Senior Finance Associate

About Vymo

Vymo transforms how financial institutions manage their distribution networks and collections operations. Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global financial enterprises, enabling banks and insurers to optimize performance across their distribution channels, and empowering banks to drive operational excellence in collections.

Why Global Leaders Choose Vymo

Vymo partners with financial institutions through a comprehensive solution that combines deep domain expertise with cutting-edge technology. Our platform's human-centric design, coupled with enterprise-grade scalability and AI-powered intelligence, delivers measurable business outcomes while ensuring high user adoption and engagement.

Recognition & Trust

• Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital, and Bertelsmann Investments.
• Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBI Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!
• Recognized by Celent in their 2024 Distribution Management Solutions report, with an Advanced Functionality ranking.
• Featured in Gartner's Market Guide for Sales Engagement Applications and recognized as a "Strong Performer" in Forrester's Sales Engagement Wave Report.
• Microsoft 'AI for All' award winner for innovation in artificial intelligence.

Responsibilities:

Should have handled :-

• Process customer payments and apply them to customer accounts.
• Reconcile customer accounts to ensure accuracy.
• Prepare customer billing by working with the Business Team and resolve Billing disputes.
• Generate and send invoices to customers.
• Follow up with customers regarding overdue payments.
• Monitor customer accounts for delinquent payments
• Prepare and submit monthly reports to management.
• Maintain customer accounts in the accounting system.
• Prepare and submit customer statements.
• Respond to customer inquiries regarding billing and payment.
• Assist with month-end closing activities and assist with other accounting tasks.
• Co-ordinate with the Business Team and support team to work on the various billing models of customers.

Requirement: We are looking for a Senior Finance Associate for our founders office -

• CA-INTER/ICWA
• 4-5 years of experience in the role
• Exposure / Experience of working in an SAAS (preferable)
• Excellent written & verbal skills
• Well versed with Net suit(oracle) and Microsoft tools

Competencies:

• Communication
• Team Player
• Detail Oriented
• Solution oriented