Job purpose

Role Goals (Outcome Focused)

• Achieve error-free and timely processing across supported O2C activities.
• Reduce manual effort and rework by adopting digital tools and standardized practices.

• Improve responsiveness, clarity, and issue resolution speed, contributing to higher client satisfaction.
• Ensure consistent, predictable service aligned with SLAs and quality benchmarks.

• Use automation, AI, and analytics to minimize exceptions and support touchless processing.
• Contribute to pilots and process enhancements that modernize O2C operations.

• Maintain strong adherence to internal controls, audit requirements, and reporting standards.
• Help create a more stable, compliant, and reliable service environment.

• Identify improvement opportunities that enhance accuracy, efficiency, and customer experience.
• Support knowledge sharing, documentation, and transition activities to build workforce stability.

Key Responsibilities

• Perform accurate and timely processing of:
  • Customer Master Data Management
  • Sales Order Processing
  • Customer Invoicing
  • AR Collections
  • Cash Application
• Validate remittance data and ensure accurate application of receipts, deductions, and adjustments in ERP systems (e.g., Business Central, SAP, D365).
• Support billing accuracy, revenue recognition compliance, and customer communication for dispute resolution.
• Update trackers and dashboards to report progress, status, and KPIs for multi-country engagements.
• Ensure compliance with internal controls, SOX requirements, and statutory audit guidelines.
• Provide timely and comprehensive answers to clients’ queries

Digital & Analytical Enablement

• Leverage AI-assisted reconciliation tools, automation agents, and Power BI dashboards for error reduction and faster turnaround.
• Perform basic data validations and reconciliations using digital platforms and analytics tools.
• Identify automation or process improvement opportunities to drive touchless processing and enhance customer experience.
• Participate in process digitalization initiatives such as remittance OCR, automated matching, and exception prediction. Very good work organization, initiative and commitment
• Ability to work independently with minimal supervision
• Must be motivated, self-starter with excellent interpersonal skills
• Exposure to customer credit management or dispute handling is a plus
• Understanding of SOX controls and audit compliance
• Experience in transition/migration projects is an added advantage

Collaboration & Governance

• Liaise with internal finance, operations, and client teams to ensure smooth O2C process flow and query resolution.
• Support process transition and documentation aligned to standardized templates and process SOPs.
• Escalate delays or exceptions promptly to ensure adherence to SLAs and service quality metrics.

Functional & Technical Skills

• Strong foundational understanding of the Order to Cash lifecycle, with exposure in at least one of the areas:

• • Customer Master Data
  • Sales Order Entry & Fulfilment
  • Billing & Invoicing
  • Collections & Dunning
  • Cash Application

• Familiarity with process transition and documentation standards.
• Basic accounting knowledge, including revenue recognition, reconciliations, and posting logic.
• Working knowledge of ERP platforms such as Business Central, D365, SAP, or Ariba.
• Strong Excel and data analytics proficiency (pivot tables, lookups, formula automation).
• Understanding of SOX controls, audit compliance, and internal reporting mechanisms.
• Awareness of automation and AI tools (e.g., Power Automate, Power BI, Ai Agents, UiPath) preferred.

Future-Ready & Behavioural Competencies

• Digital Fluency: Ability to operate in a technology-enabled environment, using data visualization and automation tools.
• Analytical Mindset: Data-driven approach to problem solving, reconciliation, and exception handling.
• Agility: Flexible and adaptive in managing process changes, transition tasks, and cross-domain learning.
• Collaboration: Works effectively within a global virtual team structure.
• Continuous Improvement: Contributes ideas for efficiency, automation, and standardization in service delivery.

Performance Metrics / KPIs

• Accuracy and timeliness of processing
• Compliance with SLAs and quality benchmarks
• Automation adoption and exception reduction
• Adherence to audit and control standards
• Contribution to process improvement initiatives

Qualifications & Experience

• Education: B. Com / M. Com / Pursuing ACCA / CA Intermediate
• Experience: 1 – 5 years of relevant accounting or finance process experience, preferably in Order to Cash or Accounts Receivable
• Exposure to transition/migration projects and multi-country delivery is an added advantage.