22 Aug
|
Dananda Talents
|
India
22 Aug
Dananda Talents
India
Billing Executive – CA Firm
Location: Mumbai
Salary: ₹18,000 – ₹20,000 per month + Performance Incentives
Experience: 1–3 years
Industry: Chartered Accountancy / Professional Services
About the Firm
We are a growing Chartered Accountancy firm providing Audit, Taxation, Compliance, Advisory, and Outsourcing services to a diverse client base.
We are looking for a detail-oriented and proactive Billing Executive to manage client invoicing, payment follow-ups, receivables tracking, quotations, and billing-related MIS reporting.
Key ResponsibilitiesBilling & Invoicing
- Prepare and issue accurate and timely client invoices based on approved billing details.
- Ensure proper documentation and necessary approvals before raising invoices.
- Maintain accurate records of invoices, debit notes, credit notes, and related billing documents.
- Coordinate with internal teams and partners to obtain billing information and approvals.
- Verify billing details and ensure invoices are raised as per agreed client terms.
Payment Follow-Up & Receivables
- Regularly follow up with clients for outstanding payments through calls, emails, and WhatsApp.
- Track accounts receivable and maintain updated ageing and outstanding reports.
- Coordinate with Partners and Engagement Teams regarding pending collections.
- Maintain accurate records of payment commitments and collection status.
- Assist in resolving client queries related to invoices, payments, and billing.
- Escalate long-pending or critical outstanding payments to the concerned team.
Quotations & Proposals
- Prepare client quotations, engagement letters, and fee proposals as directed by Partners.
- Maintain a database of quotations and proposals issued.
- Track the status of quotations and follow up for approvals where required.
- Ensure proper documentation of approved commercial terms.
MIS & Reporting
- Prepare periodic Billing MIS, Collection MIS, and Outstanding Receivables Reports.
- Generate monthly reports covering:
- Invoices raised
- Collections received
- Outstanding receivables
- Ageing of receivables
- Pending collections
- Assist management in monitoring billing, realization, and collection performance.
- Maintain accurate and up-to-date billing and collection data.
Required Skills
- 1–3 years of experience in Billing, Invoicing, Accounts Receivable, Collections, or related functions.
- Good knowledge of invoice processing and billing documentation.
- Strong follow-up skills and ability to coordinate with clients professionally.
- Good working knowledge of MS Excel and MIS reporting.
- Ability to prepare and maintain ageing and outstanding reports.
- Good written and verbal communication skills.
- Strong attention to detail and accuracy.
- Ability to manage multiple tasks and meet deadlines.
- Experience in a CA firm, consultancy, professional services firm, or finance/accounts setting will be an advantage.
Candidate Profile
The ideal candidate should be organized, persistent, detail-oriented, and comfortable communicating with clients for payment follow-ups. The candidate should have a strong sense of ownership and be able to maintain accurate billing and collection records.
Key Search Keywords
Billing Executive | Billing Coordinator | Billing Associate | Invoicing | Invoice Processing | Accounts Receivable | AR Executive | Collections | Payment Follow-up | Outstanding Receivables | Ageing Report | Billing MIS | Collection MIS | MIS Reporting | Excel | Quotations | Fee Proposals | CA Firm
Pay: ₹100,000.00 - ₹240,000.00 per year
Work Location: In person
📌 Billing Executive – CA Firm (India)
🏢 Dananda Talents
📍 India