Billing Executive

ASK Private Wealth; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

ASK Private Wealth is seeking a detail-oriented Billing & Invoicing professional to manage end-to-end invoicing, revenue reconciliation, and billing controls. You will coordinate with Sales, Relationship Managers, Operations, and Finance to ensure timely invoicing and accurate revenue recognition.

The role emphasizes strong analytical abilities, attention to detail, and the ability to handle multiple priorities while adhering to strict timelines and internal controls.

Qualifications

• 2–4 years of experience in Billing, Invoicing, Accounts Receivable, Revenue Operations, or Finance Operations.
• Experience in Wealth Management or financial services is preferred.
• Experience with ERP systems, accounting software, and billing platforms.
• Hands-on exposure to revenue reconciliation, MIS reporting, and financial controls.
• Strong numerical and analytical capabilities.
• Proficiency in MS Excel and financial reporting tools.

Responsibilities

• Prepare, validate, and process client invoices within agreed timelines.
• Manage full billing cycle: generation, verification, approval, and dispatch.
• Record billing transactions with proper documentation.
• Maintain billing schedules and track invoicing status.
• Reconcile billed revenue with accounting records and contracts.

Skills

Analytical skills

Attention to detail

Stakeholder management

Multi-priority management

Problem solving

Excel & reporting

Education

Bachelor's degree in finance/accounting

Tools

MS Excel

ERP systems

Accounting software

Job description

To manage end-to-end billing operations, ensuring accurate and timely invoicing, revenue reconciliation, billing controls, and stakeholder coordination. The role requires strong attention to detail, financial acumen, and the ability to maintain high standards of accuracy while supporting business and finance objectives.

Billing & Invoicing

• Prepare, validate, and process client invoices accurately within agreed timelines.
• Manage the complete billing cycle including invoice generation, verification, approval, and dispatch.
• Ensure all billing transactions are recorded accurately and supported by appropriate documentation.
• Maintain billing schedules and track invoicing status across clients and business segments.
• Reconcile billed revenue with accounting records, client contracts, and business reports.
• Identify and investigate billing discrepancies, revenue variances, and exceptions.
• Ensure compliance with internal financial controls and billing procedures.
• Support revenue recognition activities in line with applicable accounting and regulatory requirements.

Stakeholder Coordination

• Coordinate with Sales, Relationship Managers, Operations, Finance, and other internal stakeholders to obtain required billing inputs.
• Respond promptly to client and internal stakeholder queries related to invoices and billing records.
• Facilitate resolution of disputed invoices and billing-related issues.

MIS & Reporting

• Maintain accurate billing records, client billing databases, and supporting documentation.
• Prepare periodic MIS reports on billing status, revenue realization, outstanding invoices, and collections.
• Provide analytical insights and support management reporting requirements.

Month-End & Process Improvement

• Assist in month-end, quarter-end, and year-end financial closing activities related to billing and revenue.
• Monitor outstanding invoices and support collection follow-ups with relevant stakeholders.
• Identify opportunities for process improvements, standardization, and automation within the billing function.
• Participate in implementation and enhancement of billing systems and operational processes.

Additional Skills Required

• Strong analytical and numerical abilities.
• High attention to detail and accuracy.
• Good communication and stakeholder management skills.
• Ability to manage multiple priorities and adhere to strict timelines.
• Strong problem-solving and reconciliation skills.
• Proficiency in MS Excel and financial reporting tools.
• Bachelor's Degree in Commerce, Finance, Accounting, or a related discipline.

Number of Years of Experience

• 2 to 4 years.

Experience (Specific to Organization / Industry)

• Experience in Billing, Invoicing, Accounts Receivable, Revenue Operations, or Finance Operations.
• Prior experience in Wealth Management, Financial Services, Asset Management, Banking, NBFC, or related industries will be preferred.
• Experience working with ERP systems, accounting software, and billing platforms.
• Hands-on exposure to revenue reconciliation, MIS reporting, and financial controls.
• Billing & Invoicing
• Accounts Receivable
• MIS Reporting
• Financial Operations
• Microsoft Excel
• Process Improvement
• Stakeholder Management
• Attention to Detail

Ideal Candidate

A detail-oriented and proactive billing professional who can independently manage invoicing, reconciliations, and billing operations while ensuring accuracy, compliance, and seamless coordination with internal and external stakeholders. The candidate should possess strong analytical capabilities, financial discipline, and a continuous improvement mindset.