OTC Reporting Analyst: Forecast & KPI Insights

Tap Growth ai; Laguna; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

Ubiquity is seeking an Order to Cash Reporting Analyst to join its accounting team. You will own billings reporting, forecasting for OTC and KPI reporting, and ensure accurate revenue recognition across Satc systems.

The role involves managing NetSuite/Salesforce integrations, supporting audits, and driving process improvements while collaborating with Deal Desk, Collections, Revenue Accounting, Sales, Legal, FP&A and other operational teams.

Qualifications

• Bachelors degree or equivalent practical experience.
• 3 years of Order to Cash, finance experience from analytical and reporting perspective.
• Advanced experience with NetSuite, Suite Billing, NetSuite Analytics.
• Advanced experience with Salesforce and Salesforce reporting.
• 3 years of Excel experience including Vlookups, pivot tables and formulas.

Responsibilities

• Responsible for committed billings reporting and actuals reporting.
• Manages the forecast reporting for OTC and FP&A, and OTC KPI reporting on a monthly basis.
• Identify non-standard contract terms and collaborate with senior teams to ensure appropriate revenue recognition.
• Manage Customer Master in NetSuite and alignment with NetSuite and Salesforce for integration and ongoing changes.
• Oversee change management related to the customer master for OM and AR teams.
• Contribute to system/process improvements and ongoing development.
• Assist in internal control procedures to support SOX controls.
• Support annual and quarterly audit requests and provide required documentation.
• Assist external audit teams with quarterly and annual requirements.
• Support month-end and quarter-end close activities, including reporting and reconciliations.
• Monitor monthly and quarterly KPI definitions and reporting.
• Handle customer experience metrics and resolve inquiries and disputes.

Skills

Analytical thinking

Financial reporting

Attention to detail

Education

Bachelor’s degree or equivalent

Tools

NetSuite

Suite Billing

Salesforce

Excel

Job description

Ubiquity is seeking an Order to Cash Reporting Analyst to join its accounting team. You will own billings reporting, forecasting for OTC and KPI reporting, and ensure accurate revenue recognition across Satc systems.

The role involves managing NetSuite/Salesforce integrations, supporting audits, and driving process improvements while collaborating with Deal Desk, Collections, Revenue Accounting, Sales, Legal, FP&A and other operational teams.