Company Information:
Daniel P. OReilly and Company (DPO&Co.) is a boutique strategy consulting firm that delivers rapid, high-impact value to clients. We serve Private Equity firms and corporate clients with projects that rival top-tier consulting firms in strategy, operations, and execution. Our Business Process Outsourcing (BPO) arm enhances mid-market back-office functionsspanning Finance & Accounting, CRM, Supply Chain, Data Analytics, HR, and moreby leveraging global talent and time zone advantages. With a footprint across Chicago, Puerto Rico, New Delhi, Colombia, Indonesia, and the Philippines, our BPO team has tripled in size since 2020and were just getting started.
Key Responsibilities:
- Prepare, issue, and upload accurate invoices in Synapse WMS
- Maintain customer master data in Synapse, including account setup, billing terms, rates, and updates
- Ensure all billable activity is captured, validated, and invoiced accurately and on time, including reconciliation against operational/WMS data
- Maintain accurate, audit-ready billing records, including invoice history, adjustments, and communication logs, in accordance with internal controls and customer agreements
- Investigate historical billing data and resolve invoice discrepancies or credit issues promptly
- Collaborate with Operations, Sales, and Finance teams to validate billable activity and address issues
- Participate in regular finance and client meetings to provide billing status updates
- Take proactive steps to support timely billing and minimize errors or delays
- Follow established billing procedures and openly collaborate with cross-functional teams to identify and implement billing process improvements
Qualification:
- Candidate must possess at least bachelor's degree in Finance/ Accounting / Banking or equivalent
- At least 1 - 3 Year(s) of working experience in the related field is required for this position
- Proficiency in Microsoft Excel is highly preferred.
- Able to operate accounting system (QuickBooks, NetSuite, Sage, or SAP will be an advantage)
- Strong communication and English proficiency able to communicate in a fully English environment
- Must be able to produce results in a fast-paced, intellectually intense, client-oriented environment
- Have good interpersonal skills
- Experience in ERP systems; hands-on experience with Synapse WMS is highly preferable
- Experience in programming or coding language, and big data is a plus
- Able to follow a US-based schedule
- Available to join ASAP
Basic Job Requirements:
- Conform to our values: honest with integrity, humble, respectful, and fair, committed, and has exceptional analytical skills
- Structured thinker: Capable of providing structure and order to what is often a vast amount of information; successful candidates do not lose sight of the high-level strategy and organize thoughts and activities in a logical manner
- Results-oriented: The successful candidate carefully examines the intended impact of action and understands that our firms activities must lead to actions, which in turn lead to measurable results for both our clients and our firm
- Team player: Thrives on engaging in discussion with colleagues to develop impactful solutions; reaches out proactively to others for input; works as a thought partner
- Detail-oriented: An individual who takes personal pride in being certain that all aspects of an assignment are completed correctly
- Excellent organizational, communication, and interpersonal skills; able to communicate confidently and professionally with C-Suite leaders, board members, and PE Owners
- Candidates must be able to produce results in a fast-paced, intellectually intense, client-oriented environment will be judged on outputs, not inputs
- Strong communication to convey complex concepts in PowerPoint, emails, and verbally
- Strong Microsoft Excel skills to help other team members solve the problem
