- Monitor and tracking of org changes for accurate reporting, scheduling
- Ensure successful ongoing operations with knowledge transfer to customers and stakeholders.
- Create, update and maintain documentation, SOPs, Process Flow, Mapping, skills matrix
- Identify professional service problems beforehand and propose solutions to resolve.
- Utilize experience and knowledge of resolving complex problems.
- Collaborate with staff to vice-president level employees within and across function and external parties.
- Work with various types of data formats such as Excel spreadsheets, .csv files, Access databases as well as extracts from SQL Server or other relational databases.
- Understand the requirements and create reports accordingly, specially forecast reports and financial reports for Professional Services.
- Work on ad-hoc reports data as required.
- Successfully works to automate existing processes, propose new ideas/solutions
- Facilitate business process design and development to leverage rapid response capabilities.
- Manage multiple projects and establish priorities
- Analyze base data of newly acquired companies for system integration purposes
- UAT for various systems
- Work with other team members on Jira issues, as per SLA defined by Leadership team.
Communication
- Communicate with Leaders and/or insightsoftware managers to scope, develop, test and implement conversions/reports
- Effectively communicate with Managers to keep projects on target
- Continually drive improvements in the processes
Collaborate via phone, video conference, slack, and email with stakeholders throughout the conversion process
- 5-9 years of experience
- Strong MS Excel/Advance Excel knowledge/Skills
- Experience in Financial Reporting, Budgeting and Forecasting
- Experience in Month-End close processes and invoicing process
- Clarity on of Quote to Cash concepts and Understanding of Revenue Recognition
- Understanding and experience of Professional Services activities
- Administrative experience with any Professional Services Automation systems (PSA)
- Ability to perform tasks in a fast-paced environment
- Understanding of Power BI desktop and services and SQL, databases
- Excellent written, oral and presentation skills
- Solutions focused approach to creative problem solving
- Strong organizational and multi-tasking skills required to successfully lead in a fast-paced work environment
- Ability to determine priorities on a daily basis to achieve business objectives
** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **
insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
