About the Role

This role runs the day-to-day financial operations of the business – invoicing, GST and TDS compliance, payment adjustments and reporting.

On collections, the role sets the targets and tracks them. The actual recovery is done by the Network Account Managers.

This role is responsible for setting targets based on ageing and net outstanding, running the reviews, and bringing down NPA and DSO.

Key Responsibilities

Invoicing

- Raise accurate invoices on time, as per client agreements and rate cards.
- Resolve billing disputes, credit notes and rate mismatches.
- Reduce MIS-to-billing turnaround time.

GST & TDS
- Compute, reconcile and file all GST returns on time.
- Reconcile GSTR-2B with books and follow up on mismatches.
- Deduct, deposit and file TDS within statutory timelines; reconcile against Form 26AS.

Payment Adjustments

- Reconcile receipts against invoices and knock off payments in SAP.
- Explicit unapplied receipts, short payments and long-pending open items.

Collections Governance

- Set collection targets account-wise and bucket-wise, based on ageing and net outstanding.
- Share targets with the Network Account Managers and reset them each cycle.
- Maintain a live ageing and net outstanding view; run the review cadence against targets.
- Bring down NPA and DSO; escalate accounts that are slipping.
- Clear finance-side blockers – disputed invoices, missing documents, open reconciliations.

Reporting & Audit

- Generate collection, net outstanding,



TDS and ageing reports from SAP.
- Provide inputs for P&L; review and provisioning.
- Support statutory, internal and client audits.

Automation

- Drive invoice automation, auto payment adjustments and system-generated reports.
- Track policy expiry and renewals, with correct mapping in reports.
- Write and maintain SOPs.

Stakeholder Management

- Work with Network Account Managers, Central Finance, Business and Operations to resolve issues quickly.
- Present the numbers in leadership reviews.

Qualifications

- Chartered Accountant (CA) – mandatory.
- 6 months to 1 year of post-qualification experience in financial operations, billing or receivables.
- Working knowledge of SAP or a similar ERP.
- Healthcare or insurance experience preferred.

Skills

- Good understanding of GST and TDS.
- Strong analytical skills and attention to detail.
- Advanced Excel.
- Able to follow up and get things done through teams that do not report to them.
- Clear communication with both finance and business teams.

Key Performance Indicators

- Collection achieved against target; reduction in net outstanding.
- Reduction in NPA and DSO.
- Invoicing accuracy and turnaround time.
- Zero delays or penalties on GST and TDS filings.
- Automation delivered – manual effort removed.

PLEASE EMAIL YOUR UPDATED CV TO : [email protected] with the subject Line " Financial Operations" or contact

📌 Finance Operations Specialist (Bengaluru)
🏢 Medibuddy
📍 Bengaluru