Invoice Analyst

Schneider Electric's purpose is to empower all to make the most of our energy and resources, bridging progress and sustainability. Our mission is to be the digital partner for sustainability and energy efficiency: https://www.youtube.com/watch?v=VbldHPFltQQ

Great people make Schneider Electric a great company - and we are currently recruiting for a Budapest-based Invoice Analyst.

Purpose of the job:

The Invoice Analyst is responsible for the onboarding and ongoing invoicing management of clients across internal Schneider Electric entities within theD365 ERP system.
This role ensures accurate revenue recognition, timely billing, and high-quality financial data management while maintaining compliance with internal controls and company policies. The role requires both independent working and strong collaboration with cross-functional stakeholders to support business performance and continuous improvement.

What you will do:

Client Onboarding & Contract Management

• Review newly executed client contracts, amendments, statements of work, and other supporting documentation to identify billing requirements.
• Extract and document key commercial terms, including:
  o Contract effective and expiration dates
  o Fixed and variable fees
  o Billing frequency and schedule
  o Annual increases or fee escalations
  o Payment terms
  o Purchase order requirements
  o Billing entities and locations
  o Invoice submission requirements
  o Client-specific billing instructions
• Validate that all required information and supporting documentation has been provided before completing onboarding.
• Set up and maintain client billing information within Microsoft Dynamics 365 (D365) and applicable internal systems.
• Partner with Sales, Contract Management, Finance, Accounting, and other stakeholders to resolve missing or conflicting information.
• Maintain clear documentation and audit trails supporting contract setup and billing decisions.

Client Invoicing

• Manage monthly invoicing for an assigned portfolio of fixed-fee and variable-fee clients.
• Review contract terms and supporting data to determine the appropriate fees to invoice each billing period.
• Validate variable billing inputs, including applicable client counts, allocations, usage, or other contractual billing drivers.
• Prepare invoices in D365 in accordance with contractual requirements and internal procedures.
• Perform invoice validation and quality checks prior to finalization.
• Ensure invoices are completed within established monthly deadlines.
• Investigate and resolve billing discrepancies, rejected invoices, and client questions.
• Maintain documentation supporting invoice calculations and adjustments.

On-Hold Reporting & Issue Management

• Maintain the team's On-Hold Report and ensure outstanding billing issues are accurately documented and regularly updated.
• Identify the specific reason an account or invoice is on hold and the information or action required for resolution.
• Follow up with responsible stakeholders on outstanding items.
• Escalate aged or high-priority items when necessary to prevent unnecessary billing delays.
  
• Monitor recurring issues and identify opportunities to improve upstream processes.
• Communicate billing risks, dependencies, and unresolved items to team leadership.

Reporting & Account Management

• Maintain accurate billing trackers, account documentation, and supporting files.
• Monitor assigned accounts throughout the monthly billing cycle.
• Track contract changes and amendments that impact future billing.
• Assist with month-end invoicing activities and reporting.
• Support reconciliations and research related to invoice discrepancies when required.
• Maintain accurate documentation to support audit and internal control requirements.

Process Improvement & Collaboration

• Develop a strong understanding of the complete contract-to-invoice lifecycle.
• Identify opportunities to standardize and improve contract onboarding and invoicing processes.
• Create and maintain process documentation and work instructions.
• Cross-train with other team members to provide backup coverage.
• Work collaboratively across regional and global teams to resolve contract and billing issues.
• Proactively communicate when required inputs or documentation could impact onboarding or invoicing timelines.

What we need from you:

Required

• Strong attention to detail and ability to interpret contractual and financial information.
• Experience working with invoicing, billing, accounting, finance operations, contract administration, or a related function.
• Strong organizational and time-management skills with the ability to manage multiple client accounts simultaneously.
• Proficiency with Microsoft Excel and Microsoft Office applications.
• Ability to investigate discrepancies and independently drive issues toward resolution.
• Strong written and verbal communication skills.
• Ability to work effectively with cross-functional teams and meet recurring monthly deadlines.

Preferred

• Experience with Microsoft Dynamics 365 (D365) or another ERP/billing system.
• Experience reviewing client contracts, amendments, fee schedules, or statements of work.
• Experience with Power BI, Smartsheet, or similar reporting tools.
• Experience with both fixed-fee and variable/usage-based billing.
• Understanding of contract-to-cash, order-to-cash, or client onboarding processes.

Competencies & Behaviours

• Ownership: Takes responsibility for assigned clients from onboarding through ongoing invoicing.
• Accuracy: Understands the financial impact of contract interpretation and billing errors.
• Problem Solving: Investigates incomplete or conflicting information rather than making assumptions.
• Accountability: Proactively follows up on dependencies and escalates issues before they create billing delays.
• Communication: Clearly explains missing requirements, billing issues, and next steps to stakeholders.
• Organization: Effectively manages recurring monthly deadlines alongside new client onboarding.
• Continuous Improvement: Looks for opportunities to simplify, standardize, and strengthen processes.
• Collaboration: Builds productive relationships across Sales, Finance, Accounting, Contract Management, and other supporting teams.

Working relationships

• Finance Teams
• Sales and Account Management
• Business Operations
• External Clients and Suppliers

What we offer:

• Life, Accident and Health insurance packages (Medicover White Spring)

• Cafeteria allowance

• Home Office and Utility allowances

• Yearly bonus

• Global Family Leave

• Flexible and hybrid working model

• WESOP (World Employee Share Ownership Plan) to become a shareholder in the company

• Engagement groups within the company: get a sneak peek to our company life at https://download.schneider-electric.com/files?p_Doc_Ref=Engagement_groups_HU

• Working at the Worlds' Most Sustainable Company in 2024 (according to TIME)

• International, diverse environment and a company culture that encourages raising questions and ideas - to make an impact

• Real future career building opportunities locally & globally

• Working directly with international customers, suppliers

• ...and more!

You know about us, so let us learn about you! Apply today!

Please submit an English CV.

At Schneider, we believe that every employee is a talent who deserves equal opportunities. This means you matter. Every individual needs to feel valued, supported, and treated fairly to do their best work.

Our Total Rewards is our way of saying: “We see you. We value you”. It’s more than just pay and benefits- it’s a meaningful investment in you. It is designed for you to perform, grow, feel safe, and elevate your potential to shine as an impact maker.

Schneider Electric is there when it matters most to you

Our Total Rewards package outlines all the benefits and support you’ll enjoy as part of the Schneider Electric team:

Care for Yourself and Your Family. We ensure you feel secure with benefits that help you and your family thrive: health and life insurance, paid time off, parental and care leave, flexible work options, support for chronic conditions, and confidential counseling for life’s challenges.

Invest and Plan Your Future. We help you plan and invest for the future with competitive pay and programs: your base salary, short-term incentives or sales incentives, opportunities to own company shares, and pension saving matching contribution.

Grow Your Skills and Career. We commit to helping you grow with ongoing performance and development conversations, Senior Talent Program, global career opportunities, access to our Schneider Career Hub for new positions, projects, and mentors, and learning platforms like Coursera to equip you with the skills for today and tomorrow.

Team Up in the Workplace. We encourage teaming up through project opportunities on the Schneider Career Hub, smart ways to collaborate, celebrating contributions via a recognition program, sharing your voice in our engagement survey, and fostering an inclusive, caring workplace.

Support Your Community. We make a difference in your community with volunteer leave, programs through the Schneider Electric Foundation, and initiatives that support youth education.

Looking to make an IMPACT with your career?

When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values – Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork – starts with us.

IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.

We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.

Become an IMPACT Maker with Schneider Electric – apply today!

€40 billion global revenue
+9% organic growth
150 000+ employees in 100+ countries

You must submit an online application to be considered for any position with us. This position will be posted until filled.

Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and ‘inclusion’ is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.

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