Senior Executive- FinOps

Senior Executive, Order to Cash (O2C)

The Sr Executive – Order to Cash will support the O2C Manager in managing the end-to

end accounts receivable cycle including customer invoicing, collections, cash

application, dispute resolution, and reconciliation. The role requires coordination with

internal teams and customers to ensure timely billing and collections while maintaining

accurate financial records.

Key Responsibilities

• Invoicing & Billing
• Prepare and process customer invoices based on contracts, purchase orders, or service confirmations & comply with agreed upon terms.
• Experience in creation of expense invoicing or reimbursement invoices.
• Upload invoices on customer portals where applicable.
• Maintain invoice documentation and audit trails.
• Should be well versed with fixed cost invoicing, retainer, milestone and T&M invoicing.
• Accounts Receivable Management
• Monitor customer accounts to ensure timely payment of invoices.
• Track outstanding balances and prepare AR ageing reports.
• Follow up with customers regarding overdue invoices.
• Regular and close coordination with the Manager and raise red flags, wherever required
• Update AR reports and excels on timely basis.
• Collections
• Perform collection activities including emails, calls, and payment reminders.
• Coordinate with AR owners and customer success teams to resolve payment issues.
• Maintain detailed collection notes and communication records.
• Cash Application
• Timely & accurate application of customer payments in ERP systems.
• Investigate and resolve unapplied cash or payment discrepancies.
• Reconcile customer accounts periodically.
• Identify and maintain track of customer advances.
• Dispute Resolution
• Identify billing disputes and coordinate with internal teams for resolution.
• Maintain dispute logs and ensure timely closure.
• Identify and raise red flags to management.
• Calculate and post provisions for doubtful accounts.
• Reporting & Reconciliation
• Assist in preparing weekly and monthly AR reports a required by management.
• Support month-end closing activities related to receivables.
• Reconcile AR balances with the general ledger.
• Perform inter-company billing and reconciliation thereon.
• Process Improvement & Compliance
• Ensure compliance with company financial policies and internal controls.
• Support audit requirements by providing documentation.
• Identify opportunities to improve O2C processes including introduction of automation wherever necessary.
  

Required Qualifications

• B.com/ M.com/ MBA in Commerce/ Finance or CA inter.
• 3–5 years of experience in Accounts Receivable / Order to Cash / Billing.

Required Skills

• Strong understanding of Order to Cash cycle.
• Experience working with ERP systems (NetSuite / SAP / Oracle / similar).
• Good knowledge of AR reconciliation and ageing analysis.
• Strong communication skills for customer interaction.
• Good Excel skills (pivot tables, lookups preferred).
• High attention to detail and ability to meet deadlines.

Preferred Skills (Good To Have)

• Experience working in shared services / global finance teams.
• Knowledge of basic revenue recognition principles ( Preferably per USGAAP).
• Exposure to customer portals and electronic invoicing platforms.
• Basic knowledge of India GST filing (not mandatory)

Skills: erp,o2c,customer invoicing,accounts receivable,order to cash,netsuite,billing,invoicing,cash application,collection,account reconciliation