24 Aug
|
Dananda Talents
|
Mulund West
24 Aug
Dananda Talents
Mulund West
Billing Executive – CA Firm
Location: Mumbai
Salary: ₹18,000 – ₹20,000 per month + Performance Incentives
Experience: 1–3 years
Industry: Chartered Accountancy / Qualified 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:
- Invoi
📌 Billing Executive – CA Firm (Mulund West)
🏢 Dananda Talents
📍 Mulund West