Financial Analyst - OTC

Overview

Support the order-to-cash billing process for the Enterprise Financial Services OTC team, ensuring timely and accurate customer billing and invoicing.

What you'll do

• Process customer billing documents in the ERP system per defined policy and guidelines, ensuring accuracy and timely execution.
• Generate and distribute customer invoices for correctness, ensuring alignment with guidelines.
• Monitor and follow up on outstanding Finance/customer queries and transactions.
• Investigate and resolve discrepancies or issues related to invoices or orders.
• Collaborate with multiple stakeholders from international entities to resolve queries and customer issues and ensure smooth invoice processing.
• Maintain accurate records and documentation of transactions and customer communications, and adhere to KPI metrics.
• Assist in preparing monthly, quarterly, and annual reports for internal stakeholders.
• Help identify process improvements to enhance efficiency and reduce errors in the OTC billing process.
• Perform other duties as assigned by the manager.
• Assist in end-to-end process transition, including knowledge transfer, documentation of SOPs, and smooth handover from the International Team with minimal operational impact.

What you'll need

• Minimum 6 years of experience in OTC billing/invoicing process.
• Bachelor's degree in commerce (finance graduates only; no technical graduates).
• Prior experience working in a Shared Service / GCC environment.
• Strong attention to detail and accuracy, with ability to work independently.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office, especially Excel.
• Strong analytical and problem-solving skills.
• Ability to work independently in a fast-paced, team-oriented environment.
• Willingness to learn and adapt to new processes and systems.

Nice to have

• Experience with ERP systems (SAP, Oracle, etc.).

Details

• Location: Bengaluru, Karnataka, India (Northgate, Sy No 2/2 Venkatala Village, Yelahanka Hobli).
• Work mode: Hybrid; must be open to work from the office.
• Must be flexible to work in any shift.