Team Lead, Client Finance

Posted Friday, November 17, 2023 at 5:00 AM
Team Lead, Client Finance
Team lead will have an expert knowledge of Billing resolution and collections process and will be leading a team of 6-7 people.Team Lead will have ability to work independently and guide team members on process, client policy and procedures.
Relationship Management –
Builds working relationships with internal and external contacts to collaborate on various matters.
Customer Focus –
Proactively corrects and resolves customer service issues and monitors customer satisfaction.
Results Delivery –
Resolves issues of varied scope and complexity where analysis of data requires evaluation of identifiable factors.
Strives for Excellence –
Works with People Manager to implement performance development activities, including self development actions.
PRIMARY FUNCTION OF THE ROLE
Manage the process for billing clients, both the re-billing of client disbursements and the billing of management fees to clients.
Dealing with and resolving any disputes/issues on invoices communicated from clients or internal colleagues to ensure prompt cash collection of receivables.
RESPONSIBILITIES:
Key responsibilities include:
Ensure unbilled disbursements and fees are invoiced on a timely basis. As per the client Billing instructions and within the agreed SLA
Resolving any disputes/issues on invoices communicated from clients or internal colleagues
Ensuring prompt cash collection. Working with Client contact and internal partners to identify unapplied receipts
Act as a point of contact between various areas of the organization to ensure collections of outstanding billed receivables
Monitor risk activity and write-offs associated with receivables
Report aged receivables monthly
Perform additional revenue audits comparing actual fee billing to contractual fees.
Providing timely details for allocation of cash receipts from clients
Preparation and resolution of month end WIP (unbilled receivables) & AR reconciliations
Complete the monthly metrics reports used by management
Processing monthly journals and adjustments for Service fee revenue
Reconciliation of Client float bank accounts
QUALITY
Strong focus on process improvement and commitment to service level agreements
Absolute commitment to client service excellence.
Excellent attention to detail and a commitment to getting things right first time.
Resilience and determination to achieve targets.
SPECIFICATIONS
At least 5+ years’ experience of a range of accounting duties including accounts receivables, collections and control function
Confidence and dedicated attitude to take responsibility for resolving issues
Sound basic accounting knowledge
Strong verbal and written communication skills
Advanced Excel skills
– competency in manipulating and reporting on large amounts of data
Ability to prioritise, multi task and deliver against tight deadlines
Proficiency in Word and Microsoft Outlook
Excellent organisation and planning skills
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