Team Member - CAD

Role overview

This position focuses on accurate customer billing, revenue protection, and support for finance operations. The person in this role will work closely with internal teams and customers to ensure invoices are prepared on time, backed by the right supporting documents, and aligned with agreements and tariff terms.

Key responsibilities

• Generate customer invoices promptly and with precision, ensuring there are no revenue gaps and that monthly income provisions are shared with the finance team.
• Collect operational inputs required for invoicing by pulling data from internal systems and following up with marketing/BD and other departments for agreements and related details.
• Use SAP and other billing tools to manage invoicing activities, while also contributing to system improvements through BRDs, UAT, and enhancements to existing processes.
• Maintain complete and current invoicing records in SAP and other systems, and prepare MIS reports for management review.
• Store invoice copies, credit note copies, and supporting records in the designated location for future reference.
• Serve as the main contact for customers on billing-related questions, including customer code creation, KYC handling, customer master updates, and agreement mapping for accurate billing.
• Track down and resolve billing disputes by coordinating with finance, operations, and customer service teams.
• Ensure invoicing activities comply with tax rules, internal controls, and organizational policies to reduce financial risk.
• Carry out revenue reconciliations so that billed amounts are properly recorded and reported.
• Support internal and statutory audits by sharing documents, responding to auditor queries, and ensuring compliance requirements are met.
• Manage collection of marine charges and issuance of No Dues Certificates to customers.
• Promote a digital-first approach and stay informed about digital and AI developments that can improve business effectiveness and competitiveness.

Experience required

The role calls for 2 to 4 years of relevant experience.

Education

Applicants should hold one of the following qualifications: B.Com, M.Com, BBA, MBA, CA Inter, or CMA Inter.

Additional notes

All core invoicing, reconciliation, compliance, and reporting tasks linked to this role are included above. No separate perks or eligibility notes were provided in the source.