Key Roles and Responsibilities
1. Billing & Invoice Generation (Primary Focus)
- Invoice Creation: Generate accurate and timely invoices for all services/products provided, ensuring compliance with internal policies and client agreements.
- Data Validation: Verify sales orders, contracts, delivery challans, and supporting documents to ensure all charges are correctly captured before billing.
- Taxes and Compliance: Ensure correct application of GST/TDS, and other applicable taxes on all invoices.
- Issue Resolution: Handle and resolve all billing inquiries, discrepancies, and disputes raised by internal stakeholders or clients promptly.
- Credit/Debit Notes: Process and issue credit notes or debit notes as required, following proper authorization procedures.
2. Accounts Receivable (AR) Management
- Collections: Proactively follow up with clients via phone and email to ensure prompt payment of outstanding invoices (AR aging management).
- Payment Reconciliation: Apply and reconcile incoming payments (cheques, bank transfers, online payments) to the correct customer accounts and invoices.
- Reporting: Prepare and maintain weekly/monthly Accounts Receivable aging reports, highlighting overdue accounts and potential risks to management.
- Client Ledger: Maintain accurate and up-to-date customer ledgers and billing files.
3. Documentation & Process Improvement
- Assist in month-end closing procedures related to billing and accounts receivable.
- Maintain organized and accessible digital and physical records of all billing documentation.
- Assist in documenting and improving billing and AR processes for efficiency and accuracy.
Required Qualifications and Skills
Must-Have
- Experience: Minimum 1+ year of hands-on experience in a dedicated Billing, Invoicing, or Accounts Receivable role.
- Education: Bachelor's Degree in Commerce, Accounting, Finance, or a related field.
- Technical Proficiency:
- Strong working knowledge of Tally ERP/SAP/Oracle/QuickBooks or similar accounting software.
- Proficiency in MS Excel (VLOOKUP, Pivot Tables, basic formulas) for data analysis and reporting.
- Location: Must be based in or willing to commute to Gurugram, Sector 44.
Key Competencies
- Exceptional attention to detail and accuracy.
- Strong organizational and time management skills.
- Excellent written and verbal communication skills for effective client follow-up.
