Financial Collections Associate

3 days ago


Malappuram, Kerala, India beBeeAccount Full time ₹ 5,00,000 - ₹ 8,50,000

Job Overview:

The ideal candidate will have experience in generating accurate invoices, following up on payments, and maintaining records for audits.

Billing and Invoicing Responsibilities:

  • Billing Process: Generate monthly invoices for subscriptions and usage. 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 (Supporting Role): 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, arrange Foreign Inward Remittance Certificates or Bank Realisation Certificates.
  • Usage and Partner Pass-Throughs: Collect 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. Prepare renewal pro-formas and ensure invoices are released on time.
  • Processes and Systems: Keep standard operating procedures current, raise data issues, and 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.

Requirements and Skills:

  • Graduation required; Finance specialisation preferred.
  • 0–2 years in billing, accounts receivable, or collections.
  • Basic understanding of invoicing, GST, e-invoicing, and TDS is a plus.
  • Strong Excel skills; comfortable using accounting tools and a customer relationship management system.
  • Clear written and verbal communication; firm yet customer-friendly approach to collections.
  • Detail-oriented, organised, dependable, and eager to learn.


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