Sr Analyst/Accountant - Saas Operations

San Mateo , CA, United States of America

Senior Analyst – SaaS Operations 

What We Need

FLEETCOR is currently seeking a Senior Analyst, SaaS Operations within our Corpay line of business and is located in San Mateo, CA. This role reports directly to the President and GM of Corpay Complete.

General Summary

Senior Analyst SaaS Operations is expected to work across all product lines that Corpay Complete provides System Implementations, Product Development, Customer Success, & internal operations including revenue, billing, etc. This position requires an understanding of accounting principles gained through attainment of a 4-year Bachelors degree in finance, accounting, or related business field from a nationally accredited educational institution. In an environment of reduced supervision, the position exercises independent discretion and judgment in applying data manipulation, business processes and procedures, establishment of work programs and preparing summaries of information. The position will be involved in a number of special projects which will be pervasive and will provide opportunity to grow within our organization and work in areas not traditionally available.

How We Work

As a Senior Project Analyst - SaaS Operations, you will be expected to work in a virtual environment. FLEETCOR will set you up for success by providing:

 Assigned workspace in San Mateo office/full 

 Company-issued equipment + remote access 

 Formal, hands-on training 

Essential Functions And Duties

 Conduct implementations and project scoping with Corpay Complete’s key clients. 

 Manage multiple support and business analyst employees 

 Establish best practice processes & procedures across support and onboarding. 

 Support Senior Managers with technical advice and analytical projects. 

 Participate in diligence and implementation work in serving our clients. 

 Formulate responses to our clients on product or technical issues and general inquiries. 

 Produce monthly reports for clients. 

 Use and develop communication skills to communicate project findings, conclusions and recommendations with peers and clients 

 Participate in client meetings to review and present analytical approaches and interpret results 

 Apply logic and Corpay Complete methodologies to provide recommendations to clients. 

 Assist corporate finance and accounting entries related to procure to pay process. 

 Advise on establishing or improving internal controls to assure proper internal compliance. 

 Research and cite regulations related to accounting AP and accruals. 

 Maintain and support the sales process including contract review, salesforce cleanup and billing automation. 

 Lead the analysis for and production of monthly/quarterly/annual transactional volume reports for communication with clients and billing purposes. 

 Participate in the deployment and customization of the Corpay Complete platform 

 Participate in the monthly/quarterly forecast process. 

 Participate in further development of the Corpay Complete software platform. 

 Perform a key role in the overall growth, recruiting and success of Corpay Complete. 

 Product Development – Communicate business requirements to engineers on system requirements. 

 Training – Help establish customer training and Corpay Complete university 

 Implementations of new systems as they relate to: Billing, Accounting, special projects etc. 

Qualifications

 B.S. in a Business Administration, Economics, Accounting, or Finance. 

 1-2+ years of professional accounting experience (big 4 preferred) with progressive duties. Or related experience 

 5+ years of professional experience in a related role 

 Moderate to advanced Excel skills 

 Quantitative skills and general problem solving skills for business problems 

 Strong interpersonal and team working skills 

 Good communication skills (written and verbal) 

 Ability to learn quickly and resourcefully 

 High degree of motivation, flexibility and creativity 

 Genuine desire to work hard and progress rapidly in the startup/ software/ service profession 

 Positive attitude and strong willingness to learn from mentors and peers 

 Ability to travel (typically ~5% or less but may be higher depending on assignments) 

Knowledge/Skills

 Strong analytical and independent problem solving skills required to evaluate gaps in data, efficiencies, customer pain points and the best way to implement the Corpay complete system. 

 Effective written and verbal communication skills are necessary to present relevant information to management and senior client representatives. 

 Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate information to various constituents. 

 Knowledge of accounting, financial reporting and financial analysis usually acquired through related work experience in increasingly complex roles is required. 

 Strong interpersonal and partnering skills to develop working relationships with partners across operating business and support functions. 

 Demonstrated ability to drive change and improve processes. 

 Self motivator and ambition is highly desirable.