Senior OTC Analyst

Reposted Yesterday
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Dallas, TX, USA
Hybrid
Junior
Fintech • Information Technology • Payments • Productivity • Software • Travel • Automation
Travel & expense made easy.
The Role
The Senior OTC Analyst will manage billing files, support accounts receivables, improve processes, and work with customers and internal teams.
Summary Generated by Built In

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.

Top Skills

Google Sheets
Excel
NetSuite

What the Team is Saying

Brian Guimond
Adamas Victória Cavalcante Robitz
Bastian Martino
Charlotte Delafosse
Adamas Victória Cavalcante Robitz
Daniella Schuh
Alice Rao-Wyckoff
Mily O Loughlin
Anna
Roshni
Henry Statfeld
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The Company
HQ: Palo Alto, CA
3,300 Employees
Year Founded: 2015

What We Do

Navan (Nasdaq: NAVN) is the leading all-in-one business travel, payments, and expense management platform that makes travel easy for frequent travelers. From finding flights and hotels to automating expense reconciliation, with 24/7 support along the way, Navan delivers an intuitive experience travelers love and finance teams rely on. See how Navan customers benefit and learn more at navan.com.

Why Work With Us

At Navan, we’re never satisfied with the status quo, and we know breakthrough ideas come from diverse perspectives. We are committed to cultivating a workplace that reflects the diversity of the customers we serve while fostering leadership and innovation.

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Navan Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

In-person connections is the foundation of Navan, the connections forged through face-to-face interactions improve company culture and what we can achieve together. We operate on a hybrid working model, which we define as four days a week in-office.

Typical time on-site: 4 days a week
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