Finance Executive – Billing & Receivables

Healthtech and wellness company

Finance Executive – Billing & Receivables

PeopleX Ventures

Company

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Finance Executive – Billing & Receivables

at Healthtech and wellness company

Agency job

via PeopleX Ventures

1 - 6 yrs

₹3L - ₹6L / yr

Bengaluru (Bangalore)

Skills

Accounting

Billing

MS-Excel

Financial accounting

Invoice management

Role Overview

We are looking to hire a detail-oriented Finance Executive to manage end-to-end billing, receivables, and sales accounting operations.

This role is focused on ensuring accurate invoicing, smooth payment collection processes, and disciplined tracking of receivables to support healthy cash flow and financial accuracy.

The individual will work closely with sales, operations, and customer support teams to ensure seamless coordination across revenue-related processes.

Key Responsibilities

1. Billing & Invoicing Operations

Generate and process customer invoices accurately and on time
Ensure proper documentation and adherence to billing policies
Handle invoice corrections and adjustments where required

2. Payment Processing & Collections Support

Create and share payment links with customers via designated platforms
Track incoming payments and ensure timely updates in systems
Support follow-ups on pending collections and overdue accounts

3. Sales Accounting & Data Management

Maintain accurate daily sales entries in accounting systems/ERP
Record approved discounts, offers, and pricing adjustments
Ensure data consistency between sales and finance records

4. Accounts Receivable Management

Monitor receivables aging and highlight overdue accounts
Reconcile customer payments against invoices
Resolve discrepancies and payment mismatches

5. Cross-functional Coordination

Work closely with Sales, Operations, and Customer Support teams
Resolve billing-related queries and ensure smooth communication
Support alignment between commercial and finance functions

6. Reporting & MIS

Prepare periodic reports on invoicing, collections, and outstanding receivables
Track discount utilization and revenue-related metrics
Share insights to support financial planning and decision-making

7. Month-end & Compliance Support

Support month-end closing activities related to revenue and receivables
Ensure compliance with internal controls and documentation standards
Assist in audit preparation and data validation

Requirements

Bachelor’s degree in Commerce, Finance, Accounting, or related field
1–4 years of experience in billing, accounts receivable, or finance operations
Strong understanding of invoicing, reconciliation, and receivables management
Proficiency in Excel and accounting/ERP systems (Tally, Zoho, SAP, Oracle, etc.)
High attention to detail and numerical accuracy
Strong coordination and follow-up skills
Ability to work in a fast-paced, process-driven environment

Role Overview

We are looking to hire a detail-oriented Finance Executive to manage end-to-end billing, receivables, and sales accounting operations.

This role is focused on ensuring accurate invoicing, smooth payment collection processes, and disciplined tracking of receivables to support healthy cash flow and financial accuracy.

The individual will work closely with sales, operations, and customer support teams to ensure seamless coordination across revenue-related processes.

Key Responsibilities

1. Billing & Invoicing Operations

Generate and process customer invoices accurately and on time
Ensure proper documentation and adherence to billing policies
Handle invoice corrections and adjustments where required

2. Payment Processing & Collections Support

Create and share payment links with customers via designated platforms
Track incoming payments and ensure timely updates in systems
Support follow-ups on pending collections and overdue accounts

3. Sales Accounting & Data Management

Maintain accurate daily sales entries in accounting systems/ERP
Record approved discounts, offers, and pricing adjustments
Ensure data consistency between sales and finance records

4. Accounts Receivable Management

Monitor receivables aging and highlight overdue accounts
Reconcile customer payments against invoices
Resolve discrepancies and payment mismatches

5. Cross-functional Coordination

Work closely with Sales, Operations, and Customer Support teams
Resolve billing-related queries and ensure smooth communication
Support alignment between commercial and finance functions

6. Reporting & MIS

Prepare periodic reports on invoicing, collections, and outstanding receivables
Track discount utilization and revenue-related metrics
Share insights to support financial planning and decision-making

7. Month-end & Compliance Support

Support month-end closing activities related to revenue and receivables
Ensure compliance with internal controls and documentation standards
Assist in audit preparation and data validation

Requirements

Bachelor’s degree in Commerce, Finance, Accounting, or related field
1–4 years of experience in billing, accounts receivable, or finance operations
Strong understanding of invoicing, reconciliation, and receivables management
Proficiency in Excel and accounting/ERP systems (Tally, Zoho, SAP, Oracle, etc.)
High attention to detail and numerical accuracy
Strong coordination and follow-up skills
Ability to work in a fast-paced, process-driven environment

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