Associate, Financial Operations

Jobtailor; Dadri; On-site; INR 550,000 - 730,000; Full time

Job summary

Jobtailor in India is seeking an experienced Finance Operations professional to manage accounts receivable, cash application, billing, and related processes across ERP platforms. You will ensure timely revenue recognition, resolve unapplied cash, and support month-end close with accurate reporting.

The role requires a finance background (MBA/commerce) with 3–5 years in finance operations, strong Excel skills, and excellent communication.

Qualifications

• MBA (Finance), B.Com, Inter CA, or CMA as eligible degrees.
• 3–5 years of experience in Finance Operations, Accounts Receivable, Billing, Cash Application, Banking Operations, or Shared Services.
• Experience working with ERP systems such as Oracle Financials.
• Strong understanding of Accounts Receivable, cash application, customer billing, banking operations, reconciliations, and financial reporting.
• Proficient in Microsoft Office applications, particularly Excel, Outlook, Word, and PowerPoint.
• Excellent written and verbal communication skills, including professional email communication and stakeholder management.

Responsibilities

• Process and apply customer payments received through banking platforms and ERP systems.
• Investigate and resolve unidentified or unapplied cash receipts.
• Monitor bank collections and support cash application reporting activities.
• Prepare receipt upload files and perform bank receipt reconciliations.
• Review aging reports and support collection and outstanding balance resolution activities.
• Process customer account adjustments, debit memos, credit memos, and compensation entries.
• Manage refund requests, chargebacks, and customer account corrections.
• Generate customer invoices for assigned regions.
• Support monthly billing activities and ensure timely and accurate invoice processing.
• Prepare billing-related reconciliations and operational reports.
• Validate and register credit card transactions in accordance with company policies and compliance requirements.
• Review and approve customer orders requiring payment validation.
• Prepare financial reports, accruals, reconciliations, and supporting schedules.
• Generate voucher, billing, and customer account activity reports.
• Support month-end close processes and reporting requirements.
• Manage finance mailbox activities and respond to customer and internal finance inquiries.
• Coordinate with cross-functional teams to resolve transaction, billing, and payment-related issues.
• Ensure timely and professional communication with internal and external stakeholders.
• Maintain compliance with financial controls, policies, and procedures.

Skills

Cash Application

Financial Reporting

Reconciliations

Billing Processes

Payment Processing

Customer Invoicing

Chargebacks

Refund Management

Aging Reports

Operational Reporting

Education

MBA (Finance)

B.Com

Inter CA

CMA

Tools

ERP Systems

Microsoft Office

Banking Platforms

Financial Controls

Job description

• Process and apply customer payments received through banking platforms and ERP systems
• Investigate and resolve unidentified or unapplied cash receipts
• Monitor bank collections and support cash application reporting activities
• Prepare receipt upload files and perform bank receipt reconciliations
• Review aging reports and support collection and outstanding balance resolution activities
• Process customer account adjustments, debit memos, credit memos, and compensation entries
• Manage refund requests, chargebacks, and customer account corrections
• Generate customer invoices for assigned regions
• Support monthly billing activities and ensure timely and accurate invoice processing
• Prepare billing-related reconciliations and operational reports
• Validate and register credit card transactions in accordance with company policies and compliance requirements
• Review and approve customer orders requiring payment validation
• Prepare financial reports, accruals, reconciliations, and supporting schedules
• Generate voucher, billing, and customer account activity reports
• Support month-end close processes and reporting requirements
• Manage finance mailbox activities and respond to customer and internal finance inquiries
• Coordinate with cross-functional teams to resolve transaction, billing, and payment-related issues
• Ensure timely and professional communication with internal and external stakeholders
• Maintain compliance with financial controls, policies, and procedures

Requirements

• MBA (Finance), B.Com, Inter CA, or CMA
• 3-5 years of experience in Finance Operations, Accounts Receivable, Billing, Cash Application, Banking Operations, or Shared Services
• Experience working with ERP systems such as Oracle Financials
• Strong understanding of Accounts Receivable, cash application, customer billing, banking operations, reconciliations, and financial reporting
• Proficient in Microsoft Office applications, particularly Excel, Outlook, Word, and PowerPoint
• Excellent written and verbal communication skills, including professional email communication and stakeholder management
• Strong analytical, problem-solving, and organizational skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong attention to detail and commitment to financial accuracy and compliance
• Experience supporting global finance operations across multiple regions
• Knowledge of banking platforms, payment processing, and cash management activities
• Exposure to customer billing, refunds, chargebacks, collections support, and month-end close processes
• Experience driving process improvements and operational efficiencies

Core Competencies

Demonstrates expertise in Finance Operations, Accounts Receivable, and Cash Application, with a strong focus on financial reporting, compliance, and process improvements. Proficient in managing customer billing, refunds, and chargebacks while ensuring accuracy and timely communication with stakeholders.

Highest-signal resume keywords

• MBA (Finance) or B.Com
• 3-5 Years Experience in Finance Operations
• ERP Systems Experience (Oracle Financials)
• Strong Understanding of Accounts Receivable
• Proficient in Microsoft Excel

Hard Skills

• Cash Application
• Financial Reporting
• Reconciliations
• Billing Processes
• Payment Processing
• Customer Invoicing
• Chargebacks Management
• Refund Management
• Aging Reports Review
• Operational Reporting

Soft Skills

• Excellent Written Communication
• Analytical Skills
• Problem-Solving Skills
• Organizational Skills
• Stakeholder Management

Certifications & Qualifications

• Inter CA
• CMA

Industry Keywords

• Finance Operations
• Accounts Receivable
• Cash Management
• Billing
• Collections Support

Tools & Technologies

• ERP Systems
• Microsoft Office
• Banking Platforms
• Financial Controls