Job Overview:
We are seeking a detail-oriented and proactive professional to manage our accounts receivable operations, bookkeeping tasks, sales coordination, and administrative functions. The ideal candidate will ensure accurate invoicing, maintain financial records, support interdepartmental coordination, and handle vendor and customer onboarding processes—all while driving efficiency and compliance in our finance and sales operations.
Key Responsibilities:
Accounts Receivable & Bookkeeping:
- Generate and issue accurate customer invoices based on delivery slips, sales orders, or through the ERP system.
- Coordinate timely delivery of invoicing documents via drivers during product deliveries on weekly or credit term basis.
- Monitor accounts receivable and perform regular follow ups with customers for payments as per defined credit terms.
- Maintain and reconcile customer ledgers, resolve payment discrepancies, and ensure account accuracy including issuing of credit notes for returns, damaged goods, and promotional pricing adjustments.
- Ensure invoices reflect correct pricing and applicable taxes for each assigned territory and product
- Prepare AR aging reports and support internal finance audits or external audit processes.
- Generate monthly revenue report detailing all AR, credit etc for all products
Sales Coordination & Operational Support:
- Collaborate with sales, dispatch/logistics, and warehouse teams to ensure seamless order-to-cash cycles.
- Assist in preparing reports, formal letters, and communications related to invoicing, accounts receivable, and customer service.
- Coordinate with external vendors, service providers, and utility companies as needed.
Vendor & Customer Onboarding:
- Facilitate onboarding of new customers and vendors by collecting required documentation, verifying information, and creating records in the ERP system.
- Ensure compliance with internal policies and statutory requirements during the onboarding process.
- Maintain and update customer/vendor master data, including tax information, contact details, and banking info.
Office & Process Management:
- Manage and organize company documentation including invoices, contracts, licenses, and vendor files.
- Oversee office administrative tasks including supply management, pantry stocking, and petty cash handling.
- Recommend and support the implementation of ERP tools to improve accounts receivable and sales coordination processes.
Required Skills & Qualifications:
- Proficiency in Microsoft Excel (intermediate to advanced level).
- Familiarity with AR/accounting ERP systems such as NetSuite, QuickBooks, Zoho, or similar platforms.
- Strong organizational skills and attention to detail.
- Ability to communicate clearly and coordinate effectively across departments.
- Capable of multitasking, problem-solving, and working independently.
Preferred Qualifications:
- Bachelor’s degree in Accounting, Commerce, Business Administration, or related field.
- Understanding of customer/vendor master data management.
- Experience in a distribution, logistics, or product-based business environment.
