Officer - Billing & Accounts - 3 Nos

Core Tools Required : Tally ERP/Prime, Advanced MS Excel

Location : Ernakulam, Kerala

Role & responsibilities

1. Invoice Generation & Management

• Prepare and issue accurate invoices based on orders.
• Ensure timely generation of invoices in line with client agreements.
• Prepare eway-Bills.

2. Billing Reconciliation

• Reconcile billing records and accounts to ensure accuracy.
• Identify and resolve discrepancies in billing or payments promptly.

3. Payment Monitoring

• Follow up and Monitor payments received and verify against issued invoices.
• Accurately record customer payments in Tally and Excel-based reports.

4. Customer Interaction

• Respond to customer queries regarding billing issues with clarity and professionalism.
• Communication with Modern Trade, Distributors, Dealers, Other Customers, Vendors, ASM and Executives & Principal Suppliers.
• Handle client inquiries related to invoicing discrepancies, outstanding payments, or payment status.

5. Maintaining Billing Records

• Maintain updated billing records, including invoice details and payment histories.
• Systematically store and archive all billing-related documents for easy retrieval.

6. Reporting & Analysis

• Prepare and submit billing and receivable reports for management review periodically and as and when required.
• Assist in generating monthly, quarterly, and annual financial statements related to billing.
• Use Advanced Excel for data analysis, pivot tables, VLOOKUP, reconciliation sheets, and MIS reporting.

7. Compliance & Accuracy

• Ensure adherence to company policies, statutory norms, and tax regulations (e.g., GST etc).
• Conduct regular checks for accuracy and completeness of billing records.

8. Account Reconciliation & Audit Support

• Collaborate with accounts and finance teams for customer account reconciliation.
• Sound accounting knowledge for raising Journal/Debit/Credit notes etc.
• Provide necessary support during internal and external audits.

9. Inventory Management

• Track & manage inward and outward stock movement in coordination with the warehouse team.
• Maintain updated stock reports and reconcile with billing data.
• Monitor discrepancies in stock vs. billing and resolve promptly.

10. Process Improvement

• Identify opportunities to streamline and automate billing processes.
• Suggest improvements in billing procedures to enhance efficiency and accuracy.

Preferred candidate profile

• Education

  : Graduate in Commerce/Accounting/Finance (B.Com or equivalent).

• Experience

  : Minimum 35 years of experience in billing, accounts, or inventory-related roles.

• Age

  : 25-45 years.

• Technical Skills

  :
• Proficiency in

  Tally ERP/Prime

  for billing and accounting.
• Advanced

  MS Excel

  (pivot tables, VLOOKUP, reconciliation, MIS reporting).
• Knowledge of

  e-Way bills, GST compliance, and statutory billing norms.

• Domain Knowledge

  :
• Hands-on exposure to billing, accounts reconciliation, and payment tracking.
• Familiarity with

  inventory management

  and coordination with warehouse operations.

• Soft Skills

  :
• Strong attention to detail and accuracy.
• Good communication skills in English, Hindi (Verbal) & Malayalam.
• Ability to handle customer queries professionally.
• Problem-solving approach with a focus on efficiency and process improvement.

• Personal Attributes

  :
• Organized and systematic in record-keeping.
• Ability to work under deadlines and manage multiple tasks.
• Team player with a proactive attitude.