Financial Collections Specialist

2 days ago

Allahabad, Uttar Pradesh, India beBeeAccountant Full time ₹ 43,20,000 - ₹ 84,00,000
Job Title

This role is responsible for supporting billing and accounts receivable processes. Key responsibilities include generating accurate invoices, following up on payments, matching receipts to invoices, and maintaining records for audits.

  • Billing and Invoicing:
    • Generate monthly invoices for subscriptions and usage, ensuring accuracy of prices, discounts, and taxes before sending.
    • Attach usage reports and issue corrected invoices or credit notes after approvals.
  • Collections:
    • Send reminders and make follow-up calls/emails to customers.
    • 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 (supporting role):
    • Create GST compliant invoices.
    • Manage e-invoice reference number.
    • Verify Tax Deducted at Source 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 from systems and partner portals.
    • 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, including billing contacts, tax details, and 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.

Required qualifications and skills include graduation with finance specialisation preferred, 0–2 years' experience in billing, accounts receivable, or collections, and basic understanding of invoicing, GST, e-invoicing, and TDS. Strong Excel/Google Sheets skills and comfortable using accounting tools and a customer relationship management system are also required.

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