Financial Services Manager

4 days ago

Gurgaon, Haryana, India beBeeCredit Full time
Job Overview

As a key member of the Order to Cash team, you will be responsible for performing tasks within the Accounts Receivable & Collections stream, as well as your involvement in the Month End Closing process and other specific accounting activities related to the stream.

The performance should meet the requirements defined in the SLA/KPIs.

  • Client Set Up
  • Performing due diligence on new customers/suppliers, requesting KYC information, documentation, review and verification of received documentation and making an analytical risk assessment for all counterparties
  • Conduct credit checks
  • Prepare Commercial Summary of the contract
  • Invoicing
  • Monitor processing of invoices on Clients based on information received from operations
  • Ensuring compliance with contract
  • Cash Allocation
  • Booking and Allocation of payments received from clients.
  • Assist with client reconciliation
  • Ensure Credit Notes and Invoices are properly offset.
  • Credit Control
  • Following up with Clients for collecting money
  • Ensuring excellent rapport & relationship with clients
  • Preparing Summary of money collected and overdue accounts
  • Identifying reasons/ block for non-payment of monies by clients
  • Following up with relevant departments to resolve issues so that money can be collected from client
  • Developing templates, policies, and procedures by each client for ensuring money from concerned clients are collected on timely basis
  • Liaison with Lawyers when needed for Delinquent accounts
  • AR Insurance
  • Understand the coverage requirements for AR
  • Knowledge Transfer - Transition of the activity to India for this function
  • Manages the Insurance requirements, coverage, settlement and renewal process on an ongoing basis.
  • Customer Service and Reconciliation
  • Liaise with Operations to resolve any queries raised by Clients
  • Responding to inquiries from operations / clients and resolve issues.
  • Perform AR reconciliations.
  • Month End
  • Assist with AR sub-ledger close process and other Month End activities (Bad debt provision, Unbilled Revenue, WIP)
  • Ensure monthly checklists are completed by the month end and signed off by Senior Accountant
  • Prepare monthly, quarterly, annual and ad-hoc forecasting reports
Required Skills and Qualifications

CA with 5-7 years of experience in Managing Order to Cash Process. Working with BPO companies will be added advantage

Experience in a O2C Process

Strong communication skills

Experience of operating within a finance shared service environment

Enthusiastic, self-motivated, adaptable, and flexible

Ability to perform under pressure

Problem-solving skills

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