Order Specialist I

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Birmingham, MI, USA
Hybrid
Software • Financial Services
The Role

Order Specialist I


Location:                         Hybrid - Birmingham, Michigan, USA

Compensation:        $52,000.00 - $65,000.00,(Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience. 

Employment Type: Full-Time

Benefits Offered:     Vision, Medical, Life, Dental, 401K

 

Summary

OneStream is searching for a Order Specialist I to join our Accounting team. The Order Specialist is responsible for applying accounting principles and procedures throughout the organization’s accounting cycle. This includes providing financial, clerical, and administrative services to ensure accurate and timely payment for accounts.  You will provide administrative, analytical, and system support to the accounting team. In addition, this individual will be assisting in other projects within the Accounting Department. This individual will express a positive attitude, high degree of motivation, and may support general accounting, accounts receivable, and accounts payable activities. Attention to detail is paramount and strong Excel skills are a must. 


Primary Duties and Responsibilities

  • Act as subject matter expert on all aspects of order entry – PO Requirements, portal registrations, contracts, revenue, etc.
  • Ensure orders are processed in a timely and accurate manner with minimal order discrepancies.
  • Collaborate with Sales, Sales Ops, Legal, Revenue and Cloud Ops teams as necessary to solve and assist as it relates to billing or revenue.
  • Manage the integration and data quality between Salesforce CPQ & ERP.
  • Manage and analyze key reports for revenue stream, including ARR, ACV, TCV, and Customer Billings.
  • Lead the identification of any non-standard contract term and collaborate with Revenue Analyst to ensure appropriate revenue recognition.
  • GL reconciliations understanding and management.
  • Amortization schedule creation, understanding and management of schedules.
  • An ability to understand the impact of the overall construct of software licenses, service and renewal deals may have on bookings and revenue recognition.
  • Assist the collections department with any outstanding customer issues that directly involve contracts/invoicing.
  • Ensure accurate and timely monthly, quarterly, and year end close.
  • Manage and maintain an up-to-date billing system, records, and accounts receivable files.
  • Generate accounts receivable invoices.
  • Direct and resolve account discrepancies using customer statements and related communications.
  • Issuance and maintenance of license keys to customers.
  • Lead contract Review and entry into contracting system.
  • Customer invoicing and delivery of invoices to customers.
  • Provide the highest-level customer service on all billing and expense-related tasks.
  • Special projects, ad-hoc requests and analysis as requested.

Required Education and Experience

  • Bachelor’s degree in Accounting, Business Administration, Finance, or related field, or relevant work experience.
  • 2+ years of Accounting experience.
  • Experience using financial computer software and applications.

Preferred Education and Experience

  • 2+ years working within Accounts Receivable.

Knowledge, Skills, and Abilities

  • Ability to maintain a high level of accuracy in preparing and entering financial information.
  • Ability to maintain confidentiality concerning financial and employee files.
  • Knowledge of generally accepted accounting principles.
  • Proficient in data entry and management.

 

Who We Are

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.

Why Join The OneStream Team

 

  • Transparency around corporate structure, salary, and benefits
  • Core value of customer success
  • Variety of project work (not industry-specific) 
  • Strong culture and camaraderie
  • Multiple training opportunities

 

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.

OneStream is an Equal Opportunity Employer.


#LI-KB1

#LI-Hybrid

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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The Company
HQ: Rochester, MI
0 Employees

What We Do

OneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream™ unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting, and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization. OneStream is an independent software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global, and IGSB. Our primary mission is to deliver 100% customer success, which we’ve done successfully since our inception. To learn more visit www.onestreamsoftware.com.

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