Sr. Associate

Our client is a market leader in derivatives post-trade processing, bringing innovation, expertise, processes and networks together to solve the post-trade challenges of global financial markets, operates cross-asset post-trade processing networks, providing a proven suite of Credit Risk, Trade Workflow and Optimisation services. Together these solutions streamline post-trade workflows, enabling firms to connect to counterparties and utilities, manage credit risk, reduce operational risk and optimize processing to drive post-trade efficiencies.

The Job

The Senior Associate - Order to Cash (OTC) Collections will be part of the Order to Cash team and be responsible for the Collections process for designated product lines. This position requires someone with a passion who can independently work with Sales, Business Heads/Leads and clients directly to build a professional relationship to optimize the collection process to match the industry standard.

• Deliver the Collections process with a strong understanding of businesses and gaining a good understanding of its capabilities and data. Responsible for developing and maintaining relevant SOPs.
• Build complete understanding of different billing systems used in specifically SAP and engage with respective technical teams on resolving issues.
• Ensure appropriate allocation of clients to team members in a balanced manner for timely collection and resolution of clients issues.  Someone who can build a strategic metrics to proactively identify issues, patterns, and strengthen the relationship with key clients along with respective Sales and AMs.
• Complete control of client's emails, list of open issues along with clear action for e2e closure. Responsible for Interactive Commercial Dashboard highlighting value additions, delays, issues and find new opportunities to optimize the cashflow. Developing and implementing realistic payment plans and schedules as per company's requirements.
• Collaborate cross-functionally with Sales, Technology, Finance and customers to resolve billing errors, credit issues, payment disputes, expedite the collections process and maintain momentum throughout the year. Serve as the main point of contact for internal departments and stakeholders. Provide extended support to the Billing Team to make amendment in the invoices, where necessarily required.
• Proactively identify and resolve discrepancies or issues that may arise during the order cycle, such as billing errors, address issues, incorrect product information, requirement of PO to be quoted on the invoice, tax issues etc.

• Key Metrics: Responsible for producing metrics including but not limited to:

• Cash Inflow forecast to Treasury

• Collection Effectiveness Index (CEI)
• Recovery Rate
• Right Party Contact (RPC) Rate
• Audit Support
• Process Improvement
• Risk and Control

Your Profile

Senior Associate - Order to Cash (OTC) Collections must possess a mix of Technical & Professional competencies. They must be adept at:

• 6+ years of relevant experience in an OTC process with a global organisation. Financial Services experience will be preferred.
• OTC processes with global exposure; financial services preferred.
• Stakeholder Management: Skilled in cross-functional coordination across Sales, Tech, Legal, Risk, and Finance
• Customer Management: Resolves queries efficiently within agreed timelines
• Teamwork: Collaborative mindset; team leadership experience is a plus
• Communication: Strong verbal, written, and presentation skills
• Analytical Skills: Able to interpret billing data and explain variances
• Technical Experience: Strong hands-on experience in order management processes, including billing operations, contract handling, and system workflows.