Financial Collections Specialist

1 week ago

Aurangabad, Maharashtra, India beBeeBilling Full time ₹ 6,00,000 - ₹ 9,00,000

Role Overview:

As a core team member, you will play a pivotal role in managing billing and accounts receivable processes. Your primary goal is to ensure timely and accurate invoicing, followed by diligent collections efforts.

Key Responsibilities:

  • Billing and Invoicing:
    • Generate monthly invoices for subscriptions and usage-based services (voice minutes, WhatsApp, Google Rich Communication Services, and telephony).
    • Verify prices, discounts, and taxes before sending the invoice.
    • Attach usage reports and issue corrected invoices or credit notes after approvals.
  • Collections:
    • Send reminders and make follow-up calls/emails to customers who have not made payments on time.
    • Record promises to pay and escalate risks to the team as needed.
    • Support simple payment plans after internal approval.
  • Cash Application and Reconciliations:
    • Download daily settlements from payment gateways and banks.
    • Apply each receipt to the corresponding invoice and clear short payments or unknown receipts within the agreed timeline.
    • Reconcile Stripe and bank statements regularly.
  • Taxes and Compliance (Supporting Role):
    • Assist in creating Goods and Services Tax (GST) compliant invoices.
    • Manage e-invoicing and e-invoice reference numbers.
    • Verify Tax Deducted at Source (TDS) details and collect certificates.
    • Organize Foreign Inward Remittance Certificates or Bank Realisation Certificates for exports under a Letter of Undertaking.
  • Usage and Partner Pass-throughs:
    • Collate monthly usage data 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.
    • Keep folders 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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