Invoicing Solutions Specialist I

GreatAmerica; Cedar Rapids (IA); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid work arrangements

Paid Parking

Service Awards

Business casual environment

Job summary

GreatAmerica Financial Services, a leading equipment financing provider in the U.S., seeks an Invoicing Solutions Specialist I to manage daily invoicing tasks, assist teammates with system expertise, and ensure accurate processing of manual invoices and requests. You will handle invoicing features, coordinate across business units, and maintain high service standards.

The role emphasizes collaboration, clear written and verbal communication, and the ability to work in a fast-paced environment

Qualifications

• Experience using Microsoft Office products, especially Word and Excel.
• Ability to interpret and explain invoicing concepts clearly to others.
• Willingness to learn and adapt to different processes and tools.

Responsibilities

• Process Salesforce Work Orders from the queue and manage manual invoice worklist.
• Communicate invoicing concepts clearly to teammates and customers.
• Collaborate with team members to identify solutions meeting customer needs.
• Establish relationships with requestors to support timely task completion.
• Demonstrate working knowledge of invoicing applications used to complete the process.
• Edit invoicing reports and features (Asset Level Billing, Spreadsheet Invoicing, Period Covered, Current Only, Consolidated Billing).
• Leverage Excel features including formulas and pivot tables to create invoices and reports.
• Query data warehouse to obtain invoice data for spreadsheet creation.

Skills

Excel / PivotTables

Communication skills

Problem solving

Tools

Microsoft Office (Word, Excel)

Job description

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. Ownership of invoicing related duties. This position will serve as a go to for teammates for system expertise, problem solving, assisting, and completing requests. The primary responsibilities of the Invoicing Solution Specialist I position will consist of processing manual invoices, processing invoice requests, setting up invoicing features and providing general invoicing assistance to all business units.

As An Invoicing Solutions Specialist, You Will

Primary individual to timely manage the daily request and communication flow with internal team members through various platforms including but not limited to:

• Processing Salesforce Work Orders from applicable queue, communicating needed information or questions to requestors, answering incoming calls and emails and managing the manual invoice worklist, resolving within applicable metrics
• Communicate invoicing concepts in simple language to establish understanding with team members and customers
• Collaborate with team members within GreatAmerica to identify appropriate solutions to meet Customer needs
• Establish working relationships with requestors to support collaboration and timely completion of tasks
• Demonstrate basic understanding of GreatAmerica applications used to complete the invoicing process
• Edit Invoicing Reports and features; Asset Level Billing, Spreadsheet Invoicing, Period Covered, Current Only and Consolidated Billing
• Leverage Microsoft Excel functionality including basic formulas and pivot tables to independently create and adjust spreadsheet-based invoices and reports
• Edit Existing Data Warehouse queries to obtain necessary invoice data for spreadsheet creation
• Demonstrate a strong work ethic and leads by example, inspiring others to do their best work
• Craft clear and friendly written and oral communications, including email, with an emphasis on maintaining a positive and professional tone reflective of GreatAmerica’s values
• Ensures all procedural steps are completed accurately

Education And Experience

To be successful in this role you will need:

• We welcome a range of educational backgrounds and levels of experience in this role
• While a relevant degree and prior experience are valuable, we also value individuals who are open to learning and expanding their skills

Computer Skills

Experience with Microsoft Office Products, primarily Word and Excel. General understanding of queries, pivot tables and vlook up is preferred but not required

Other Requirements

• Ability to adapt to multiple situations and changing environments
• Ability to work in a fast-paced environment
• Solution driven

Financial Benefits

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, And Family Planning Benefits

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education And Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.