Financial Document Specialist

2 days ago


Kannur, Kerala, India beBeeInvoicing Full time ₹ 8,00,000 - ₹ 10,00,000

About the Position

We are seeking a skilled professional to fill the role of Invoicing Associate.

As an Invoicing Associate, you will play a key role in maintaining financial accuracy by ensuring timely and precise invoicing.

You will be responsible for preparing and issuing invoices to customers, meeting invoice delivery deadlines, and ensuring all necessary support and backups are in place.

Key Responsibilities

  • Prepare and issue accurate invoices to customers within specified timelines
  • Meet strict invoice delivery deadlines to maintain high-quality service standards
  • Enter invoices into customer websites
  • Submit invoices electronically via data interchange
  • Demonstrate a thorough understanding of key areas specific to customer invoicing
  • Carefully review each field on invoices before submission to ensure accuracy
  • Maintain accurate records of invoice submissions and backup documentation
  • Timely update Navision with invoice submission status
  • Log and document customer invoicing process files as reference materials
  • Collaborate closely with payroll and invoicing teams to streamline invoice submission processes
  • Generate statements of accounts for customers
  • Reconcile self-billed cases with customer-approved timesheets
  • Handle invoice rejections and credit transactions
  • Maintain standard operating procedures (SOPs) for invoicing and update them regularly
  • Promote continuous improvement of invoicing platforms
  • Support credit control functions related to invoicing and payment collection

Necessary Skills and Qualifications

  • Minimum two years of experience in invoicing is required
  • Excellent written and oral communication skills essential
  • Hands-on experience with Microsoft Excel (formulas, V-lookup, Pivot Table)
  • Adequate analytical and process knowledge
  • Basic accounting knowledge


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