Staff - OTC - Finance Operations

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Job Purpose

The role is responsible for supporting the Order‑to‑Cash process by handling billing, cash application, and collections activities accurately and on time. The purpose of the role is to ensure invoices are raised correctly, customer payments are applied properly, and overdue balances are followed up to support healthy cash flow. The role works closely with internal teams and customers to resolve routine billing or payment issues and supports month‑end close activities. By following defined processes and maintaining accurate records, the role helps reduce errors, improve turnaround time, and support smooth day‑to‑day O2C operations.

Responsibilities: OTC Value stream

• Prepare and raise customer invoices based on approved sales orders and billing details.
• Ensure billing information such as prices, quantities, and customer details are correct before invoicing.
• Coordinate with Sales and Operations teams to clarify billing inputs or resolve missing information.
• Share invoices with customers on time and respond to basic billing‑related questions.
• Support month‑end billing activities to ensure invoices are processed with minimal backlog.
• Maintain billing trackers and records for reporting and audit purposes.
• Apply incoming customer payments against open invoices accurately and on time.
• Review bank statements and remittance details to identify the correct invoices for payment posting.
• Follow up internally to resolve unapplied or partially applied payments.
• Coordinate with Billing and Collections teams to clear payment differences or mismatches.
• Maintain basic cash application trackers to monitor daily and open items.
• Support month‑end activities by ensuring cash is applied correctly and balances are updated.
• Monitor customer accounts and identify overdue invoices for follow‑up.
• Send payment reminders and follow up with customers through emails or calls as per guidelines.
• Work with internal teams to resolve invoice issues or disputes that are delaying payments.
• Update collection notes and status regularly in trackers or systems.
• Escalate long‑pending or high‑risk items to senior team members when required.
• Support efforts to reduce overdue balances and improve overall collections performance.
  
  

Coordination & Stakeholder Management

• Collaborate with the Finance AR and AP teams for invoice submissions, clarifications, and query handling.
• Support internal governance by maintaining process accuracy and ensuring smooth month‑end closure with minimal backlog.
  
  

Process Management

• Follow defined process steps and SOPs while performing daily activities.
• Maintain clear records and documentation for audit and reporting needs.
• Work closely with team members and other functions to resolve routine issues.
• Support continuous improvement by highlighting process gaps or inefficiencies.
• Ensure work is completed accurately and within agreed timelines.
  
  

Functional & Technical Skills

• Strong understanding of core Order‑to‑Cash (O2C) processes, especially billing, sales order creation, and AR coordination.
• Working knowledge of SAP (preferred) and comfort with navigating service codes, quantities, rate structures, and sales order modules.
• Good understanding of finance processes such as billing validation, invoice submission, and dispute resolution.
• Proficiency in MS Excel (lookups, pivots, data validation) and ability to prepare basic reports or trackers.
• Ability to analyse data, spot inconsistencies, and resolve billing-related issues effectively.
• Strong communication and stakeholder management skills to coordinate with cross‑functional teams.
• Organized, detail‑oriented, and able to work independently with minimal supervision
  
  

Qualifications & Experience

• Bachelor’s degree in Commerce, Finance, Accounting, or a related field (B.Com/M.Com/MBA Finance preferred).
• 2–6 years of experience in billing, sales order processing, or Order‑to‑Cash operations—preferably in a service‑based or aviation/logistics environment.
• Experience working with SAP or similar ERP systems is required.
• Ability to manage month‑end timelines and handle peak-period workloads when needed.
• Comfortable working with global or cross‑functional stakeholders.
• This role requires working from the office throughout the week and requires the candidate to operate from our Bengaluru location on all working days
  
  

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