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Financial Operations Specialist

1 week ago


Noida, Uttar Pradesh, India EXL IT service management Full time
Job Overview

The Financial Operations Team at EXL IT Service Management is comprised of specialists who are responsible for timely, efficient, and accurate billing of our clients. We partner with the Sales Team to understand customer requirements, working hand-in-hand with our collections team to ensure Insight Global receives payment from IG's invoices. Each specialist owns a portfolio of accounts to support and build positive professional relationships with both clients and internal partners.

We have experienced significant growth, transforming our processes. It is an exciting time to be with the company. This position requires an employee with 3-5 years of specialty or custom billing experience for clients. The ideal candidate will possess strong problem-solving skills, time management skills, and ability to manage internal and external customer expectations. They should also be able to ask for help when needed and bring new ideas to the job, processes, and team.

Key Responsibilities:
- Accurately onboarding billing profiles and gathering specific documentation for every new contractor that goes onsite.
- Sending invoices on time and accurately per customer requirements.
- Developing standard operating procedures for new customer setups.
- Managing workload to meet internal and external deadlines
- Researching / Reconciling account issues
- Providing detailed updates on unbilled accounts
- Collaborating with the Collections team for customer issues
- AP portal entry (Ariba, Fieldglass, IQN, OB10).

Requirements & Experience:
- Minimum 3-5 Years of specialty or boutique billing (or similar position)
- Mid-level to Advanced Excel skills
- Proven experience managing customer AP Portals (Ariba, OB10, etc.)
- Proven experience resolving PO spend issues, pricing errors, and other billing errors.
- Tracking PO spend
- Working autonomously as well as in a team
- A strong curiosity to challenge processes and improve them
- Proven ability to resolve difficult customer situations
- Strong communication and customer service skills
- Working in office and collaborating with billing team and leadership at minimum 3 days per week.