01Overview
Postgraduate (B. Com/Honors) or a bachelor s degree with relevant experience in OTC Operations.Experience (years):Executive - Graduate with 2 to 4 years of experienceSr Executive Graduate with 4 to 6 years of experienceRelevant Experience:OTC or Accounts Receivable (Sales Order Processing)Working Hours:
8.5 hours/day (US Shift)
Role Summary:
Support the Client Finance team in all areas associated with project setup, invoicing, and collections.The role will also require coordinating with the NEC, sales order processing team, collections and credit management team.Qualification Criteria/Work ExperienceEssential:
Strong knowledge of OTC project setup, invoicing and collectionWorking knowledge of SAP Finance moduleExperience in shared services/customer facing environmentUnderstanding of standard operating proceduresKnowledge of system, applications, operating tools, metrics and excelGood communication skills, plus good verbal written presentation skillsFlexibility to work within a high growth, rapidly changing environmentAbility to self-motivate and initiate changeAbility to work with colleagues at all levelsAccounts Receivable ResponsibilitiesPrimary point of contact for any invoice creation related queriesConfirm with Retained Organization (RO) on completion of due billing milestone for invoice creationCoordinate with order processing team at the time of order fulfilmentCreate invoices as per instructions received from RO and process it further as per standard operating proceduresCreate accurate invoices based on sales orders, delivery confirmations, or service completion records in SAPAssist in generation of data for invoice, invoice creation, and invoice dispatchCoordinate with RO to understand any discrepancies on invoice creation detailsCreate invoice creation tracker and document relevant details to support invoice monitoring activitiesProvides relevant inputs to collections and credit management teams to support them carry out their activitiesInvestigate and resolve discrepancies or errors in invoices, including issuing credit/debit notes if neededWork closely with sales, logistics, and finance teams to ensure smooth invoice processing and issue resolutionRespond to queries in a timely and accurate mannerCreate data trackers for supporting monitoring activitiesPrepares monthly reportsAudit data requirement fulfillment by providing requested documentsAssist team leader in a timely and appropriate manner with regards to purchase support activitiesTimeliness: Perform invoice creation tasks as per defined Turn Around TimeAccuracy: Ensure 100% accuracy rate in day-to-day activities to ensure Service Level Agreement are metKey Skills
Sales order processing and Invoice CreationAccounts Receivable Ledger ManagementFinancial Accounting and ReportingAdvanced Excel and Spreadsheet SkillsSAP ERP and Accounting Software ProficiencyTeam Player .
