Order to Cash Finance Analyst

Order to Cash Finance Analyst

• The Finance Analyst – Order to Cash (O2C) supports day-to-day financial operations across the O2C lifecycle, including accounts receivable, cash application, invoicing, new account setup, sales tax exemption processing, dispute management support, and reporting. This role is well suited for an early‑career finance professional who can work independently after receiving clear direction and defined expectations.
This position plays an important role in supporting cash flow, maintaining accurate customer accounts, and identifying trends or issues through data analysis. The ideal candidate is organized, detail-oriented, analytical, and comfortable working with data to support informed business decisions.

Order to Cash Support

• Support the end-to-end O2C process, including billing, accounts receivable, cash application, and account maintenance

• Monitor accounts receivable aging, unapplied cash, overdue balances, and dispute activity

• Partner with internal teams (Sales, Customer Service, Credit, Collections, IT) to research and help resolve billing or payment issues

• Assist with invoice corrections, account investigations, and customer inquiries as needed
  

Financial Analysis & Reporting

• Prepare and maintain standard Excel-based reports and dashboards to track KPIs such as DSO, past-due balances, dispute volumes, and cash activity

• Perform basic variance, trend, and root-cause analysis related to billing accuracy, collections results, and account activity

• Support month-end close tasks related to accounts receivable, including reconciliations, reporting, and documentation
  

Process Improvement & Controls

• Identify recurring issues or inefficiencies and provide data-driven observations to support process improvements

• Assist with continuous improvement initiatives aimed at reducing DSO, improving cash application accuracy, and minimizing billing errors

• Help document O2C processes, standard operating procedures, and control steps

• Follow established SOX controls, internal policies, and accounting procedures
  

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field

• 2-4 years of experience in Finance, Accounting, or Order to Cash–related roles

• Foundational understanding of accounts receivable, billing, and cash application concepts

• Strong Microsoft Excel skills, including:

  • Pivot Tables

  • Lookup formulas (XLOOKUP or VLOOKUP)

  • SUMIFS, IF statements, and basic data validation

• Strong attention to detail with the ability to analyze data accurately

• Ability to follow established processes and independently manage assigned tasks and projects once expectations are defined

• Comfortable working with large data sets and summarizing findings clearly

• SAP Experience (ECC or S/4)
• Experience with reporting or visualization tools (Power BI, Tableau, or similar)
• Introductory knowledge of revenue recognition or internal controls
Experience in a shared services, finance operations, or customer accounting environment

Preferred Qualifications

Key Skills & Competencies

• Strong analytical and problem-solving skills

• Ability to manage priorities and meet deadlines in a structured, fast-paced environment

• Clear written and verbal communication skills

• High level of organization and accuracy

• Willingness to learn, ask questions, and continuously improve processes