Collections Analyst

1to1help; Bengaluru; On-site; INR 350,000 - 650,000; Full time

Job summary

1to1help seeks a Collections Analyst to manage customer collections, monitor invoices, and ensure timely payment follow-ups. The role emphasizes analytical ability, attention to detail, and effective communication with customers and internal teams to support efficient billing and collections processes.

You will perform daily reminders, coordinate with the project team for milestones, and prepare reports on invoicing totals and aging.

Qualifications

• Bachelor’s Degree in Commerce, Finance, Accounting, or related field.
• 1 to 3 years of experience in B2B customer collections.
• Minimum 1 year experience with Tally or Zoho Books.

Responsibilities

• Perform daily payment reminders and follow-ups with customers via calls and emails.
• Coordinate with Project Team to track billing milestones and invoicing.
• Monitor and report deviations from defined credit standards.
• Maintain accurate records of customer communications, collections activities, and payment updates.
• Provide recommendations to improve invoicing quality and collection procedures.
• Prepare and share daily reports on invoicing totals, aging reports, cash receipts, and invoice adjustments.
• Work closely with internal teams to resolve billing discrepancies and support timely collections.

Skills

MS Excel

MS PowerPoint

English communication

Analytical skills

CRM skills

Negotiation skills

Education

Bachelor’s Degree in Commerce/Finance/Accounting

Tools

Tally

Zoho Books

Job description

Overview

The Collections Analyst will be responsible for managing customer collections, monitoring outstanding invoices, and ensuring timely payment follow-ups. The role requires strong analytical ability, attention to detail, and effective communication with customers and internal teams to support efficient billing and collections processes.

Responsibilities

• Perform daily payment reminders and follow-ups with customers through calls and emails. Escalate overdue accounts when necessary.
• Coordinate with the Project Team to track billing milestones and ensure timely invoicing.
• Monitor and report deviations from defined credit standards.
• Maintain accurate records of customer communications, collections activities, and payment updates.
• Provide recommendations to improve invoicing quality and collection procedures.
• Prepare and share daily reports on invoicing totals, aging reports, cash receipts, and invoice adjustments.
• Work closely with internal teams to resolve billing discrepancies and support timely collections.

Qualifications

• Bachelor’s Degree in Commerce, Finance, Accounting, or a related field.
• 1 to 3 years of experience in B2B customer collections.
• Minimum 1 year experience with Tally or Zoho Books.

Knowledge

• Knowledge of B2B collections and accounts receivable processes.
• Familiarity with Tally or Zoho Books.
• Knowledge of Microsoft Excel functions and financial reporting basics.

Skills

• Strong proficiency in MS Excel and MS PowerPoint.
• Excellent written and verbal communication skills in English.
• Good analytical and reporting skills.
• Strong customer relationship management and negotiation skills.

Abilities

• Ability to handle multiple customer accounts and follow-ups efficiently.
• Ability to analyze financial data and generate reports.
• Ability to work collaboratively with internal teams and customers.
• Strong attention to detail and ability to meet deadlines.