Specialist – Finance (Collections)

Job Location: Mumbai In this role you will be responsible for the collection tasks and maintaining customer relations. You will have proactive outreach, diligent follow-up on overdue accounts, and effective dispute resolution. Also, you will maintain accurate records, perform regular account reconciliations, and collaborate with internal teams.

Contribute to streamline the collections process while supporting customers in meeting their payment commitments, thus reinforcing the company's commitment to operational excellence and partnership.

Key Responsibilities:

- Customer Engagement: Reach out to end customers through voice and non-voice processes to share Statements of Accounts (SOAs) within

the defined turnaround time (TAT).
- Dunning: Ensure timely follow-up on payments and manage the dunning process for overdue payments by sending reminders as per the

standard operating procedures.
- Collection Management: Capture and update the Promise-to-Pay (PTP) dates in the Collection Tool (MA!N) after customer interactions. Shall

be responsible for follow up on any payment advice not received on time from the customer.
- Dispute Management: Document and investigate customer disputes regarding non-payment or partial payment of invoices. Collaborate with

internal teams to resolve issues.
- Escalation Management: Escalate any unresolved disputes, payment issues, or other concerns that could delay payment to senior

management or relevant teams for timely resolution. The goal is to ensure payments are collected as per the agreed terms.
- Bookkeeping: Send the payment details for posting and allocation, as outlined in the payment advice, to the CashApps Team for processing

in the accounting system.
- Account Reconciliation: Conduct regular account reconciliations with customers to address any discrepancies between their records and





internal system balances and obtain balance confirmations as needed.
- Reporting: Maintain detailed records of customer interactions, payment statuses, and disputes, generate regular reports to assess payment

performance and outstanding balances, and report any issues, trends, or anomalies related to collections and disputes.
- Database Upkeep: Ensure the customer database is kept up to date by collaborating with relevant teams to update contact details, such as

changes in the contact person, and maintain accurate records.
- Professionalism: Maintain a calm, patient, and respectful attitude during all customer interactions, always uphold a professional appearance

and demeanour, and ensure a positive experience, even in challenging situations.
- Ad hoc Task: Any additional tasks assigned based on specific circumstances and requirements.

Required Skills/Abilities:

- Bachelor’s Degree in Commerce, Finance, Business Administration, or equivalent field.
- Minimum 3 years of experience in Order-to-Cash processes or a related financial operation.
- Strong knowledge of collections processes, including payment follow-up and dunning.
- Proficient in utilizing financial software and systems (e.g., Oracle, Basware), with ability to quickly adapt to new technology.
- Ability to record, track, and resolve disputes efficiently while collaborating with internal teams.
- Possessing excellent verbal and written communication skills, with the ability to explain complex issues clearly and professionally, while

maintaining a presentable appearance and interacting effectively with customers and internal stakeholders.
- Possess the ability to independently manage account reconciliations and resolve discrepancies with customers.
- Proficient in maintaining accurate customer records and collaborating with relevant teams to ensure contact and account information is

consistently updated.

📌 Specialist – Finance (Collections) (Mumbai)
🏢 Dhl
📍 Mumbai