Finance Associate

Job Title: Finance Associate

Reports To: Controller

Department: Finance

Job Timing: 7pm to 4am IST (night shift)

Position Overview:

The Finance Associate is a hands-on finance operations role responsible for supporting day-to-day accounting activities, with a primary focus on accounts receivable and accounts payable. This role also supports broader finance functions, including customer invoicing, cash application, vendor management, expense processing, and month-end close activities. The Finance Associate works closely with internal teams such as Business Development, and Operations to ensure accurate billing, timely collections, and efficient financial operations.

Duties and Responsibilities:

• Prepare and issue customer invoices accurately and in a timely manner in accordance with contract terms

• Review open purchase orders to ensure all invoices are submitted and processed within the appropriate time period

• Record and apply incoming customer payments (checks, ACH, wires, etc.) in the ERP system and reconcile accounts receivable balances

• Monitor and reconcile the accounts receivable ledger to ensure all payments are properly posted and discrepancies are resolved

• Investigate and resolve billing discrepancies and customer payment issues by working directly with customers and internal teams

• Input, review, and process vendor bills and employee reimbursements in accordance with company policies

• Support vendor management by responding to invoice inquiries and resolving payment-related issues

• Assist with revenue tracking and financial reporting using SAP Business ByDesign and other finance tools

• Participate in monthly close activities, including reconciliations, accruals, and variance analysis

• Prepare and support basic financial reports by collecting, analyzing, and summarizing financial data

• Collaborate with Sales, Customer Success, and Operations teams to improve billing, collections, and financial processes

• Ensure compliance with company policies, internal controls, and accounting procedures

• Perform other finance-related duties as assigned by management

Qualifications:

• 2–3 years of hands-on accounts receivable and accounts payable experience

• Bachelor’s degree in Accounting, Finance, or a related field preferred, or equivalent practical experience

• Strong Excel skills required, including pivot tables, lookups, and reconciliations

• Experience working with ERP or accounting systems required; SAP Business ByDesign experience preferred

• Experience with customer invoicing, cash application, and vendor bill processing

• Experience working with customer contracts, recurring billing, or SaaS invoicing is a plus

• Strong written and verbal communication skills and the ability to work effectively with cross-functional teams

• High attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment

Competencies:

· Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

· Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

· Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.

· Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

· Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

· Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

· Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

· Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.

· Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

· Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed