Analyst - India Finance Team
UnitedLex Gurgaon, Haryana, India
Legal Services · 1,001-5,000 employees
About the role
The analyst is responsible for applying customer payments, reconciling accounts, and managing collections to ensure accurate financial records. They will collaborate with internal teams to resolve payment disputes and maintain compliance with company accounting policies.
What they look for
Requirements
Candidates must hold a bachelor's degree in accounting or finance with 0-2 years of relevant experience in an AR specialist role. Proficiency in Microsoft Office, particularly Excel, and strong analytical and communication skills are required.
Full description
Position title: Analyst- Cash App Department: Contract-to-Cash Operations Location: Gurugram Type of Job: Full time
Reports to: Assistant Manager
Roles and responsibilities Responsible for applying customer payments accurately, reconciling received payments, resolving payment issues, and maintaining accurate customer account records. Work closely with Billing, Collections, Treasury, and Client Service teams to support cash flow and month-end activities.
- Circulate monthly/weekly statements to the clients/AP and follow-up via call or email with them to collect the past due balances
- Monitor AR aging reports daily and review respective collections portfolio and take action to encourage timely payment by clients
- Coordinate with internal teams to understand the queries/disputes raised by clients and provide resolutions
- Identify collection issues, if needed escalate them on time
- Record notes in the D365 ERP tool about steps taken related to collection activities
- Keeping track of all payments and ensuring they are correctly applied to customer accounts
- Reconcile accounts and make necessary adjustments or prepare related reports as necessary
- Preparing reports on accounts receivable status
- Implementing and maintaining internal controls to ensure compliance with company policies and accounting principles
- Processing refunds and write-offs (if required)
- Daily processing of cash receipts and postings to customer accounts/invoices
- Ensure inter-company transfers are posted and handed off properly and non-customer payments posted properly
- Identify daily unapplied amounts and follow up with stakeholders to identify the payment
- Maintenance of records for auditing purposes
Desired Candidate profile •Bachelor’s degree in accounting or finance •0-2 years’ experience working in an AR specialist role •Good written and verbal communication skills •Good research/analysis skills, and knowledge of contract to cash cycle •Moderate level of excel knowledge, able to create dashboards and reports using excel. Proficient in Microsoft Office; including Word, Excel & Outlook
Personal Attributes: •Perform day to day tasks based on the standard processes •Administrative skills – general administrative and clerical work •Organization skills – able to prioritize and execute many assignments in quick and efficient manner •Strong customer service skills •Works efficiently in a fast-paced environment •Problem-solving skills •Shift: Rotational
•High awareness and understanding of confidential information
Please 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 G2 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.
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.
