Role & responsibilities

Job Level

Skill Set Description

Experience

OTC Billing and Invoicing Analyst

3A

- Manage day-to-day OTC operations - Billing and Invoicing, billing support, credit collections support, customer queries, and reconciliations/Workday project setup from Salesforce notifications, contract upload, billing schedule creation, document attachment, amendment processing
- Manage billable transactions, create, finalize & send the invoice. Manage end-to-end customer billing and invoicing activities accurately and within agreed timelines.
- Review contracts, purchase orders, rate cards, billing schedules, and supporting documents before invoice creation.
- Set up and maintain customer projects, contracts, and billing schedules in Workday based on approved Salesforce notifications.
- Create, validate, finalize, and distribute invoices, credit notes, and debit notes in accordance with contractual terms and tax requirements.
- Process contract amendments, billing adjustments, cancellations, and rebills with complete supporting documentation and approvals.
- Reconcile billed transactions to source data and investigate billing discrepancies, missing information, and system exceptions.
- Respond promptly to customer and stakeholder billing queries; coordinate with Sales, Operations, Collections, and Finance to resolve issues.
- Maintain accurate billing records and trackers, and prepare billing-status, unbilled-revenue, exception, and SLA reports.
- Support period-end activities by ensuring billing completeness, timely cut-off, and resolution of outstanding billing items.





• Follow SOPs and internal controls while meeting SLA/TAT, quality, accuracy, productivity, and compliance requirements.

- Bachelor's or Master's degree in Commerce, Accounting, Finance, or an MBA.

- More than 2.5 years of relevant OTC/Accounts Receivable experience, primarily in billing and invoicing.
- Strong understanding of contract-to-bill activities, invoice processing, billing schedules, credit/debit notes, reconciliations, and period-end controls.
- Working knowledge of Workday ERP and Salesforce exposure.
- Proficiency in Microsoft Excel and other MS Office tools, with strong attention to detail and numerical accuracy.
- Strong written and spoken English, stakeholder management, analytical, problem-solving, and documentation skills.
- Ability to manage multiple priorities, meet deadlines, collaborate across teams, and perform effectively in a high-volume environment.

• Mandatory to work in US shift: 6:00 p.m. to 3:15 a.m. IST.

Accountant - O2C Collections (Voice)

3A

- Manage assigned customer accounts and follow up proactively on overdue invoices through calls and emails
- Review aging reports, prioritize high-value and high-risk accounts, and execute collection actions in line with the collection strategy.
- Investigate payment delays, short payments,



deductions, and disputes; coordinate with Billing, Sales, Cash Application, and customer teams to drive resolution.
- Obtain payment commitments, document collection notes, and follow up until outstanding balances are cleared.
- Support cash application by sharing remittance details and resolving unidentified or unapplied receipts.
- Reconcile customer accounts, statements, invoices, credit notes, and receipts; respond promptly to customer queries.
- Maintain accurate records in Workday and collection trackers; prepare aging, promise-to-pay, dispute, and collection-status reports.
- Meet collection targets and agreed SLA/TAT, quality, compliance, and productivity standards.

• Follow SOPs, Escalation process and internal controls while maintaining qualified customer relationships and clear documentation.

- Bachelor's or Master's degree in Commerce, Accounting, Finance, or an MBA.

- More than 2 years of relevant O2C/Accounts Receivable experience, primarily in collections; exposure to cash application and billing is preferred.
- Strong understanding of customer aging, collection follow-up, account reconciliation, dispute management, payment allocation, and credit-risk escalation.
- Working knowledge of Workday ERP/financial application; proficiency in Microsoft Excel and other MS Office tools.
- Strong written and spoken English, Voice call experience; customer-facing communication, negotiation, stakeholder management, and problem-solving skills.

• Mandatory to work in US shift: 6:00 p.m. to 3:15 a.m. IST.

📌 Global billing & Collection - US shift - WFO - Bangalore - E City (Bengaluru)
🏢 CLARITY CONSULTING
📍 Bengaluru