Executive - Order To cash - Invoice Creation

• Postgraduate (B. Com/Honors) or a bachelor s degree with relevant experience in OTC Operations.
• Experience (years):
• Executive - Graduate with 2 to 4 years of experience
• Sr Executive Graduate with 4 to 6 years of experience
• Relevant Experience:
• OTC or Accounts Receivable (Sales Order Processing)

Working Hours:

8.5 hours/day (US Shift)

Role Summary:

• Support the Client Finance team in all areas associated with project setup, invoicing, and collections.
• The role will also require coordinating with the NEC, sales order processing team, collections and credit management team.
• Qualification Criteria/Work Experience

Essential:

• Strong knowledge of OTC project setup, invoicing and collection
• Working knowledge of SAP Finance module
• Experience in shared services/customer facing environment
• Understanding of standard operating procedures
• Knowledge of system, applications, operating tools, metrics and excel
• Good communication skills, plus good verbal written presentation skills
• Flexibility to work within a high growth, rapidly changing environment
• Ability to self-motivate and initiate change
• Ability to work with colleagues at all levels
• Accounts Receivable Responsibilities
• Primary point of contact for any invoice creation related queries
• Confirm with Retained Organization (RO) on completion of due billing milestone for invoice creation
• Coordinate with order processing team at the time of order fulfilment
• Create invoices as per instructions received from RO and process it further as per standard operating procedures
• Create accurate invoices based on sales orders, delivery confirmations, or service completion records in SAP
• Assist in generation of data for invoice, invoice creation, and invoice dispatch
• Coordinate with RO to understand any discrepancies on invoice creation details
• Create invoice creation tracker and document relevant details to support invoice monitoring activities
• Provides relevant inputs to collections and credit management teams to support them carry out their activities
• Investigate and resolve discrepancies or errors in invoices, including issuing credit/debit notes if needed
• Work closely with sales, logistics, and finance teams to ensure smooth invoice processing and issue resolution
• Respond to queries in a timely and accurate manner
• Create data trackers for supporting monitoring activities
• Prepares monthly reports
• Audit data requirement fulfillment by providing requested documents
• Assist team leader in a timely and appropriate manner with regards to purchase support activities
• Timeliness: Perform invoice creation tasks as per defined Turn Around Time
• Accuracy: Ensure 100% accuracy rate in day-to-day activities to ensure Service Level Agreement are met

Key Skills

• Sales order processing and Invoice Creation
• Accounts Receivable Ledger Management
• Financial Accounting and Reporting
• Advanced Excel and Spreadsheet Skills
• SAP ERP and Accounting Software Proficiency
• Team Player