Staff – OTC, Finance Operations

Role Overview

• Prepare and raise customer invoices based on approved sales orders and billing details.
• Ensure billing information such as prices, quantities, and customer details are correct before invoicing.
• Coordinate with Sales and Operations teams to clarify billing inputs or resolve missing information.
• Share invoices with customers on time and respond to basic billing‑related questions.
• Support month‑end billing activities to ensure invoices are processed with minimal backlog.
• Maintain billing trackers and records for reporting and audit purposes.
• Apply incoming customer payments against open invoices accurately and on time.
• Review bank statements and remittance details to identify the correct invoices for payment posting.
• Follow up internally to resolve unapplied or partially applied payments.
• Coordinate with Billing and Collections teams to clear payment differences or mismatches.
• Maintain basic cash application trackers to monitor daily and open items.
• Support month‑end activities by ensuring cash is applied correctly and balances are updated.
• Monitor customer accounts and identify overdue invoices for follow‑up.
• Send payment reminders and follow up with customers through emails or calls as per guidelines.
• Work with internal teams to resolve invoice issues or disputes that are delaying payments.
• Update collection notes and status regularly in trackers or systems.
• Escalate long‑pending or high‑risk items to senior team members when required.
• Support efforts to reduce overdue balances and improve overall collections performance.
• Collaborate with the Finance AR and AP teams for invoice submissions, clarifications, and query handling.
• Support internal governance by maintaining process accuracy and ensuring smooth month‑end closure with minimal backlog.
• Follow defined process steps and SOPs while performing daily activities.
• Maintain clear records and documentation for audit and reporting needs.
• Work closely with team members and other functions to resolve routine issues.
• Support continuous improvement by highlighting process gaps or inefficiencies.
• Ensure work is completed accurately and within agreed timelines.

Requirements

• Bachelor's degree in Commerce, Finance, Accounting, or a related field (B.Com/M.Com/MBA Finance preferred).
• 2–6 years of experience in billing, sales order processing, or Order‑to‑Cash operations—preferably in a service‑based or aviation/logistics environment.
• Experience working with SAP or similar ERP systems is required.
• Ability to manage month‑end timelines and handle peak-period workloads when needed.
• Comfortable working with global or cross‑functional stakeholders.

Tech Stack

• ERP

Benefits

• Competitive salary