ years of experience in Order-to-Cash, Accounts Receivable, Billing Operations, Revenue Accounting, or related finance functions.
• Strong analytical and investigative skills with the ability to identify root causes and resolve complex issues.
• Experience performing account reconciliations, transaction reviews, variance analysis, and financial data validation.
• Advanced proficiency in Microsoft Excel, including Pivot Tables, XLOOKUPs, and large data set analysis.
• Strong understanding of internal controls and financial processes.
• Excellent attention to detail, organizational skills, and communication abilities.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

Preferred

• Experience in SaaS, subscription-based, or high-growth technology companies.
• Experience with ERP systems such as NetSuite, Oracle, SAP, or similar platforms.
• Experience supporting audits and compliance-related activities.
• Exposure to sales tax administration and exemption certificate management.
• Experience working within shared services or offshore support environments.

Success Measures

• Successfully completes transaction review and cleanup initiatives with a high degree of accuracy.
• Improves data integrity and resolves historical account discrepancies.
• Strengthens OTC processes through analysis and process improvement recommendations.
• Provides timely and accurate support for billing, accounts receivable, and collections activities.
• Establishes effective controls and documentation to support audit readiness and operational excellence.
• Becomes a trusted subject matter expert within the Order-to-Cash process.