Senior OTC Analyst
We are looking for a dedicated, results-driven individual who can operate as both a self-starter and an important component of the Accounts Receivable team at a newly IPO startup. You will be responsible for the preparation of complex calculation files, reviewing billing reports, and working with customers on support requests. You will also be working closely with the sales, customer account teams, and collections.
What You’ll Do:
- Familiarize themselves with the leadership responsibilities of the team and possibly act as a “dotted-line report” with the existing staff.
- Prepare high-volume billing files using many disparate data sources.
- Manage one-off billing requests in accordance with the Navan’s internal controls.
- Design, document, and implement new billing processes as future product offerings go live.
- Own the company’s Accounts Receivable balances including writing off unnecessary balances, reviewing agings, and month-end reconciliations.
- Work directly with customer AP teams in order to assist in settling payment (ex. Customer PO management, billing information update, etc.).
- Identify process improvements and drive efficiency/effectiveness on existing processes.
- In the short term, this position will play a key role in scaling the platform billing process and own automation conversations with sales and deal desk.
What We’re Looking For:
- 1 - 3 years of Audit, Accounts Receivable, or General Ledger experience. Public Accounting experience strongly preferred!
- Bachelor's degree in Accounting, Finance, or a similar field.
- Intermediate to advanced understanding of Microsoft Excel and/or Google Sheets (vlookups, sumifs, pivot tables, etc.)
- Knowledge of the commissions process is heavily preferred but not required.
- Experience with an ERP system (NetSuite especially) is a plus.
- Excellent task prioritization and organizational skills with the ability to meet deadlines and succeed in a fast-paced startup environment.
- Willing to take on ad hoc requests for a variety of teams and stakeholders.
- Detail oriented with the ability to multitask.