Accounts Receivable | Collections Specialist | Customer Account

Job Summary :

An opportunity to work with a Big4 organization under our payroll.

We are seeking a detail-oriented and proactive Customer Account & Reconciliation Specialist for our Clients Finance & Accounts team. This role combines customer account management and accounts receivable reconciliation, ensuring accuracy in invoicing, payment application, and TDS (Tax Deducted at Source) adjustments. The position is non-collections focused, emphasizing reconciliation accuracy, query resolution, and customer experience excellence within the Order-to-Cash (O2C) process.

An opportunity to work with a Big4 organization under our payroll.

Key Responsibilities :

Accounts Receivable & Reconciliation -

• Reconcile customer accounts by ensuring accurate application of TDS deductions against corresponding invoices in the AR ledger.
  
• Monitor and investigate discrepancies, and resolve them as to, short payments, and unmatched transactions.
  
• Prepare and maintain AR aging, reconciliation, and MIS reports using Excel.
  
• Ensure timely and accurate posting of customer payments and closure of open invoices.
  
• Support audits by providing reconciliations, schedules, and required documentation.
  

Customer Account Management -

• Act as the primary AR point of contact for customers regarding billing and payment-related queries.
  
• Collaborate with internal teams (collections, sales, finance) to resolve issues and ensure customer satisfaction.
  
• Track and document payment deviations; escalate to internal teams when necessary.
  
• Guide customers in using engagement channels such as self-service or payment portals.
  
• Ensure adherence to internal controls, audit standards, and regulatory compliance.
  

Process & Performance Improvement -

• Identify and propose process enhancements within the AR and O2C workflow.
  
• Contribute to the continuous improvement of reconciliation and customer account processes.
  
• Maintain data accuracy and ensure compliance with company policies and accounting principles.
  

Key Requirements :

• Education: Bachelors degree in Commerce, Accounting, Finance, or related field.
  
• Experience: 36 years of relevant experience in Accounts Receivable, Customer Account Management, or O2C processes.
  
• Strong understanding of TDS application, AR ledger management, and payment reconciliation.
  
• Excellent communication skills (verbal and written) for effective customer and stakeholder correspondence.
  
• Advanced proficiency in Microsoft Excel; experience preparing reconciliations and MIS reports.
  
• Analytical mindset with high attention to detail and the ability to work independently.
  

Preferred Qualifications :

• Experience with ERP systems (SAP, Oracle, or equivalent).
  
• Prior experience in a shared services or corporate finance environment.
  
• Exposure to IT / service industry AR processes.
  
• Knowledge of customer relationship management and escalation handling.
  

Behavioral Competencies :

Customer Focus

Builds and sustains strong customer relationships; adapts approach to ensure seamless service delivery.

Analytical Thinking

Uses data and analysis to identify discrepancies and recommend corrective actions.

Process Improvement

Generates and supports ideas that enhance reconciliation efficiency and customer outcomes.

Adaptability

Operates effectively in changing or uncertain situations with composure and problem-solving focus.

What We Offer :

• A collaborative, supportive, and learning-focused environment.
  
• Opportunities for growth within Finance & Order-to-Cash operations.
  

Cross-functional exposure to collections, reconciliation, and customer success processes.

Note - Multiple Open positions.