Senior Analyst, Order to Cash Operations

Senior Analyst, Order to Cash Operations at NMI

The Senior Analyst, Order to Cash Operations will be responsible for overseeing the end-to-end order-to-cash process, including contract review, order management, invoicing, collections, and cash application. This role requires collaboration with cross-functional teams, including sales, finance, legal, and operations, to optimize deal processes and support the achievement of sales targets, with a strong focus on accuracy, efficiency, and process improvement.

Key Responsibilities

• Order Management: Process and validate sales orders, ensuring accuracy and compliance with company policies. Coordinate with sales, finance, and logistics teams for timely order fulfillment. Monitor and resolve order discrepancies, delays, and other issues. Participate in regular meetings with sales leadership to discuss deal pipeline, challenges, and opportunities.
• Invoicing and Billing: Generate and distribute invoices in a timely manner. Ensure accuracy in billing, pricing, and customer data. Address and resolve billing inquiries from customers and internal stakeholders.
• Collections: Monitor accounts receivable and follow up on overdue accounts. Implement collection strategies to minimize aged receivables. Work with customers to resolve payment issues and negotiate payment terms when necessary.
• Deal Desk and Contract Review: Manage the deal approval process, ensuring timely and accurate review by relevant stakeholders. Ensure contracts comply with company policies, financial guidelines, and legal requirements. Analyze contract terms and conditions, identifying potential risks or issues. Evaluate custom pricing requests and escalate for approval as necessary. Provide feedback and recommendations for contract amendments or adjustments.
• Process Improvement: Participate in cross-functional projects aimed at enhancing system capabilities and process workflows. Identify opportunities for automation within the O2C process and collaborate with IT and process improvement teams to implement RPA solutions. Develop and maintain documentation of O2C processes, policies, and procedures.
• Reporting and Analysis: Generate regular and ad-hoc reports on O2C metrics, including order volumes, DSO (Days Sales Outstanding), and collections performance. Analyze data to identify trends, opportunities, and areas for improvement. Present findings and recommendations to management.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of experience in Order to Cash operations, with a focus on billing and collections.
• Experience with contract review, deal desk operations, or sales order management is preferred.
• Proficiency in Netsuite or similar ERP systems. Experience with Zone Billing is a plus.
• Experience in Salesforce or similar CRM tools is a plus.
• Strong analytical skills with the ability to interpret data and make informed decisions.
• Proven track record of driving process improvements and implementing best practices.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
• Self-motivated and able to thrive in a fast-paced, dynamic environment.
• Experience with Robotic Process Automation (RPA) tools (e.g., UiPath, Automation Anywhere, Blue Prism) is required.
• Proficient in Microsoft Excel, Google Sheets, and other office products.
• Experience leading projects/programs is a plus.

About NMI

NMI empowers its partners with choice, challenging the one-size-fits-all approach to payment. As a platform that powers success for innovative tech created by SMBs, entrepreneurs, and fintech startups, NMI helps visionaries think beyond what’s possible. They democratize the latest payments technology to enable easy payments across the full spectrum of commerce, fostering more payments in more ways and more places.

NMI believes in a diverse group of employees strengthening both their work and workplace. They are committed to diversity, equity & inclusion through initiatives like a dedicated action group, diversity hiring goals, anonymized resume screening, affinity groups, open forums, and measuring inclusion. They welcome individuals with unique career paths and histories.

Benefits

• Annual salary of $75,000-$105,000 USD
• A remote-first culture!
• Flex PTO
• Health, Dental and Vision Insurance
• Company volunteer days

Key skills/competency

• Order to Cash (O2C)
• Contract Review
• Invoicing & Billing
• Collections Management
• Process Improvement
• Robotic Process Automation (RPA)
• Netsuite ERP
• Salesforce CRM
• Data Analysis
• Cross-functional Collaboration