Role & responsibilities

- Prepare and maintain daily, weekly, and monthly collection MIS reports.

- Maintain client-wise outstanding and collection data.

- Track pending and overdue payments and prepare ageing reports.

- Make regular calls to clients for payment follow-up and collection status.

- Coordinate with clients regarding pending invoices, payments, and outstanding balances.

- Update payment and collection status in MIS and Tally.

- Maintain accurate records of invoices, receipts, collections, and outstanding amounts.

- Work on Tally for maintaining and checking financial/collection-related data.

- Coordinate with the Accounts, Operations, and Business Development teams regarding collections.

- Prepare reports and dashboards for management review.

- Identify discrepancies in collection data and coordinate for resolution.





- Monitor collection targets versus actual collections.

- Maintain proper documentation and ensure timely submission of reports.

Preferred candidate profile

- Good knowledge of MS Excel and MIS reporting.

- Working knowledge of Tally is mandatory.

- Good communication skills and confidence in calling clients for payment follow-up.

- Knowledge of accounts receivable and collection processes.

- Good understanding of outstanding and ageing reports.

- Knowledge of Pivot Tables, VLOOKUP/XLOOKUP, IF, SUMIF/SUMIFS will be preferred.

- Good numerical and analytical skills.

- Solid follow-up and coordination skills.

- Attention to detail and accuracy.

📌 Accounts and MIS Executive (Gurugram)
🏢 Innovision
📍 Gurugram