Senior Analyst - Invoice to Cash (DTC)

Job description

Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Job Description Your Impact Shapes the World at Caterpillar Inc When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Job Summary We are seeking a skilled Senior Analyst -Invoice to Cash (Finance Analyst) to join our GLBL ITC Transformation -Global Finance Services Division. The incumbent would Provide timely and accurate daily Invoice to Cash (ITC) operational finance assignments and develop knowledge of Caterpillar’s procedures, philosophy, customers, dealers, organization and financial practices. The preference for this role is to be based out of Bangalore, Whitefield Office What you will do • Manage daily billing operations and invoice generation activities. • Has experience handling subscription-based billing in addition to miscellaneous invoicing • Investigate and resolve billing variances and exceptions • Be actively involved in leading the governance with BU and entities • Lead governance discussions with Business Units (BUs) and legal entities. • Coordinate review meetings and advise on potential areas of concern • Collaborate with audit partners and service providers on all audit requirements • Support Mach 1 (SAP) implementation and enhancement projects • Take part in special projects, ad hoc requests and support testing requirements for new implementation • Coordinate system updates for customer account additions, pricing changes, promotional discounts and cancellations • Support business transitions and transformations • Creating reports on financial performance and providing insightful analysis for internal and external use • Maintain, implement and adhere to internal controls • Should be aligned with the GFSO strategy and operating model rollout, assist to develop, document and deploy standard global processes, policies and controls, along with key technology and people aspects. • Coordinate the design and transformation of optimized processes to achieve operational excellence • Create process documentation, process flows • Has proficient knowledge of end-to-end Invoice to Cash processes, preferably with exposure on other ITC processes • Flexible to support global operations. Willingness to work in different time zone based on the requirement. What you will have. • Overall experience of 10-14 years with at least 10 yrs. experience in Billing • Has experience on ERP and tools like SAP, Salesforce, Power BI • Proficient with Excel, SharePoint, and other collaboration tools for data sharing and reporting. • Requires a college degree in Finance, Accounting, Business Administration, or Economics, general knowledge of various finance and business subjects, and good written and verbal communications skills. • Incumbents are generally exposed to several areas of finances a Finance Analyst to develop skills, knowledge, and experience necessary for higher level finance positions. • Shift Timings: 1:00 PM to 10:00 PM or US Shift Skill Descriptors Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Level Working Knowledge: • Accurately gauges the impact and cost of errors, omissions, and oversights. • Utilizes specific approaches and tools for checking and cross-checking outputs. • Processes limited amounts of detailed information with good accuracy. • Learns from mistakes and applies lessons learned. • Develops and uses checklists to ensure that information goes out error-free. Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Level Working Knowledge: • Approaches a situation or problem by defining the problem or issue and determining its significance. • Makes a systematic comparison of two or more alternative solutions. • Uses flow charts, Pareto charts, fish diagrams, etc. to disclose meaningful data patterns. • Identifies the major forces, events and people impacting and impacted by the situation at hand. • Uses logic and intuition to make inferences about the meaning of the data and arrive at conclusions. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Level Working Knowledge: • Delivers helpful feedback that focuses on behaviors without offending the recipient. • Listens to feedback without defensiveness and uses it for own communication effectiveness. Makes oral presentations and writes reports needed for own work. • Avoids technical jargon when inappropriate. • Looks for and considers non-verbal cues from individuals and groups. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to pr