Interview Studio

Requirements found

Sales Onboarding Compliance Training Writing Excel Google Sheets Salesforce Logistics Marketing

What this posting asks for

Level: Lead / staff — The title says "Lead".

Main responsibilities

• Order-to-Cash & Collections (~50%)
• Own the collections strategy and the AR balance, with DSO and the cash conversion cycle as the main measures, and run a weekly cash review with Finance leade…
• Work directly with Sales, Account Management, and our business partners to resolve billing questions, disputes, and past-due balances. Serve as the escalatio…
• Find the root causes of late cash, such as billing errors, account setup that doesn't match the contract, portal approval delays, and drive fixes with Sales,…
• Own invoicing setup QA and cash application, and support month-end close with AR reconciliations and reserves.
• Oversee and coach our collections analysts in the Philippines, setting priorities and performance expectations and shifting their work toward exception handl…
• Establish, maintain and own the credit approval process including running credit checks and working with Sales on creative credit options for potential new p…
• Build AI agents and workflows for collections prioritization and outreach, remittance matching, dispute triage, VMS portal tracking, and pre-send invoice che…
• Finance Automation (~50%)
• Partner with the Accounting & FP&A (Finance) team to map manual workflows, rank automation opportunities by time saved and risk reduced, and manage a priorit…

Competencies an interviewer will look for

• Technical skill Core
  In the posting: “Automate procure-to-pay and spend workflows, including invoice intake and coding, approvals, vendor onboarding, and payment runs.” · “Working knowledge of core finance processes (order-to-cash, procure-to-pay, month-end close, reconciliations) and how they connect to the ERP.” · “Strong quantitative and problem-solving skills with advanced Excel/Google Sheets.”
  Show it by: Names the tools, languages or systems used and how; Explains a technical choice and its trade-off.
• Problem solving Core
  In the posting: “Work directly with Sales, Account Management, and our business partners to resolve billing questions, disputes, and past-due balances.” · “Strong quantitative and problem-solving skills with advanced Excel/Google Sheets.” · “We're solving real problems for real people, and we’re doing it at scale.”
  Show it by: Describes a real problem, the options considered and the one chosen; Shows how the cause was found, not just the fix.
• Ownership and accountability Core
  In the posting: “Own the collections strategy and the AR balance, with DSO and the cash conversion cycle as the main measures, and run a weekly cash review with Finance leade…” · “Establish, maintain and own the credit approval process including running credit checks and working with Sales on creative credit options for potential new p…” · “Ownership, urgency, and comfort working on messy, ambiguous problems in a fast-paced environment.”
  Show it by: Takes a task from start to finish without being chased; Owns a mistake and what was changed after it.
• Customer focus Core
  In the posting: “You'll oversee our offshore collections analysts, work directly with Account Managers, Sales and our business partners (customers) on billing and collection …” · “Establish, maintain and own the credit approval process including running credit checks and working with Sales on creative credit options for potential new p…” · “Confidence working directly with customers and Sales on billing and collection issues, and influencing teams you don't manage.”
  Show it by: Puts the customer's need in their own words; Shows a result for the customer, not only for the company.
• Planning and organisation Core
  In the posting: “Oversee and coach our collections analysts in the Philippines, setting priorities and performance expectations and shifting their work toward exception handl…” · “Build AI agents and workflows for collections prioritization and outreach, remittance matching, dispute triage, VMS portal tracking, and pre-send invoice che…” · “Partner with the Accounting & FP&A (Finance) team to map manual workflows, rank automation opportunities by time saved and risk reduced, and manage a priorit…”
  Show it by: Shows how priorities were set when everything was urgent; Mentions deadlines met and how.
• Data and analysis Core
  In the posting: “The role is split roughly evenly: half on billing, collections, and cash conversion, and half on automating finance workflows beyond accounts receivable (AR)…” · “You'll oversee our offshore collections analysts, work directly with Account Managers, Sales and our business partners (customers) on billing and collection …” · “Oversee and coach our collections analysts in the Philippines, setting priorities and performance expectations and shifting their work toward exception handl…”
  Show it by: Uses a number to describe the situation or the result; Explains what the data showed and what was done with it.
• Adaptability and learning Core
  In the posting: “Ownership, urgency, and comfort working on messy, ambiguous problems in a fast-paced environment.” · “Flexible paid time off” · “Flexible spending plans”
  Show it by: Describes learning something new quickly and using it; Shows a change of plan and how they adjusted.
• Stakeholder management Core
  In the posting: “You'll oversee our offshore collections analysts, work directly with Account Managers, Sales and our business partners (customers) on billing and collection …” · “Work directly with Sales, Account Management, and our business partners to resolve billing questions, disputes, and past-due balances.” · “Establish, maintain and own the credit approval process including running credit checks and working with Sales on creative credit options for potential new p…”
  Show it by: Shows how they aligned people with different goals; Explains how they handled a 'no' from someone senior.
• Teamwork and collaboration Core
  In the posting: “Partner with the Accounting & FP&A (Finance) team to map manual workflows, rank automation opportunities by time saved and risk reduced, and manage a priorit…” · “With hubs in San Francisco, Bangalore, and Chicago, city offices in New York, Phoenix, and Singapore, we're back to working together in-person five days a we…”
  Show it by: Says what they did inside a team, not only what 'we' did; Shows how a disagreement was handled.
• Leadership and mentoring Core
  In the posting: “Own the collections strategy and the AR balance, with DSO and the cash conversion cycle as the main measures, and run a weekly cash review with Finance leade…” · “Oversee and coach our collections analysts in the Philippines, setting priorities and performance expectations and shifting their work toward exception handl…”
  Show it by: Describes setting direction or a standard others followed; Names someone they coached and what changed for them.
• Attention to detail and quality Core
  In the posting: “Automate cash reporting, including daily cash positions, bank and payout reconciliations, cash forecast inputs, and lender compliance reporting.” · “Design human-in-the-loop controls, audit trails, and documentation so automated outputs are accurate, auditable, and ready for external audit.”
  Show it by: Gives an example of an error caught before it caused harm; Names the check or standard they used.
• Communication Supporting
  In the posting: “Design human-in-the-loop controls, audit trails, and documentation so automated outputs are accurate, auditable, and ready for external audit.”
  Show it by: Adapts the message to the listener; Gives an example of explaining something clearly in writing or speech.

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