Executive - Billing

Key Responsibilities

• Prepare and process customer invoices accurately and within the defined timelines.
• Review job files, estimates, costs, revenue, and supporting documents before billing.
• Ensure billing is done as per agreed customer rates, contracts, and applicable tax requirements.
• Prepare and share draft invoices with customers for approval wherever required.
• Follow up with Operations/Customer Service teams for missing documents, costs, approvals, and billing inputs.
• Monitor Ready for Billing, billed, and unbilled jobs and ensure timely billing.
• Coordinate with the team for job closure after billing and ensure all required parameters are completed.
• Verify credit notes, supplementary invoices, and billing adjustments before processing.
• Maintain billing MIS and provide regular reports on pending billing, unbilled jobs, and billing status.
• Identify billing discrepancies and coordinate with relevant teams for timely resolution.
• Ensure proper documentation and compliance with company billing and accounting processes.
• Support reconciliation of billing data with the system and customer records.
• Coordinate with Accounts/Finance and Operations teams for billing-related issues.

Required Skills

• Good knowledge of billing, invoicing, GST, and basic accounting concepts.
• Experience with ERP/billing software; knowledge of logistics/EXIM billing will be an advantage.
• Good working knowledge of MS Excel, including VLOOKUP/XLOOKUP, Pivot Tables, and basic data analysis.
• Strong attention to detail and accuracy.
• Good communication and coordination skills.
• Ability to manage multiple tasks and meet strict billing deadlines.
• Ability to identify discrepancies and take ownership of resolving billing issues.

Key Performance Areas

• Timely and accurate billing.
• Reduction of billing errors and unnecessary credit notes.
• Timely clearance of unbilled/Ready for Billing jobs.
• Accurate billing as per agreed rates and customer requirements.
• Timely job closure after billing.
• Proper maintenance of billing MIS and reports.