Senior Analyst, Financial Validation and Crediting
See more jobs from Qualtrics LLCabout 10 hours old
At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 20K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.
When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.
When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.
Senior Analyst, Financial Validation and Crediting
Why We Have This Role
Qualtrics is looking for an energetic and self-motivated individual to join our Finance Operations function. We are a goal-oriented team that works hard and enjoys the incredible trajectory that Qualtrics provides. This is a job for a motivated individual who has great analytical skills and who is ready to work in an ambiguous environment. If you enjoy working in a fast-paced environment on a daily basis, this job may be a good fit for you.
How You’ll Find Success
- Have a deep knowledge of the Financial Validation & Crediting process & transactions to support the Crediting team manager in complex & corner case questions & processing.
- Support the Crediting team lead/manager by answering systems & process questions, unblocking Crediting system issues raised by the Billings Manager where the team needs additional expertise.
- Support stakeholders by routing them to appropriate support and escalation channels.
- Providing team wide enablement on process best practices when asked by the Crediting team leadership and maintaining & updating the training guides & resources.
- Support the company through operationalizing any new sales motion or plans that may impact the Crediting team.
How You’ll Grow
- You will work with our leaders on a daily basis and learn how the business is run.
- Performing day to day Crediting duties such as:
- Case ownership and transaction processing
- Support Crediting team members in daily tasks and provide coaching
- Support transaction level escalations received directly from stakeholders & Crediting Team members
- Coach and train newly Crediting Team members
Things You’ll Do
- Act as a operations & subject matter expert over Crediting where you will:
- Work closely with the Crediting team leadership, cross functional teams, and transformation stakeholder to understand, explain,& propose Crediting points/challenges to lead and drive process optimization and system enhancements in the Q2C cycle. This may look like:
- Perform assigned EOM/EOQ tasks such as close reporting.
- Support audit procedures and SoX compliance for related Crediting items.
- Assist in designing, tracking & reporting on KPIs metrics used by the Crediting Manager and Leadership for broader strategic decisions and support. These reports will be more ad hoc and holistic rather than daily transactional metrics for day to day team management.
- Support the Finance Operations manager in ad-hoc requests related to the Crediting Team.
What We’re Looking For on Your Resume
- Bachelor’s degree in Finance, Accounting, or Economics
- 4+ years of experience in corporate finance or related fields
- Strong analytical, quantitative and problem-solving skills
- Advanced knowledge of Microsoft Excel and Microsoft Office Suite
- Adaptable, team player with a track record building and maintaining effective professional relationships
- Have mindset for scale, efficiency and growth
- Good communication and project management skills
- Experience in a fast-paced environment preferred
- Experience with enterprise systems (e.g. Salesforce, Netsuite, etc) preferred
What You Should Know About This Team
- We collaborate to get things done
- We come up with solutions rather than dwelling on problems
- We ask questions and lean in to help - we’re all in this together
Our Team’s Favorite Perks and Benefits
- Wellness Reimbursement each quarter to reimburse wellness activities including gym memberships, massages, workout equipment, meditation apps, and more
- Experience Bonus to use on an experience of your choice
- Lunches provided in the office
- Competitive benefits packages
The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life.
Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.
Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act
Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.
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