Senior Executive, Finance Operations

This is a fully remote position, open to applicants in India.

📋 Description

• Review executed contracts and develop precise invoicing schedules.

• Generate invoices for customers in India and the US, encompassing PO-based, milestone, and multi-currency billing.

• Issue and monitor AWS Marketplace invoices across both entities, following up on unsigned, terminated, or expired AWS agreements.

• Verify customer, tax, and billing information prior to invoice issuance.

• Log customer receipts on a daily basis and allocate them to the appropriate invoices.

• Adhere to the collection schedule, dispatch reminders, and escalate accounts that are overdue.

• Analyze AR aging, customer advances, credit balances, duplicate payments, refunds, and risks associated with bad debts.

• Monitor DSO and collection performance, clarify significant changes, and take necessary follow-up actions.

• Conduct monthly bank and Stripe reconciliations, accounting for fees and payment date discrepancies.

• Reconcile signed agreements and billing data across Tabs, HubSpot, Zoho Books, and QuickBooks.

• Assist with month-end deferred and unbilled revenue calculations.

• Complete cash burn reconciliation and oversee referral discounts and partner commissions.

• Compile weekly and monthly reports on collections, DSO, AR aging, and bad debt.

• Provide commission information to RevOps and ensure billing data aligns with ARR reporting for FP&A and other stakeholders.

• Address customer and internal finance inquiries within established SLAs.

• Maintain ledgers for AR, deferred revenue, advances, and recoverables for the month-end close, audit support, and compliance requirements.

• Support invoice-level tax obligations, including India GST/e-invoicing and US sales tax documentation.

• Manage billing system data and identify opportunities to automate repetitive O2C tasks.

• Collaborate with Accounting to ensure consistency in GL and business unit coding.

• Keep SOPs up to date, coordinate tasks within the O2C team, and mentor junior team members.

⛳️ Requirements

• 3–5 years of experience in Order-to-Cash, accounts receivable, or finance operations, ideally in B2B SaaS or technology sectors.

• Practical experience with invoicing, collections, AR aging, and DSO management.

• Proficient manual and AI-driven reconciliation skills across banks, payment gateways, billing systems, CRM data, and AR ledgers.

• Familiarity with deferred revenue, unbilled revenue, and the correlation between billing data and ARR reporting.

• Experience with an accounting software and a billing or subscription platform.

• Strong skills in Excel or Google Sheets, including pivot tables and lookups.

• Capability to manage recurring deadlines, document processes, and escalate issues effectively.

• Experience with Tabs, HubSpot, Stripe, AWS Billing, or Freshdesk is advantageous.

• Knowledge of enterprise billing, purchase orders, milestones, and net-60/net-90 payment terms is beneficial.

• Familiarity with India GST/e-invoicing, US sales tax, or multi-entity and multi-currency operations is a plus.

• Experience in enhancing finance workflows through automation or standardized templates is a plus.

• Experience in coordinating or mentoring junior team members is an advantage.

🏝️ Benefits

• 100% remote work.

• Generous annual co-working allowance.

• USD 1,000 annual budget for learning and professional development.

• Unlimited leave.

• Health insurance with coverage up to INR 10 lakh for the employee and family.

• Accident protection of an additional INR 10 lakh.

• Life insurance valued at 3x annual salary.

• INR 35,000 workspace setup allowance.