Team Lead Account Receivable

Job Profile

The TL -Accounts Receivable is responsible for managing the end-to-end Order to Cash (OTC) process, ensuring accuracy in financial transactions, timely reporting, and process improvement. The role involves overseeing AR operations, managing process transitions, driving team development, and implementing automation to enhance efficiency. This individual must possess strong leadership, analytical, and interpersonal skills to collaborate effectively across teams and with customers.

Accounts Receivable Management

• Manage the Order to Cash (OTC) cycle, including:
• Approval of customer registrations and amendments.
• Reconciliation of the AR ledger to ensure all payments are accounted for and posted accurately.
• Review and resolution of customer payment discrepancies.
• Reviewing and finalizing AR aging reports, ensuring timely collections.
• Managing credit assessments and approvals, adhering to company policies.
• Oversee order management, ensuring alignment with payment and credit terms.
• Month-end AR close activities, ensuring completion within defined deadlines and accuracy.
• Prepare and publish financial reports and analyses such as AR aging summaries, cash flow projections, and reconciliation dashboards using tools like Excel, SAP, or Oracle.

Process Transition and Improvements

• Lead process migration and transition activities using structured methodologies (e.g., Six Sigma, Lean, or other frameworks), ensuring minimal disruption to operations.
• Conduct on-site visits during process transitions to ensure seamless implementation.
• Document and update all changes in DPM/SOP/SLA promptly.
• Drive automation initiatives by leveraging tools like Power BI, RPA (UiPath), or ERP systems to streamline workflows and reduce manual efforts.

Team Leadership and Development

• Conduct daily huddles to review performance, discuss errors, and align team priorities.
• Develop and strengthen a robust succession pipeline (2nd & 3rd levels) within the team.
• Mentor and guide Early-in-Profession (EIP) employees by assigning the right mentors to support their growth.
• Implement structured training plans for team skill enhancement in areas like Excel, ERP, and reconciliation techniques.

Compliance, Reporting, and Governance

• Ensure adherence to all KPIs and SLAs, publishing timely reports on process health and outcomes.
• Maintain records of leave and performance metrics for team members.
• Handle complaints from the front office, escalating as necessary to the HOD/Center Head.
• Ensure Business Continuity Plan (BCP) preparedness, conducting regular reviews and drills.

Process Optimization and Automation

• Identify and implement process improvements such as:
• Automating AR reconciliation using tools like Alteryx or Tableau.
• Reducing cycle times for AR processes.
• Enhancing dashboard visibility and metrics tracking using Power BI or Excel macros.
• Participate in UAT for new enhancements and provide actionable feedback for optimization.
• Technical Skills:
• Proficiency in Excel (advanced functions such as VLOOKUP, Pivot Tables, Macros).
• Hands-on experience with AR systems and ERP software like SAP/Oracle/Workday.
• Familiarity with reporting tools such as Power BI, Tableau, or similar visualization tools.
• Behavioural Competencies:
• Strong Interpersonal Skills: Ability to collaborate with diverse teams and customers effectively.
• Leadership Abilities: Skilled at team building, mentoring, and driving a high-performance culture. Minimum 1 year of Experience is Required in Team handling and minimum team size should be above 10 members.
• Proactive and Self-Motivated: Takes initiative to identify and resolve issues before escalation.
• Adaptable: Quick to adapt to new tools, processes, and organizational ecosystems.
• Analytical Thinking: Demonstrates the ability to analyse data for trends and actionable insights.
• Customer Orientation: Ensures customer satisfaction through timely query resolution and proactive engagement.

Process Migration /Transition:

• Proven experience in managing and executing process migration projects independently.
• Prior experience in training and supporting teams during and after the migration process.
• Education: Bachelors degree in Finance, Accounting, or related field. A Masters degree (MBA/Finance) is preferred.

Experience:

• Minimum 7+ years of experience in Accounts Receivable, OTC, or related finance roles.
• Experience with SAP, Oracle, or similar ERP systems.
• Proven track record in process transitions, automations, and team management.
• Certifications: Preferred certifications include:
• Certified Credit Executive (CCE)
• Lean Six Sigma (Green/Black Belt)
• Certification in ERP systems (e.g., SAP FI/CO or Oracle).

Minimum 7 years Accounts Receivable, OTC, or related finance roles.

Compensation As per Industry.

- At least 2 years of team handling experience (minimum team size: 10 members)

- Notice period: maximum 60 days

- Stable career history

- Clear educational qualifications (including year of passing and grades)

- Explanation for any education or career gaps

- Preferred experience in the shipping or KPO industry

* Job Location : Hyderabad, Hitech city
* Payroll: Direct client payroll
* Job Type: Fulltime Permanent position

Please go through the complete JD and If you are interested and comfortable with the JD, then kindly acknowledge and revert with your updated resume.

Best Regards,

Sneha Jha

HRD