Billing Executive – CA Firm

Billing Executive – CA Firm

Location: Mumbai
Salary: ₹18,000 – ₹20,000 per month + Performance Incentives
Experience: 1–3 years
Industry: Chartered Accountancy / Professional Services

About the Firm

We are a growing Chartered Accountancy firm providing Audit, Taxation, Compliance, Advisory, and Outsourcing services to a diverse client base.

We are looking for a detail-oriented and proactive Billing Executive to manage client invoicing, payment follow-ups, receivables tracking, quotations, and billing-related MIS reporting.

Key ResponsibilitiesBilling & Invoicing

• Prepare and issue accurate and timely client invoices based on approved billing details.
• Ensure proper documentation and necessary approvals before raising invoices.
• Maintain accurate records of invoices, debit notes, credit notes, and related billing documents.
• Coordinate with internal teams and partners to obtain billing information and approvals.
• Verify billing details and ensure invoices are raised as per agreed client terms.

Payment Follow-Up & Receivables

• Regularly follow up with clients for outstanding payments through calls, emails, and WhatsApp.
• Track accounts receivable and maintain updated ageing and outstanding reports.
• Coordinate with Partners and Engagement Teams regarding pending collections.
• Maintain accurate records of payment commitments and collection status.
• Assist in resolving client queries related to invoices, payments, and billing.
• Escalate long-pending or critical outstanding payments to the concerned team.

Quotations & Proposals

• Prepare client quotations, engagement letters, and fee proposals as directed by Partners.
• Maintain a database of quotations and proposals issued.
• Track the status of quotations and follow up for approvals where required.
• Ensure proper documentation of approved commercial terms.

MIS & Reporting

• Prepare periodic Billing MIS, Collection MIS, and Outstanding Receivables Reports.
• Generate monthly reports covering:
• Invoices raised
• Collections received
• Outstanding receivables
• Ageing of receivables
• Pending collections
• Assist management in monitoring billing, realization, and collection performance.
• Maintain accurate and up-to-date billing and collection data.

Required Skills

• 1–3 years of experience in Billing, Invoicing, Accounts Receivable, Collections, or related functions.
• Good knowledge of invoice processing and billing documentation.
• Strong follow-up skills and ability to coordinate with clients professionally.
• Good working knowledge of MS Excel and MIS reporting.
• Ability to prepare and maintain ageing and outstanding reports.
• Good written and verbal communication skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.
• Experience in a CA firm, consultancy, professional services firm, or finance/accounts environment will be an advantage.

Candidate Profile

The ideal candidate should be organized, persistent, detail-oriented, and comfortable communicating with clients for payment follow-ups. The candidate should have a strong sense of ownership and be able to maintain accurate billing and collection records.

Key Search Keywords

Billing Executive | Billing Coordinator | Billing Associate | Invoicing | Invoice Processing | Accounts Receivable | AR Executive | Collections | Payment Follow-up | Outstanding Receivables | Ageing Report | Billing MIS | Collection MIS | MIS Reporting | Excel | Quotations | Fee Proposals | CA Firm

Pay: ₹100,000.00 - ₹240,000.00 per year

Work Location: In person