Finance Analyst - Order to Cash(OTC)

Overview

Finance Analyst for Order to Cash (OTC), responsible for managing customer accounts receivable, reducing aged balances, resolving billing disputes, and ensuring timely collection of outstanding invoices.

What you'll do

• Manage a portfolio of customer accounts to ensure timely collection of outstanding receivables.
• Contact customers by phone, email, and written correspondence regarding past-due balances.
• Research and resolve payment delays, account discrepancies, and billing disputes.
• Review customer accounts and aging reports to identify collection priorities.
• Initiate and document collection activities and follow-up actions.
• Collaborate with Billing, Sales, Sales Operations, and other departments to resolve customer issues impacting payment.
• Create, track, and monitor disputes through established workflows and systems.
• Maintain accurate collection notes and account records in company systems.
• Recommend accounts for escalation when standard collection efforts are unsuccessful.
• Support month-end close activities by providing account status updates and collection forecasts.
• Monitor mailbox and open service tickets.
• Support cash application.

What you'll need

• 2+ years of collections, accounts receivable, or related finance experience.
• Strong understanding of billing, cash application, and dispute resolution processes.
• Proficient in Microsoft Excel and Microsoft Office applications.
• Excellent verbal and written communication skills.
• Strong analytical, problem-solving, and organizational skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Competencies: Customer Relationship Management, Attention to Detail, Problem Solving, Negotiation Skills, Accountability, Time Management, Collaboration, Financial Acumen.

Nice to have

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• Experience with ERP and billing systems (NetSuite, Zuora, or similar platforms).

Details

• Location: Bengaluru, India (Office).