About the Company :

We are a global consulting firm, we specialize in transforming businesses through innovative digital solutions. Our expertise spans across Process Improvement, Business Process Outsourcing, AI & Automation Solutions, and Captive Setup Services. Please visit www.navsan.com

Job Title: Team Lead Finance Operations

Department: Technology

Employment Type: Full Time

Location: Hyderabad , Bangalore , Chennai

Experience Required: 6 8 Years

- Job Summary

Navsan is looking for a dynamic and experienced Team Lead Finance Operations with a solid focus on Accounts Receivable (AR), customer billing/invoicing, and collections. The role will lead a team supporting insurance-sector clients, drive accurate and timely billing and collections operations, manage global stakeholders, and ensure service delivery against agreed SLAs and KPIs.

Key Responsibilities

Manage billing and invoicing workflows for insurance-related clients, including familiarity with the Lloyds and London Market operating environment.

Experience preparing and submitting customer invoices through e-billing/customer portals such as LegalX, TyMetrix, Gemini, and ECF.

Lead day-to-day Accounts Receivable (AR), customer billing/invoicing, and collections operations, ensuring accuracy, timeliness, and adherence to client requirements.

¢ Understanding of end-to-end automated billing workflows, including how bots or integrations transfer invoice data from SAP/ERP systems to customer or e-billing portals, and how to monitor exceptions and resolve failures.

¢ Manage, coach, and develop a team of 68 associates and subject matter experts (SMEs), with clear work allocation, performance expectations, and accountability.

¢ Own service delivery against contractual SLAs, KPIs, turnaround times, and quality standards; monitor performance and drive timely corrective actions.





¢ Build effective working relationships with stakeholders across the US, Europe, EMEA and APAC; act as a key point of contact for operational reviews, escalations, and service updates.

¢ Review ageing, billing accuracy, unbilled items, disputes, collection effectiveness, and other AR metrics; use data to identify risks and improve outcomes.

¢ Drive root-cause analysis for missed deliverables, billing errors, delayed invoices, and collection issues; implement corrective and preventive actions to avoid recurrence.

¢ Ensure robust controls, process documentation, audit readiness, and compliance with client policies and applicable regulatory requirements.

¢ Support process transitions, migrations, client onboarding, and stabilization, ensuring knowledge transfer and operational readiness.

¢ Identify opportunities to standardize workflows and improve efficiency through process redesign, reporting, and automation.

Required Qualifications & Experience

¢ Bachelors degree in finance, Accounting, Commerce, or a related discipline; an MBA or relevant professional qualification is an added advantage.

¢ 68 years of experience in finance operations, with substantial hands-on and supervisory experience in Accounts Receivable (AR), customer billing/invoicing, and collections.

¢ Prior experience in an insurance-related organization, insurance services environment, or supporting insurance-sector clients is required.





¢ Working knowledge of the Lloyds and London Market insurance environment is required.

¢ Demonstrated experience managing a team of 68 associates and SMEs, including work allocation, coaching, performance management, and delivery oversight.

¢ Experience working directly with stakeholders and clients across the US, Europe, and APAC time zones.

¢ Strong understanding of AR operations, billing controls, collections, dispute resolution, ageing analysis, and service delivery metrics.

¢ Advanced proficiency in MS Excel and experience using ERP systems such as SAP for billing and AR-related activities.

- Preferred Skills

¢ Oversee customer invoicing, billing validations, dispute management, cash application/receipt follow-up, and collections activities, as applicable to the process scope. ¢ Understanding of end-to-end automated billing workflows, including how bots or integrations transfer invoice data from SAP/ERP systems to customer or e-billing portals, and how to monitor exceptions and resolve failures.

¢ Exposure to insurance billing requirements, broker/client invoicing, and the operational practices of the Lloyds and London Market.

¢ Knowledge of process improvement methodologies such as Lean or Six Sigma, and exposure to workflow automation and finance transformation initiatives.

- Key Competencies

¢ Accounts Receivable, Billing & Collections Operations ¢ Insurance / Lloyds and London Market Exposure

¢ People Leadership & Team Development

¢ Global Client & Stakeholder Management

¢ SLA, KPI & Service Delivery Management

¢ Root-Cause Analysis, Controls & Continuous Improvement

¢ Billing Portals, SAP Workflows & Automation Awareness

Our Culture

- Innovation-driven environment
- Collaborative team culture
- Work-life balance
- Continuous learning and improvement

📌 Team Lead - Accounts Receivable (Bengaluru)
🏢 Navsan
📍 Bengaluru