Client Financial Mgmt Associate

Job Description

Skill required: Client Financial Management - Billing Processing Designation: Client Financial Mgmt Associate Qualifications: Master of Business Administration Years of Experience: 1 to 3 years What would you do? Responsible for executing all billing processes provided by the team ensuring adherence to the standard taxonomy tasks and corresponding standard desktop proceduresQualification-CA, CMA, MBA FPAN, Description-Responsible for financial management - including budgeting & forecasting, contract profit & loss management and advisory services to client and corporate leadership teamsThe Billing Processing team focuses on the process of creating and issuing customer invoices. This includes reviewing the list of debit notes raised and identifying any gaps in the process. The role requires a good understanding of invoicing, collections, account receivables, order management, sales order, order processing, order fulfillment, and journal entries. The role may also require following up with the sales team to provide reasons for raising debit notes and un-recognized revenue. What are we looking for? Performance metrics :Delivery quality metrics Error rate :Percentage of billing transactions with errors Processing time :Average time taken to process a billing task First pass yield :Percentage of transactions processed correctly without the need for reworkClient communication metrics Clients complaint rate Escalation rate :Percentage of issues escalated to higher managementTeam Collaboration metrics Peer feedback Contribution to collaborative projectsContinuous improvement metrics Adaptability score (to new processes/tools/policies) Contribution to improvement/automation initiatves Roles and Responsibilities: Processing accuracy and efficiency (Delivery quality) Minimize processing errors in all taxonomy steps of the billing process Execute all billing tasks within the agreed timelinesProcess expertise Thorough knowledge of the desktop procedures that have been designed for each of the taxonomy tasksClient communication Address client queries around billing in a timely and effective manner in order to avoid escalations where possibleQuality assurance Ensure all implemented quality assurance controls are adhered to while executing the billing tasksCollaboration ethic Develop a constructive working relationship with the other billing agents of the team, share best practices and lessons learntContinuous improvement mindset Actively strive for personal development and upskilling/Communicate training ideas to the team lead Qualifications Master of Business Administration