Finance Executive (Receivables & Collections)

Vizmo; Bengaluru; On-site; INR 400,000 - 650,000; Full time

Job summary

Vizmo in Bengaluru is seeking a proactive Finance Executive Receivables & Collections to manage customer receivables and ensure timely collection of payments. You will communicate with clients, follow up on invoices, and own the collection process from submission to realization.

The role requires confidence in speaking with clients, persistent follow-ups, and strong ownership of payment timelines, with cross-functional collaboration to resolve discrepancies.

Qualifications

• Excellent verbal and written communication skills.
• Strong follow-up and negotiation abilities.
• Ability to identify the right contact within a customer organization to resolve payments.
• Good attention to detail and track-keeping skills.
• Understanding of invoices, payment terms, receivables, and basic accounting concepts.

Responsibilities

• Communicate with customers about pending and upcoming payments and maintain professional relationships with client finance teams.
• Follow up with clients via email, phone calls, and other channels until payment is received.
• Maintain customer receivables tracker and ageing reports; escalate delays to Finance Manager as needed.
• Coordinate with internal teams to resolve billing or invoice issues and ensure timely invoicing.

Skills

Excellent communication

Negotiation

Follow-up discipline

Attention to detail

MS Excel/Google Sheets

Ownership & accountability

Tools

MS Excel

Google Sheets

ERP / accounting software

Job description

We are looking for a proactive and communication-oriented Finance Executive Receivables & Collections to manage customer receivables and ensure timely collection of outstanding payments.

This role will involve regular communication with clients, following up on invoices and payment commitments, identifying the right finance/procurement/commercial stakeholders within client organizations, and ensuring payments are received within agreed timelines.

The ideal candidate should be confident speaking with clients, comfortable with persistent follow-ups, and capable of taking complete ownership of the collection process from invoice submission to payment realization.

Key Responsibilities

Client Communication & Payment Follow-ups

• Communicate directly with customers regarding pending and upcoming payments.
• Follow up with clients through email, phone calls and other professional communication channels.
• Identify and establish contact with the appropriate stakeholders responsible for payments, such as Accounts Payable, Finance, Procurement, Commercial or Purchase teams.
• Build and maintain professional relationships with client finance teams.
• Follow up consistently until payment is received rather than simply sending reminders.
• Understand the reason for payment delays and coordinate internally to resolve them.
• Obtain clear payment commitments, including expected payment dates.
• Escalate delayed or disputed payments to the Finance Manager and relevant internal stakeholders.

Receivables Management

• Maintain and regularly update the customer receivables tracker.
• Monitor invoice due dates and initiate follow-ups before invoices become overdue.
• Track overdue invoices and ensure timely escalation.
• Maintain accurate customer-wise ageing reports.
• Track promised payment dates and ensure commitments are followed through.
• Reconcile customer accounts and identify outstanding differences.
• Coordinate with internal teams to resolve billing, documentation or invoice-related issues affecting payment.

Billing & Documentation

• Coordinate with the internal finance/project teams to ensure invoices are raised correctly and on time.
• Share invoices, purchase orders, supporting documents and other required documents with customers.
• Follow up with clients to confirm invoice receipt and acceptance.
• Track whether invoices have been submitted to the correct client department or portal.
• Ensure that missing documents or client requirements are addressed promptly.

Internal Coordination

• Work closely with Finance, Sales, Projects, Procurement and Operations teams to resolve payment-related issues.
• Keep internal stakeholders informed about collection status and delays.
• Ensure that no invoice remains pending due to an avoidable internal issue.
• Provide regular updates to the Finance Manager on collections and overdue accounts.

What We Are Looking For

• Excellent verbal and written communication skills.
• Comfortable speaking with customers and following up professionally.
• Strong follow-up and negotiation skills.
• Ability to identify the right person within a customer's organization to resolve payment-related matters.
• Confident and persistent without being aggressive.
• Strong ownership and accountability.
• Good attention to detail.
• Ability to maintain trackers and follow processes consistently.
• Good working knowledge of MS Excel/Google Sheets.
• Basic understanding of invoices, payment terms, receivables and accounting concepts.
• Ability to handle multiple customers and follow-ups simultaneously.
• Willingness to make regular client calls and send follow-up emails.

For Freshers

Freshers can apply if they demonstrate:

• Strong communication skills
• Confidence in speaking with clients
• Good follow-up discipline
• Professional email-writing ability
• Willingness to make calls and handle difficult conversations
• Ability to learn finance and accounting processes quickly
• Strong ownership and persistence

Preferred

• 04 years of experience in Finance, Accounts Receivable, Collections, Customer Success, Client Coordination or a similar role.
• Experience communicating with B2B customers is an advantage.
• Basic knowledge of accounting software/ERP systems is an advantage.