Finance Executive

**Finance Executive/Sr Executive - Account Receivable**
- Location(s): Pune
- Job Role
- Finance Executive - Account Receivable

Job Summary: The role will work with the Senior Finance Manager to ensure billing and collection for the assigned customers are done with utmost efficiency. The role will participate in various initiatives to streamline and optimise the account Receivable function. As we continue to grow, we are looking for someone with an entrepreneurial spirit and an eye for details for continuous improvement.

**Responsibilities**:
1. Ownership of billing and collections activities in accordance with company policy and internal guidelines

2. Assist in streamlining billing and collection activities for India and US books of accounts - covering different types of billing such as recurring revenue, onboarding/ implementation fee, revenue sharing fees, etc.

3. Work with Sales ops and business (sales/customer success) teams to resolve customer billing or collection issues

4. Be a Single Point of contact for billing, contract issues, and credit notes, communicating with customers in a timely and effective manner for a speedy resolution of aged A/R items.

5. Review unbilled invoices for missing information such as POs, Order form confirmation, and escalate the matters to business leadership and customer point of contact

6. Perform collection activities, including follow-up enquires, agreements on past-due accounts, and engaging the commercial team on complex collection matters.

7. Collate and present key matrices related to billing, collection, and Account receivables

8. Build and maintain relationships with business stakeholders and customer points of contact to ensure timely billing and collection activities

9. Perform billing cycle validation and raise timely and accurate invoices

10. Responsible for executing processes such as monthly A/R reporting, Collection status, commentary on old A/R items and need for Bad Debt Reserve, etc.

11. Participate in various initiatives to ensure compliant processes for billing and collection areas, suggest process improvement and best practices, documentation, and SOP creation, wherever applicable.

13. Assist finance manager in routine and annual audits, responsible for preparation of audit schedules and explanations related to account receivables

**Required Skills & Qualifications**:
1. Educational qualifications: Bachelor's and master’s degrees or equivalent experience.

2. 3-5 years of Industry experience in billing, payment, credit, and collection processes in Technology and IT SaaS product companies

3. Experience with analysing and reporting data to identify issues, trends, or exceptions to drive improvement of results and find solutions

4. Experience in diagnosing, isolating, and resolving complex issues and recommending and implementing strategies to resolve problems

5. Excellent verbal and written communication skills

6. Ability to work comfortably within tight timelines

7. Intermediate to expert knowledge of google sheets /MS Office and CRM tools

8. Excellent communication and interpersonal skills

9. Problem-solving attitude and critical-thinking skills, process-oriented mindset

10. A strong team player with a positive, service-oriented attitude who drives process improvements to increase the effectiveness of the team and minimise room for errors.

**About CrelioHealth**:
CrelioHealth (formerly LiveHealth) is an IT product company in the Health care domain. We are an almost decade-old IT product organisation.
We are a flourishing, Open & Flexi culture organisation with a youthful team.
We are a group of young enthusiasts who are passionate about building the best line of products in healthcare diagnostics. Our product is LIMS & CRM used for Pathology Labs & Hospitals.

**Our Product -**
- **CrelioHealth LIMS**:

- Web-based LIMS (Laboratory Information Management System) and RIS (Radiology Information System) solution for automating your processes & managing the business better
- **CrelioHealth CRM**:

- Patient booking and engagement tool to take patient experience to the next level.
- **CrelioHealth Inventory - **Online platform to manage your lab inventory, stock, and purchases

Blog - CrelioHealth for Diagnostics