Senior Executive-Finance

CL Educate; Delhi; On-site; INR 350,000 - 480,000; Full time

Job summary

CL Educate is seeking a detail-oriented Senior Executive - Finance to manage invoicing, payment tracking, collections, and vendor coordination. The role requires strong MS Office skills, especially Excel, and basic knowledge of taxation and GST.

You will work with Finance and Sales teams to ensure accurate data management and timely financial processes. The position emphasizes documentation, record-keeping, and timely closure of finance activities, with focus on accuracy and multitasking across

Qualifications

• Proficiency in MS Word, MS Excel, and PDF-related documentation.
• Basic knowledge of taxation, GST and tax calculations.
• Good written and verbal communication skills.
• Strong data management and analytical skills.
• Good coordination, follow-up and organisational abilities.
• High attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Invoicing & Documentation: Prepare and issue invoices and related documents; share soft copies with clients and maintain records.
• Payment & Collection Management: Follow up with clients for payments; coordinate with Finance on updates and BP payments; prepare monthly projections.
• Data Management & Reporting: Maintain financial data for Outreach, Events, Admissions, MOUs and courier expenses; ensure accuracy.
• Vendor Management: Maintain vendor billing and payment records; coordinate queries and timely payments; manage vendor onboarding.

Skills

Attention to detail

Data management

Communication skills

Multitasking

Tools

MS Excel

MS Word

PDF processing

Job description

Job Description Senior Executive - Finance

Department: Finance Position: Senior Executive - Finance

Role Overview

We are looking for a detail-oriented and organised Senior Executive - Finance to manage invoicing, payment tracking, collections, vendor coordination, and financial data management. The candidate should have good working knowledge of MS Office, particularly Excel, along with basic knowledge of taxation and GST

Key Responsibilities

• Invoicing & Documentation
  • Prepare and issue invoices, proforma invoices, and other billing documents.
  • Share soft copies of invoices with clients and coordinate the dispatch of hard copies.
  • Maintain proper records of invoices, collections, BP invoices, and payments.
• Payment & Collection Management
  • Follow up with clients for outstanding payments and collections.
  • Coordinate with the Finance team regarding payment updates, B2B invoicing, and BP payments.
  • Prepare and maintain monthly payment projections.
• Data Management & Reporting

  Maintain and update financial data related to Outreach, Events, Admissions, MOUs, and courier expenses.

  • Ensure accuracy and timely updating of invoice and payment records.
  • Provide relevant financial and business data to the Sales team as required.
• Vendor Management
  • Maintain vendor billing and payment records.
  • Coordinate with vendors for billing-related queries and timely payment releases.
  • Coordinate the vendor creation process for new vendors.
• Internal Coordination
  • Work closely with the Finance and Sales teams to ensure smooth billing, payment tracking, and collection processes.
  • Ensure proper documentation and timely closure of finance-related activities.

Required Skills & Qualifications

• Proficiency in MS Word, MS Excel, and PDF-related documentation.
• Basic knowledge of taxation, GST, and tax calculations.
• Good written and verbal communication skills.
• Strong data management and analytical skills.
• Good coordination, follow-up, and organisational abilities.
• High attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.