O2C Analyst – End-to-End Operations & GST/TDS

Location: Kolkata
Experience: 1–7 Years
Band: BPO 1/2/3
Salary: Up to ₹9 LPA
Job Code: 435433
Work Mode: Work From Office (WFO) – 100%
Process: Order to Cash (O2C) / Accounts Receivable

Role Overview

We are looking for skilled Order to Cash (O2C) professionals to manage end-to-end accounts receivable operations, including order validation, billing, collections, cash applications, credit and debit notes, refunds, reconciliations, and month-end closing activities.

The ideal candidate should have hands-on experience in O2C or Accounts Receivable operations, working knowledge of SAP and Microsoft Excel, and a strong understanding of Indian accounting practices, GST, and TDS. Candidates should be able to resolve financial discrepancies, maintain accurate records, meet operational deadlines, and ensure compliance with statutory requirements and internal controls.

Key Responsibilities

1. Order Management and Billing

• Validate and process customer orders in SAP or other ERP systems, ensuring accuracy and compliance with agreed terms.

• Generate accurate customer invoices and apply GST in accordance with applicable statutory requirements.

• Ensure timely e-invoicing and maintain appropriate invoice documentation.

• Process debit notes, credit notes, and customer refunds according to company policies and accounting procedures.

• Investigate and resolve discrepancies related to invoices, payments, credit notes, and customer accounts.

• Respond to customer billing queries and coordinate with internal teams to resolve issues within agreed timelines.

2. Collections and Accounts Receivable

• Support collections activities and follow up on outstanding customer payments.

• Perform cash application activities, ensuring accurate allocation and recording of customer receipts.

• Monitor overdue balances and prepare Accounts Receivable (AR) ageing reports.

• Investigate billing disputes, payment delays, and unapplied cash items.

• Support TDS adjustments and GST-related credit note processing, wherever applicable.

• Maintain accurate customer account balances and reconciliation records.

3. Reporting and Month-End Closing

• Prepare Daily Sales Reports, AR ageing reports, overdue receivables reports, and other Management Information System (MIS) reports.

• Support month-end closing activities and ensure timely recording and reconciliation of O2C transactions.

• Analyze receivables data to identify discrepancies, overdue balances, and recurring process issues.

• Maintain accurate financial records and provide reports for management reviews.

• Ensure reporting accuracy and adherence to defined turnaround times.

4. Compliance and Audit Support

• Follow applicable Indian accounting standards, GST regulations, TDS provisions, company policies, and internal controls.

• Maintain supporting documentation for invoices, collections, credit notes, refunds, and reconciliations.

• Support internal and external audits by providing accurate records and required documentation.

• Identify potential compliance gaps and escalate issues to the appropriate stakeholders.

• Ensure proper documentation and traceability of financial transactions.

5. ERP Systems and Process Improvement

• Use SAP and other relevant ERP systems to process and monitor O2C transactions.

• Investigate system-related issues and coordinate with relevant teams for resolution.

• Identify opportunities to improve processing accuracy, efficiency, and turnaround time.

• Support automation initiatives, including AI-driven solutions, to optimize O2C operations.

• Prepare and maintain Standard Operating Procedures (SOPs), process flows, and work instructions.

6. Additional Responsibilities for BPO3

• Handle complex escalations involving billing disputes, payment delays, and high-value receivables.

• Manage O2C activities in high-volume transaction environments.

• Drive continuous improvement initiatives and collaborate with cross-functional teams.

• Mentor junior team members and support knowledge sharing.

• Monitor SLA and KPI performance to ensure consistent operational delivery.

• Support advanced ERP usage, process optimization, and automation initiatives.

Required Experience

• 1–7 years of relevant experience in Order to Cash (O2C), Accounts Receivable, or related finance operations, depending on the applicable band.

• Practical experience in customer billing, collections, cash applications, and account reconciliations.

• Working knowledge of SAP or other ERP systems.

• Understanding of Indian accounting practices, GST, and TDS.

• Experience preparing financial reports, AR ageing reports, and reconciliation statements.

• Ability to investigate discrepancies and resolve customer account issues.

• Strong communication, analytical, and problem-solving skills.

• Willingness to work 100% from the office in Kolkata.

Core Skills

• Order to Cash (O2C) Operations

• Accounts Receivable (AR)

• Customer Order Management

• Invoice Processing and Billing

• GST Compliance and E-Invoicing

• TDS Adjustments

• Collections Management

• Cash Application and Payment Allocation

• Debit Notes, Credit Notes, and Refunds

• AR Ageing and MIS Reporting

• SAP / ERP Systems

• Month-End Closing and Reconciliation

• Audit Support and Documentation

• MS Excel and Data Analysis

• Process Improvement and Automation

Required Qualifications

Candidates should have one of the following qualifications:

• B.Com (Hons.)

• M.Com

• MBA in Finance

• CA Inter

• ICWA Inter

Preferred Qualifications and Exposure

• Experience in high-volume transaction environments such as manufacturing, retail, or technology.

• Exposure to O2C automation and process optimization.

• Familiarity with AI-driven finance operations solutions, particularly for BPO3.

• Strong stakeholder management and cross-functional coordination skills.

• Experience handling complex receivables and supporting junior team members.

Key Competencies

• Strong attention to detail and financial accuracy

• Analytical thinking and problem-solving

• Effective communication and customer query resolution

• Ability to manage deadlines and competing priorities

• Compliance awareness and process discipline

• Stakeholder coordination and teamwork

• Continuous improvement mindset

• Ability to work in an SLA-driven environment

Important Eligibility Information

• Ex-TCS employees are not eligible to apply.

• PAN and Date of Birth (DOB) are required for profile creation.

• Candidates must have relevant O2C or Accounts Receivable experience aligned with the applicable BPO band.

• The role requires 100% work from office in Kolkata.