
Financial Collections Specialist
16 hours ago
We are seeking a highly organized and detail-oriented professional to support our billing and accounts receivable functions.
Main Responsibilities:- Billing and Invoicing: Prepare accurate invoices for customers, ensuring prices, discounts, and taxes are correctly applied. Generate monthly invoices for subscriptions and usage, attaching usage reports as needed.
- Collections: Send timely 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.
- Taxes and Compliance: 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.
- Usage and Partner Pass-throughs: Collate monthly usage from systems and partner portals, match partner costs to customer billing, and flag any gaps affecting 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 backups to customer portals, and resolve any rejections.
- Customer Setup and Renewals: Maintain customer master data, prepare renewal pro-formas, and ensure timely invoice release.
- Graduation required; Finance specialization preferred
- 0–2 years in billing, accounts receivable, or collections (internships count)
- 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
- Opportunity to develop financial skills and expertise
- Challenging role with diverse responsibilities
- Collaborative work environment
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