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Manager, Budget and Invoice Reporting

Percepta
Dearborn, MI
  • Expired: June 11, 2022. Applications are no longer accepted.

Description

At Percepta, we bring first-class service across each market we support. As the Budget and Invoice Reporting Manager youll be a part of our amazing Finance and Accounting team creating and delivering amazing projections and data visualization for all Percepta programs, while also enjoying the satisfaction of being part of a unique culture.

What Youll Be Doing

The Budget and Invoice Reporting Manager supports Operations with budget tracking, projections, trend analysis, report development and data visualization for all Percepta programs globally. This role presents key findings and analysis to Leadership (both internal and client). Additionally, they support both Operations and Finance in the creation of monthly financial reviews and hold meetings as appropriate to disseminate information.

The Budget and Invoice Reporting Manager is responsible for leading a team of Finance Reporting Analysts, along with performing tasks necessary to support the goals of the team. This position identifies and leads the development of new relevant reporting and drives efficiency in their team by improving processes, structure, formats and sources for existing reporting. They also serve as for a liaison between Finance, the Client and Internal Operations management interactions and presentations.

This Manager role is expected to work closely with Percepta Function Leads (Operations, WFM, QA, HR, Training, etc.) to determine the reporting needs of each function. This may include monthly meetings, trending analysis, or other key data inputs (both recurring and ad hoc) to allow for Leadership to clearly understand and track their financial actuals and forecasts. This role will be a key contributor with Function Leads and Percepta Finance during the annual budget and pricing exercise.

During a Typical Day, Youll

Responsibilities

Team Management

  • On-going management, coaching, and training of a team of Finance Reporting Analysts in multiple locations, continually improving team skill sets and efficiencies.

  • Ensure all deliverables have a backup/redundancy plan to support business continuity.

  • Create and maintain highly effective review protocols to ensure accuracy and consistency across all reports, both automated and ad hoc.

Individual Contributions and Team Responsibilities

  • Collaborate with Percepta Function Leads (Operations, WFM, QA, HR, Training, etc.) to determine the reporting needs of each support function to allow for easy access to budget variations for their specific organizations

  • Prepare budget and invoice related presentations for client and senior management

  • Create or continuously improve team processes related to invoice preparation meetings and budget tracking and reporting and ensure consistency across all regions globally

  • Ownership of data needed for Quarterly CE Process. Leading monthly client meetings to show status on current expenditures against client budget, including reconciliation of actual invoiced amounts and approved future forecasted spending.

  • Supply all Operations data needed for the preparation and review of monthly client invoices

  • Collaborate with Percepta Technology and the Data Warehouse team in the design and implementation of automated tools used for budget and invoice reporting

What You Bring to the Role

Education

  • Bachelors Degree Required; Finance or Accounting preferred

Experience

  • Minimum 3-5 years reporting experience, with a key understanding of budget and invoice reporting processes, preferably in the retail, customer care, hospitality, staffing, or healthcare industries

  • Minimum 2 years recent and relevant management experience of finance analytics/reporting team

  • Prior revenue assurance experience preferred

  • Related contact center leadership and reporting development experience

  • Clear ability to make high impact, key business decisions

  • Proficiency in Microsoft Office Software (Outlook, Excel, Word, Power Point) required

  • Proficiency in complex data querying and report automation:

  • Experience with Oracle and MS SQL database language and querying tools such as Oracle Developer, Microsoft SQL Server Management Studio preferred

  • Experience with reporting tools such as SQL Server Reporting Services, MS Power BI, Business Objects preferred

  • Minimum 2 years of Account or Client Management Skills

What You Can Expect

  • A Competitive Salary

  • Health/Dental/Vision/Life Insurance

  • Flexible Spending Account (FSA) and Health Savings Account (HSA)

  • 401(k) with company match

  • Vacation/Sick Time and Paid Holidays

  • Tuition Reimbursement

  • Employee Assistance Program

  • Employee Discount Program

  • Training and Development Programs (Percepta College)

  • Employee Rewards Program (Perci Perks)

A Bit More About Your Role

Work Expectations

  • M-F Business hours, with occasional additional hours as deadlines or business needs, require

  • Some travel required to HQ (approximately 2 weeks per year)

  • Lead team of Finance Reporting Analysts

  • Deep understanding of BPO (understand the business) and the relationship between Work Force Management, labor reporting and the financial impacts

  • Have the ability to identify discrepancies between actuals and forecast assumptions and question Operations and WFM when the data is inconsistent

About Percepta

Established in 2000, Percepta has contact centers across the globe that proudly deliver a frictionless customer experience to our clients.

Our values are the heartbeat of our organization, and we live, breathe, and play by them every day . As a Percepta team member, you can expect:

Culture of Service to be treated like you are the customer from day one

Teamwork belonging to a supportive family team environment that encourages growth, fosters trust and open communication and acknowledges the value in your contributions

Respect a team that is accountable, dependable, and gives you their full attention

Proactive surround yourself with solution-oriented people who strive to improve themselves, others, and the organization

Career Growth lots of learning opportunities for aspiring minds

Diversity be a part of our growing diverse and community-minded organization that is all about having fun!

Competitive Compensation we take care of family, which is why we offer more than just competitive wages and great benefits. Our programs offer incentives and promote physical, mental, and financial wellness.

As a condition of employment, Percepta requires all employees hired in the United States to successfully pass a background check and, depending on location and client program, a drug test. Percepta is an Equal Opportunity Employer.

Please note that neither Percepta nor any of the agencies that recruit on our behalf will ever ask for any payments or personal information such as bank account details from applicants at any point in the recruitment process.

Primary Location: US-MI-Dearborn

Req ID: 03B8U

Percepta

Address

Dearborn, MI
48120 USA

Industry

Finance and Insurance

View all jobs at Percepta