Finance Analyst

3 days ago

Bengaluru India Sage Full time

Job Description Job Description As a Finance Analyst at Sage, you will play a critical role at managing the entire O2C cycle. You will be ensuring timely and accurate billings in QuickBooks. Additionally, you will be collaborating between cross functional teams - Sales, Finance, Customer Success to resolve any dispute or queries. Required Skills & Qualifications: - Bachelor's degree in Accounting, Finance, or related field (CA Inter / CPA preferred). - 5+ years of experience in O2C, AR, or related roles, preferably for US-based clients. - Hands-on experience with QuickBooks Online and Stripe is mandatory. - Strong knowledge of US Sales Tax rules, nexus determination, and tax application on invoices. - Proficiency in Excel for reporting and reconciliations. - Strong analytical and problem-solving skills with attention to detail. - Excellent verbal and written communication skills to interact with US clients. Responsibilities: - Manage the entire O2C cycle, including order validation, invoicing, payment application, and collections for US-based customers. - Ensure accurate and timely billing in QuickBooks, including subscription-based or milestone-based invoicing. - Reconcile payments through Stripe and other payment gateways; investigate discrepancies. - Monitor accounts receivable aging and drive timely collections to maintain healthy cash flow. - Handle US Sales Tax compliance, including verifying correct tax application on invoices and coordinating with tax advisors for filings. - Prepare and review monthly AR reports, cash forecasts, and DSO (Days Sales Outstanding) metrics. - Work closely with Sales, Finance, and Customer Success teams to resolve billing disputes or customer queries. - Implement process improvements for efficiency and compliance with internal controls. - Support audit requirements by maintaining proper documentation for invoices, receipts, and tax records.

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