At OnlineSales.ai, we are building the world’s #1 Retail Media Technology and operate as a Vertical B2B SaaS player. Our platform hosts a comprehensive suite of Apps converging Advertising, Marketing and Demand Planning needs of 1000s of Merchants and Sales Channel Partners for Retailers and Brands respectively. We currently serve 50,000+ brands across 12 countries globally.
About the role
As a Finance analyst at OnlineSales.ai, you will play a pivotal role in ensuring the seamless operation of our financial processes. This position is responsible for owning the end-to-end invoicing process which includes giving proper estimates to clients, overseeing timely receipt of purchase orders, invoicing as per contract and managing collections to ensure that outstanding balances are collected on time. The successful candidate will be detail-oriented, possess strong communication skills, and should be strong at the fundamentals of accounting .
Purchase Order Management
Provide estimates / proforma invoice to customers based on monthly budgets / forecasts provided by Customer Success teams
Monitor and ensure timely receipt of purchase orders (POs) from customers.
Work closely with Sales and Customer Success teams to resolve any discrepancies between orders and POs.
Own and manage the complete customer invoicing process, ensuring accuracy, compliance, and timely issuance of invoices.
Collaborate with Sales, Customer Success, and other relevant departments to verify order details and pricing before generating invoices.
Do regular entries of invoices in the Tally accounting system.
Develop and implement effective collections strategies to ensure that outstanding balances are collected on time.
Communicate with customers regarding overdue payments and resolve any billing disputes in a professional and timely manner.
Provide regular reports on collection status to the Management.
Continuously identify opportunities to streamline and improve the invoicing and accounts receivables processes.
Collaborate with cross-functional teams to implement process enhancements.
Ensure compliance with all relevant financial regulations, policies, and procedures.
Keep abreast of industry trends and best practices in invoicing and accounts receivables.
You will be a great fit, if you have:
Bachelor's degree in Finance, Accounting, or a related field (Master's degree preferred).
At least 2 years of experience in accounts receivables, invoicing, and collections
Strong knowledge of accounting principles and financial regulations
Proficiency in using accounting softwares and MS Office suite, especially Excel.
Exceptional communication and negotiation skills.
Strong problem-solving and analytical abilities.
Detail-oriented with a high degree of accuracy.
Ability to adapt to a fast-paced and dynamic work environment.
Startup-y. We believe Startup is a mindset. It’s about being scrappy, being nimble, solving tough problems with constraint resources and more. It’s about working hard and playing hard
Enterprise SaaS. Opportunity to work with a Enterprise Product SaaS firm with aspirations of growing 10x across the globe
AI led Retail Tech. We are working to digitize & democratize one of the most exciting and growing vertical - Retail Tech leveraging data, machine learning and automation (culmination of ad-tech, mar-tech and analytics for Retail vertical)
Meaningful work. This is not just a job. You can find a job anywhere. This is a place for the bold to get paid who make a real impact on business
No red tape. Say goodbye to pointless meetings or political hoops to jump through. We’re scrappy, believe in autonomy and empower our teams to do whatever it takes to do the unthinkable
Problem Solving. We ignite the best in you. We exist not only to deliver meaningful innovation but to ignite and inspire the creative problem solver in you
Quirky & fun. Enjoy new skills and hobbies like being a quiz master, playing board games, trying your hands on percussion, playing Djembe and spreading love within the org!