Client Financial Mgmt Associate

 About The Role  

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 teamsDesign the process and configure the technology to support the process of creating and issuing customer invoices that begin with the creation of an invoice and end with the issuance of an invoice and creation of a corresponding receivable.

What are we looking for? Processing accuracy and efficiency (Delivery quality)Minimize processing errors in all taxonomy steps of the billing processExecute all billing tasks within the agreed timelinesProcess expertiseThorough knowledge of the desktop procedures that have been designed for each of the taxonomy tasksClient communicationAddress 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 ethicDevelop a constructive working relationship with the other billing agents of the team, share best practices and lessons learntContinuous improvement mindsetActively strive for personal development and upskilling/Communicate training ideas to the team leadDelivery quality metricsError rate :Percentage of billing transactions with errorsProcessing time :Average time taken to process a billing taskFirst pass yield :Percentage of transactions processed correctly without the need for reworkClient communication metricsClients complaint rateEscalation rate :Percentage of issues escalated to higher managementTeam Collaboration metricsPeer feedbackContribution to collaborative projectsContinuous improvement metricsAdaptability score (to new processes/tools/policies)Contribution to improvement/automation initiatvesAdded knowledge on knowledge on MS Office applications like Outlook, Excel, Word
Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of workThe billing agent is expected to work in Night shifts from 6PM IST to 3AM IST
 Qualification 
Master of Business Administration