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About this document

Objective of the document

The objective of this document is to explain the primary role of Team Lead/ Assistant Manager (accounts receivable) and the overall job objectives and specific duties to be performed by the associate. This document also contains the specifications on education, skills and experience required for the employee to perform the duties.

This document is useful for talent/resource management group to short list the candidates for interview based on their skills. This document is also useful for Customer Leader, Delivery Manager, and Transition Manager to identify and select the resources for both Knowledge Transfer and Offshore delivery.

Role: Team Lead

Academic Qualification: Bachelor of Commerce /MBA

Preferred Experience and Competencies required: 4-10 years of experience in accounts receivable processes

Team leading experience of at least 1-3 years.
Preference will be given to candidates with accounts receivable experience.
Preference will be given to candidates with transition and experience in ERPs like such as SAP, Oracle,and PeopleSoft etc.
Microsoft Office suite Proficiency
Passion for ensuring a great customer experience.
Prior end-to-end account receivable Transition experience
Strong interpersonal skills - including written and oral communication skills in English
Good presentation skills

Intended Audience

Client
Engagement lead
Delivery lead
Transition lead
Human Resource lead

Job Description

Responsibilities

Name of the Position - Team Lead Level - Assistant Manager/Senior

The accounts receivable team lead is responsible for monitoring/leading the Team to support accounts receivable task for the client.

As an accounts receivable team lead, your responsibilities include but are not limited to:

Ownership for the monthly AR close process, including reconciliation of the AR sub-ledger to theGeneral Ledger
In-depth understanding of the Order to Cash value stream with relevant experience in management ofend-to-end Accounts Receivables process
Managing the monthly reconciliation of other AR-related accounts (such as unapplied cash, unclaimedcredits, clearing, accrual, bad debt, chargebacks, withholding and sales tax).
Investigating and ensuring that all the cash and check issues are resolved, and all the over-short.difference is cleared/validated in the system.
Ensuring that there is controllership in the process.
Conducting weekly/monthly governance call with respective Process owners to identify and resolveany issues which need immediate attention.
Publishing monthly O2C dashboard to ensure the adherence of SLA/KPIs around O2C process.
Hiring, training, and managing the AR team. Developing and maintaining a productive teamenvironment and building strong competencies in the team.
Knowing the functioning of other departments and how AR functions need to interface with these.departments
Experience in creating a high performance-driven culture, employee engagement and customer.centricity
Demonstrating the ability to meet deadlines while managing multiple projects.
Documenting procedures and ensuring adherence to them
Communicating using clear, concise, and effective written and verbal formats
Managing staff/resources of the team setting priorities and planning workload to meet deadlines andachieve the objectives of the department.
Applying learning and experience to identify and initiate Best Practice strategies and process.improvements for the team
Ensuring new employees under your supervision receive adequate instruction and support tosuccessfully complete the new employee orientation program within the specified time frame
Ensuring employees under your supervision receive appropriate training and have the necessarycompetencies to perform the functions required in their role through the development and application of annual training plans applicable to their current/new role.
Increasing staff motivation and morale through effective performance appraisal and careerdevelopment by training, coaching, providing feedback and integrating reward systems

Required Competencies and Level

Must Have:

Finance/Accounting degree or relevant experience
Preference will be given to candidates with accounts receivable experience.
Preference will be given to candidates with transition and experience in ERPs like such as SAP,Oracle, and PeopleSoft etc.
IT skills: Microsoft Word, Microsoft Excel, Microsoft PowerPoint

Name of Competencies -Level

Analytical skills and attention to detail- The account receivable specialists should have the skill to look at complex numbers and try to find disparities and cost-saving areas.
Communication Skills - The account receivable specialist will need good listening and communication skills when working with clients, listening to issues, and acting in the right/ accepted manner will be most important.
Organizational Skills - Working gets hectic during peak times as per nature ofwork. Knowing about every document and client will be of great help.
Computer Skills - Much of the job will be completed on computers and will involve completing spreadsheets and other documents /reports. Good computer skills will be necessary.

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