Job Description
Position : Analyst
Location : Gurgaon
Overall, Purpose Of Job
The primary responsibilities of the Analyst will be to send statements to the clients and collect due / overdue balances. Coordinate with internal departments and assist clients to resolve their issues.
Daily processing of cash receipts and postings to customer accounts / customer invoices.
Requirements & Competencies
- Professional experience in business-to-business collections and a corporate accounting environment performing similar or higher functions
- Excellent written and verbal communication skills
- Ability to interact with clients via call and email
- Understanding of basic accounting principles, fair credit practices and collection regulations
- Ability to work independently in a deadline oriented, fast paced environment
- Customer focused with a desire to work as part of a team.
- Understanding of financial regulations and accounting principles to ensure all tasks are performed in accordance with legal standards
- Proficiency in MS Office- Excel, Outlook, Presentation, word
- Bachelor's degree in accounting or similar field required
- Proven record of personal and professional achievement, including mastery of new technologies
Responsibilities
Circulate monthly / weekly statements to the clients / AP and follow-up via call or email with them to collect the past due balancesMonitor AR aging reports daily and review respective collections portfolio and take action to encourage timely payment by clientsCoordinate with internal teams to understand the queries / disputes raised by clients and provide resolutionsIdentify collection issues, if needed escalate them on timeRecord notes in the D365 ERP tool about steps taken related to collection activitiesKeeping track of all payments and ensuring they are correctly applied to customer accountsReconcile accounts and make necessary adjustments or prepare related reports as necessaryPreparing reports on accounts receivable statusImplementing and maintaining internal controls to ensure compliance with company policies and accounting principlesProcessing refunds and write-offs (if required)Daily processing of cash receipts and postings to customer accounts / invoicesEnsure inter-company transfers are posted and handed off properly and non-customer payments posted properlyIdentify daily unapplied amounts and follow up with stakeholders to identify the paymentMaintenance of records for auditing purposesPlease refer to our Privacy Policy at UnitedLex for information, https : / / unitedlex.com / privacy-policy / '
'ISO 27001 : 2022 is the standard that we follow in this organization , Based on this ISO document we have implemented 92 controls in UnitedLex across multiple offices and also with the help of this document we have implemented the Information Security Management System in the Organization'
About Us
UnitedLex is a data and professional services company delivering outcomes that create value and competitive advantage for legal and the business. Our business is anchored by a passion for innovation brought to life by a global community of diverse individuals determined to deliver on the promise of data mastery, legal acumen, and human ingenuity.
Skills Required
Corporate Accounting, Ms Office