Financial Operations Specialist
ConfidentialBengaluru / Bangalore, India7 days ago
Job descriptionManage the collections process by tracking and reconciling customer payments. Monitor accounts to ensure timely collection of outstanding invoices. Follow up with customers via email and calls to ensure prompt payments. Apply customer payments and reconcile accounts to maintain accurate financial records. Reconcile AR balances, identify discrepancies, and resolve payment issues. Maintain accurate records of customer communications and collection efforts. Collaborate with sales, finance, and legal teams to manage credit limits and resolve disputes. Work with external auditors and provide necessary documentation during audits. Ensure adherence to company policies, accounting standards, and regulatory requirements. Identify opportunities to streamline and improve AR processes for efficiency.. Communicate discrepancies to the cross-functional team, identify slow-paying customers, and recommend collection candidates. Contacting delinquent customers via telephone and email and maintaining consistent follow-up with these accounts in accordance with established performance matrix Strengthen and grow relationships with clients by communicating with customers regarding past-due accounts. Develop and manage strategies to increase customer retention, improve upselling and cross-selling efforts, and reduce churn. Work closely with customer success to ensure a smooth transition from sales to customer onboarding and retention. Continuously evaluate the effectiveness of revenue operations processes and identify opportunities for improvement. Stay up-to-date on industry trends and best practices to enhance the effectiveness of the team. Work closely with the business operations, customer success and sales teams to gather information for collections activities Collaborate with the internal team to reconcile customer accounts and address any outstanding issues. Liaise with the reseller partners and account managers to resolve any customer concerns or disputes related to billing & operations Utilise the advanced Excel functions and formulas to analyse collection data, identify trends, and generate reports. Develop and maintain Excel spreadsheets to track and monitor collection metrics and key performance indicators (KPIs). Create customized reports and presentations to communicate collection progress to stakeholders. Investigate and resolve customer inquiries, disputes, or complaints related to billing promptly and effectively. Collaborate with internal teams to resolve complex or escalated customer issues promptly. 6+ years of experience in revenue operations, finance, sales operations, or related roles, preferably in SaaS or tech companies. Proven experience working with CRM systems (Salesforce, Charge bee, etc.) Strong understanding of sales processes and a proven track record of aligning cross-functional teams. Bachelor's degree in Finance, Accounting, Business Administration, or a related field (preferred) Strong proficiency in Microsoft Excel, including advanced functions, pivot tables, and data analysis. Excellent attention to detail and strong problem-solving skills. Effective communication and interpersonal skills to collaborate with cross-functional teams. Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. Self-motivated and positive attitude. Looker Studio, Advanced Excel. Working knowledge of Google Sheets. Familiarity with financial systems like Netsuite, ERP, Salesforce Experience with Zoho, Salesforce and Chargebee is a plus. A smart, talented, and agile team : An international team where 35 nationalities are working together in several locations and time zones with a learning, sharing, and fun environment. A great compensation package : Competitive salary, 30 days of paid vacation, flexible working hours, private health insurance, parental leave, telephone bill reimbursement, Udemy membership to keep learning and improving and Wellness allowance. Great tech tools : Pick the computer and phone that you fancy the most within our budget ranges. Office life : We strongly believe in in-person collaboration and follow an office-first approach while offering some flexibility. Enjoy your days with great colleagues with loads of good stuff to learn from, daily lunch and breakfast, and a wide range of healthy snacks and beverages. In addition, every now and then check out the playroom for a fun break or join our exciting parties and or team activities such as Lab days, sports meetups, etc. There is something for everyone!
Hello, Truecaller is calling you from Bangalore, India! Ready to pick up
Our goal is to make communication smarter, safer, and more efficient, all while building trust everywhere. We're all about bringing you smart services with a big social impact, keeping you safe from fraud, harassment, scam calls or messages, so you can focus on the conversations that matter.
- Top 20 most downloaded apps globally and world's #1 caller ID and spam-blocking service for Android and iOS with extensive AI capabilities and more than 450 million active users per month.
- Founded in 2009, listed on Nasdaq OMX Stockholm, and categorized as a Large Cap. Our focus on innovation, operational excellence, sustainable growth, and collaboration has resulted in consistently high profitability and strong EBITDA margins.
- A team of 400 people from 45 different nationalities spread across our headquarters in Stockholm and offices in Bangalore, Mumbai, Gurgaon, and Tel Aviv with high ambitions.
As a Finance Operations Specialist, you will be a part of the Truecaller Finance team, ensuring all financial aspects are monitored and functions in the right context. If you are a self-motivated individual with a passion for financial analysis, operations, and cross-functional collaboration, we encourage you to apply for this exciting opportunity. Join our team and contribute to the success of our organization while developing your skills and advancing your career in a dynamic environment.
Collections Management
What you will work on :
Revenue Lifecycle Management
Continuous Improvement
Cross-Functional Collaboration
Advanced Excel Analysis
Customer Issue Resolution
What We Are Looking For
It Would Be Great If You Also Have
Life at Truecaller - Behind the code : https : / / www.instagram.com / lifeattruecaller /
Sounds like your dream job
We will fill the position as soon as we find the right candidate, so please send your application as soon as possible. As part of the recruitment process, we will conduct a background check.
This position is based in Bangalore, India.
We only accept applications in English .
What We Offer
Come as you are
Truecaller is diverse, equal and inclusive. We need a wide variety of backgrounds, perspectives, beliefs and experiences in order to keep building our great products. No matter where you are based, which language you speak, your accent, race, religion, color, nationality, gender, sexual orientation, age, marital status, etc. All those things make you who you are, and that's why we would love to meet you.
Job info
Location
Bengaluru, Karnataka, India
Category
Finance
Team
Finance
Posted
18 days ago
Skills Required
google sheets , Advanced Excel
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Financial Specialist • Bengaluru / Bangalore, India
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