Job Purpose
The Collections Analyst will be responsible for managing customer collections, monitoring outstanding
invoices, and ensuring timely payment follow-ups. The role requires strong analytical ability, attention
to detail, and effective communication with customers and internal teams to support efficient billing
and collections processes.
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Key Responsibilities
• Perform daily payment reminders and follow-ups with customers through calls and emails.Escalate overdue accounts when necessary.
• Coordinate with the Project Team to track billing milestones and ensure timely invoicing.
• Monitor and report deviations from defined credit standards.
• Maintain accurate records of customer communications, collections activities, and payment updates.
• Provide recommendations to improve invoicing quality and collection procedures.
• Prepare and share daily reports on invoicing totals, aging reports, cash receipts, and invoice adjustments.
• Work closely with internal teams to resolve billing discrepancies and support timely collections.
Qualifications: -
• Bachelor’s Degree in Commerce, Finance, Accounting, or a related field.
• 1 to 3 years of experience in B2B customer collections.
• Minimum 1 year experience with Tally or Zoho Books
Knowledge, Skills & Abilities (KSAs)
Knowledge (What the person should know)
• Knowledge of B2B collections and accounts receivable processes.
• Familiarity with Tally or Zoho Books.
• Knowledge of Microsoft Excel functions and financial reporting basics.
Skills (What the person should be able to do)
• Strong proficiency in MS Excel and MS PowerPoint.
• Excellent written and verbal communication skills in English.
• Good analytical and reporting skills.
• Strong customer relationship management and negotiation skills.
Abilities (Capacity to perform based on attributes)
• Ability to handle multiple customer accounts and follow-ups efficiently.
• Ability to analyze financial data and generate reports.
• Ability to work collaboratively with internal teams and customers.
• Strong attention to detail and ability to meet deadlines.
Work Environment
• Day Shift (5 Days a Week)
