Job Description Senior Executive – Finance

Department: Finance
Position: Senior Executive – Finance

Role Overview

We are looking for a detail-oriented and organised Senior Executive – Finance to manage invoicing, payment tracking, collections, vendor coordination, and financial data management. The candidate should have positive working knowledge of MS Office, particularly Excel, along with basic knowledge of taxation and GST

Key Responsibilities
Invoicing & Documentation
Prepare and issue invoices, proforma invoices, and other billing documents.
Share soft copies of invoices with clients and coordinate the dispatch of hard copies.
Maintain proper records of invoices, collections, BP invoices, and payments.
Payment & Collection Management
Follow up with clients for outstanding payments and collections.
Coordinate with the Finance team regarding payment updates, B2B invoicing, and BP payments.
Prepare and maintain monthly payment projections.
Data Management & Reporting
Maintain and update financial data related to Outreach, Events, Admissions, MOUs, and courier expenses.




Ensure accuracy and timely updating of invoice and payment records.
Provide relevant financial and business data to the Sales team as required.
Vendor Management
Maintain vendor billing and payment records.
Coordinate with vendors for billing-related queries and timely payment releases.
Coordinate the vendor creation process for recent vendors.
Internal Coordination
Work closely with the Finance and Sales teams to ensure smooth billing, payment tracking, and collection processes.
Ensure proper documentation and timely closure of finance-related activities.

Required Skills & Qualifications
Proficiency in MS Word, MS Excel, and PDF-related documentation.
Basic knowledge of taxation, GST, and tax calculations.
Good written and verbal communication skills.
Robust data management and analytical skills.
Good coordination, follow-up, and organisational abilities.
High attention to detail and accuracy.
Ability to manage multiple tasks and meet deadlines.

📌 Senior Executive Finance Delhi
🏢 CL Educate
📍 Delhi