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triSys

Finance Executive

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Job Description

Job Title: Finance Executive

Exp - Fresher - 2 years

Location : Bangalore

Role Summary

The Client-Facing Finance Executive will manage financial operations related to client accounts, including billing, collections, reconciliations, and financial communication. This role requires close coordination with clients, internal delivery teams, and management to ensure accurate billing, timely payments, and financial transparency.

Key Responsibilities

Client Billing & Coordination

  • Prepare and issue client invoices as per contracts, milestones, and SLAs
  • Coordinate with clients regarding billing queries, rate cards, and payment terms
  • Ensure accuracy in client invoices and supporting documents
  • Act as the single point of contact for client-related finance queries

Accounts Receivable & Collections

  • Track receivables and follow up with clients for timely payments
  • Share aging reports and escalate delays internally and to clients when required
  • Maintain strong professional relationships with client finance teams

Financial Reporting & MIS

  • Prepare client-wise revenue, billing, and collection MIS reports
  • Support management with financial insights related to client accounts
  • Assist in forecasting revenue and cash flow from client projects

Compliance & Controls

  • Ensure compliance with GST, TDS, and contractual financial terms
  • Maintain proper documentation for audits and client reviews
  • Support internal and external audits related to client accounts

Internal Coordination

  • Work closely with delivery, HR, and sales teams for project costing and billing inputs
  • Validate timesheets, effort sheets, and milestone approvals before invoicing
  • Support contract renewals and client onboarding from a finance perspective

Required Skills & Competencies

  • Strong understanding of client billing, AR, and revenue recognition
  • Excellent communication and email drafting skills for client interaction
  • Ability to handle escalations professionally and diplomatically
  • Advanced MS Excel skills (Pivot Tables, VLOOKUP/XLOOKUP)
  • Strong attention to detail and ownership mindset

Educational Qualification

Bachelor's degree in Commerce, Finance, or Accounting (B.Com, BBA Finance)

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About Company

Job ID: 137854621

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