FAS Transition Specialist II

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company’s solution at www.onesourcevirtual.com.

OneSource Virtual was founded in 2008 as a Workday Services Partner to implement the Workday ERP (SaaS) and provide post-implementation payroll and related services to Workday customers. OSV is headquartered in Dallas, TX, and has offices in Mesa, AZ, and Derry, Northern Ireland. OSV is the market leader in providing innovative solutions to Workday customers at the highest level of customer satisfaction.

When you join OneSource Virtual, you become part of a team. You’re encouraged to learn, share ideas, and participate in team-building and charitable activities. We reward innovation, fresh perspective, hard work, and, above all, values.

Position Summary/Objective

 Finance and Accounting Services (FAS) is a growing department at One Source Virtual. This candidate must have strong attention to detail, good clerical and organizational skills, be quality-oriented, and enjoy working in a team-oriented environment. The ideal candidate will have advanced knowledge of Accounts payable and a Shared Service environment. This candidate will excel at providing “world-class” customer service.

Essential Functions/Duties/Responsibilities

• Hypercare invoice processing, including training Kofax per supplier, capturing key information so Kofax remembers the correct supplier, setting Regix numbers in Salesforce, and providing high-risk notes.
• Working alongside enablement, testing for new customers; This team is a bridge from enablement to production.
• Understanding coding rules (watch videos, tier 1 coding rule questions), Technology Audit/understand errors, and build the go-live reference before the customer moves to production.
• Train the Production team on the nuances of the customer going live, including their setup in Salesforce, the notes on the go-live reference, and where to find information on the invoice to assist with coding.
• Deliver a high-touch, premium experience to customers, ensuring satisfaction and confidence throughout the onboarding process.
• Assisting with coding rule suggestions throughout Hypercare and on-going.
• Provide team training to new FAS employees and as needed.
• Support OSV Support & coding rule portal access cases
• Understand the document report to research and provide explanations
• Will gain proficiency and a comprehensive understanding of backend coding rules and system configurations.
• Navigating the coding rule portal to assist the customers in creating and modifying their coding rules.

Supervisory Responsibility

This role does not have supervisory responsibilities.

Essential Qualifications, Experience & Skills

• 2+ years of Accounts payable experience. Experience in coaching/ mentoring & auditing the work of others
• Advanced knowledge of Kofax 
• Advanced OSV support knowledge, working through WD Errors.
• Understanding coding rules and PO Pairing
• Improving training material. Making suggestions to improve.
• Understanding of Service Level Agreements.
• Able to resolve complex standard customer problems. E.g., PO not pairing and why. Document report.
• Exemplary attention to detail.
• Able to follow and Question process and protocol and make recommendations where deviation may be required.
• Able to assimilate and process complex information from several sources, with differing emphasis, to ensure SLAs are met. For example (doc report/365/ invoice not processed)
• Strong customer satisfaction scores and feedback.
• Manages own workload and priorities and will assist others in this respect.
• Contributes to the team's work by proactively checking cases to ensure team delivery and assisting where necessary.

Desirable Skills

• Problem Solver
• Seeks out learning opportunities
• Exemplary customer service skills

Self-Management

• Role models the Values
• Proactively assist other team members to assist them with their work/place in the team
• Seeks out opportunities to learn and develop by proactively reviewing information, circumstances, and structure/process changes

#LI-REMOTE

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.