Financial Operations Professional

3 days ago


Bharatpur, Rajasthan, India beBeeFinancial Full time ₹ 50,00,000 - ₹ 70,00,000
Financial Operations Associate

This role plays a pivotal part in the billing and accounts receivable processes. Key responsibilities include preparing accurate invoices, following up on payments, matching receipts to invoices, and maintaining records ready for audits.

Key Responsibilities:
  • Billing and Invoicing:
    • Generate monthly invoices for subscriptions and usage (voice minutes, WhatsApp, Google Rich Communication Services, and telephony).
    • Verify prices, discounts, and taxes before sending. Attach usage reports. Issue corrected invoices or credit notes after approvals.
  • Collections:
    • Send reminders, make follow-up calls/emails, record promises to pay, and escalate risks to the team.
    • Support simple payment plans after internal approval.
  • Cash Application and Reconciliations:
    • Download daily settlements from payment gateways and banks, apply each receipt to the right invoice, and clear short payments or unknown receipts within the agreed timeline.
    • Reconcile Stripe and bank statements.
  • Taxes and Compliance:
    • Assist in creating Goods and Services Tax (GST) compliant invoices, manage e-invoicing and the e-invoice reference number.
    • Verify Tax Deducted at Source (TDS) details and collect certificates. For exports under a Letter of Undertaking, organise Foreign Inward Remittance Certificates or Bank Realisation Certificates.
  • Usage and Partner Pass-throughs:
    • Collect monthly usage from systems and partner portals (e.g., WhatsApp, Google messaging, telecom partners).
    • Match partner costs to customer billing and flag any gaps that affect margins.
  • Reporting and Month-end Close:
    • Update weekly reports on collections health, aging of unpaid invoices, and open disputes.
    • Prepare month-end schedules, including lists of unapplied cash and disputes.
  • Purchase Orders and Customer Portals:
    • Track purchase order status and balances.
    • Upload invoices and back-ups to customer portals and resolve any rejections.
  • Customer Setup and Renewals:
    • Maintain customer master data (billing contacts, tax details, payment terms).
    • Prepare renewal pro-formas and ensure invoices are released on time.
  • Processes and Systems:
    • Keep standard operating procedures and checklists current.
    • Raise data issues in the customer relationship management system or billing system.
    • Ensure folders are structured and audit-ready.
  • Collaboration:
    • Work with Sales and Customer Success on purchase orders, renewals, and disputes.
    • Coordinate with Finance, Legal, Revenue Operations, and Product teams on pricing or usage-metering issues.


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