Finance Executive Job in Creliohealth

Job Summary: The role will work with Finance and Accounts Head to ensure GST, TDS & Other necessary compliance with billing and collection for the assigned customers are done with utmost efficiency. The role will participate in various initiatives to streamline and optimise the Compliance and account Receivable functions. As we continue to grow, we seek someone with an entrepreneurial spirit and an eye for details for continuous improvement. Job Responsibilities Should be responsible for statutory compliances, like GST, TDS, Income Tax, withholding tax etc. Must have experience for filling of various monthly returns as well as yearly audit & assessment handling experience is preferable. Ownership of billing and collections activities in accordance with company policy and internal guidelines, & O2C (Order 2 Cash) process. Assist in streamlining billing and collection activities for India and US books of accounts covering different types of billing such as recurring revenue, onboarding/ implementation fee, revenue sharing fees, etc. Work with Sales ops and business (sales/customer success) teams to resolve customer billing or collection related issues, accordingly make Customer Communication & Reconciliation. Be a Single Point of contact for billing, order for contract issues, and credit notes, communicating with customers in a timely and effective manner for a speedy resolution of A/R items. Customer Queries to be resolved, experience for the same is needed. Problem Solving Technique & route cause analysis to be understand. Review unbilled invoices for missing information such as POs, Order form confirmation, and escalate the matters to business leadership and customer point of contact Various Report to be prepared For MIS reporting and as per MIS schedule. Knowledge & experience for working of TDS-GST-Withholding Taxation is required. Perform collection activities, including follow-up enquires, agreements on past-due accounts, and engaging the commercial team on complex collection matters. Collate and present key matrices related to billing, collection, and Account receivables, Experience for handling various ERP system is needed. Build and maintain relationships with business stakeholders and customer points of contact to ensure timely billing and collection activities Perform billing cycle validation and raise timely and accurate invoices, E-Invoicing under GST is to be understand. GST & TDS Related experience and knowledge is must. Experience for handling Audit queries & Multitasking activities is required. Responsible for Receipt accounting, Bank reconciliation for all the customer receipts, Third party get-way receipts accounting and reconciliation. Responsible for executing processes such as monthly A/R reporting, Collection status, commentary on old A/R items and need for Bad Debt Reserve, etc. Participate in various initiatives to ensure compliant processes for billing and collection areas, suggest process improvement and best practices, documentation, and SOP creation, wherever applicable. Perform customer account reconciliations, application of advances against future invoices, issue statements of accounts to customers and operations team. Assist in routine and annual audits, responsible for preparation of audit schedules and explanations related to account receivables Required Skills & Qualifications: Educational qualifications: Bachelor's and master s degrees or equivalent experience. CA / CMA Inter will be added additional weightage. Zoho books (ERP) experience is preferable. 3-5 years of Industry experience in billing, payment, credit, and collection processes in Technology and IT SaaS product companies Experience with analysing and reporting data to identify issues, trends, or exceptions to drive improvement of results and find solutions Experience in diagnosing, isolating, and resolving complex issues and recommending and implementing strategies to resolve problems Excellent verbal and written communication skills Ability to work comfortably within tight timelines Intermediate to expert knowledge of google sheets /MS Office and CRM tools Excellent communication and interpersonal skills Problem-solving attitude and critical-thinking skills, process-oriented mindset A strong team player with a positive, service-oriented attitude who drives process improvements to increase the increase the effectiveness of the team and minimise room for errors.