Accounts Receivable Lead

Job Description – Accounts Receivable Lead

Department: Finance & Accounts

Reporting To: Finance Head

Location: Hyderabad

Employment Type: Full-Time

Job Summary

We are looking for an experienced and results-oriented Accounts Receivable Lead to take

ownership of the company's accounts receivable and collection operations. The role will be

responsible for ensuring timely customer collections, reducing outstanding receivables,

monitoring aging, resolving billing and payment disputes, and maintaining healthy cash flow.

The Accounts Receivable Lead will also coordinate closely with the Sales, Operations, Customer

Success, and Accounts teams to resolve collection issues and ensure effective credit control. The

role will provide leadership and guidance to the AR/Collections team and ensure accurate

reporting, reconciliation, and follow-up of customer accounts.

Key Responsibilities

1. Accounts Receivable Management

 Take ownership of the complete Accounts Receivable (AR) process.

 Monitor customer outstanding balances and AR Aging Reports regularly.

 Identify overdue, high-value, and high-risk accounts requiring immediate action.

 Ensure timely collection of outstanding customer payments.

 Monitor collection targets and follow up with the team to achieve monthly collection

objectives.

 Maintain accurate customer account and payment status records.

2. Collection & Recovery

 Develop and implement effective collection strategies for overdue accounts.

 Coordinate with customers through calls, emails, and formal communication to secure

payment commitments.

 Follow up on committed payment dates and ensure timely realization of payments.

 Escalate long-pending and high-risk accounts to management.

 Support negotiation of payment plans or settlements in accordance with company policies

and approvals.

 Ensure systematic follow-up of all overdue invoices.

3. Team Leadership & Management

 Lead and supervise the Accounts Receivable / Collections team.

 Allocate customer accounts and collection responsibilities among team members.

 Monitor individual and team collection performance.

 Conduct regular reviews and provide guidance to team members on difficult or escalated

accounts.

 Train team members on collection processes, communication standards, ERP systems,

and company policies.

 Ensure proper documentation and follow-up practices across the team.

4. Sales & Cross-Functional Coordination

C PROMPT SOLUTIONS PRIVATE LIMITED

CIN : U51909TG2022PTC160945, GSTIN : 36AAKCC1867C1ZQ

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RD FLOOR 2-4-438,441 BALDWA EDIFICE RAMGOPALPET ROAD , SECUNDERABAD ,

HYDERABAD – 500003, TELANGANA STATE

 Act as a financial bridge between Finance and Sales teams.

 Provide Sales teams with regular updates on customer payment status and credit

exposure.

 Coordinate with Sales to resolve invoice disputes, delayed payments, and customer

concerns.

 Highlight high-risk customers and overdue accounts that may impact business decisions.

 Participate in regular Sales & Finance meetings to review outstanding receivables and

collection risks.

 Coordinate with Operations and Customer Success teams to resolve service-related issues

affecting payments.

5. Reconciliation & Dispute Resolution

 Ensure customer accounts are regularly reconciled and payments are correctly allocated.

 Identify and resolve billing discrepancies, short payments, credit adjustments, and

unapplied receipts.

 Coordinate with Accounts and Operations teams to resolve customer disputes.

 Review supporting documents before recommending credit notes or account adjustments.

 Ensure customer ledgers accurately reflect invoices, receipts, credit notes, and

outstanding balances.

6. Credit Control

 Support assessment of creditworthiness of new and existing customers.

 Monitor customer credit limits, payment terms, and payment behavior.

 Identify customers with deteriorating payment patterns and recommend appropriate

action.

 Support management in reviewing credit terms for high-risk customers.

 Ensure credit control procedures are followed before extending or modifying customer

credit.

7. Reporting & MIS

 Prepare and review daily, weekly, and monthly AR reports.

 Prepare collection forecasts and expected cash realization reports.

 Track collection targets versus actual collections.

 Prepare customer-wise and aging-wise outstanding reports.

 Provide management with updates on overdue accounts, high-risk customers, and

collection challenges.

 Analyze collection trends and recommend corrective actions.

8. Process Improvement & Controls

 Establish effective processes for invoice follow-up and collection tracking.

 Improve collection efficiency and reduce overdue receivables.

 Identify gaps in billing and collection processes and recommend corrective measures.

 Ensure proper documentation and audit trails for collection activities.

 Support automation and ERP improvements related to Accounts Receivable.

9. Management & Escalation

 Escalate critical collection issues and long-pending receivables to the Finance Lead /

Management.

 Recommend appropriate actions for accounts with prolonged payment delays.

 Maintain professional customer relationships while ensuring strong collection discipline.

 Ensure all collection activities are conducted professionally and in accordance with

company policies.

Qualification

 Bachelor's degree in Accounting, Finance, Commerce, Business Administration, or a

related field.

 Professional qualifications such as CA Inter, CMA, MBA Finance, or equivalent will be

an added advantage.

Experience

 4–7 years of experience in Accounts Receivable, Collections, Credit Control, or Finance.

 Prior experience managing or leading an AR/Collections team is preferred.

 Experience in B2B collections and handling corporate clients will be an advantage.

Skills Required

 Strong knowledge of Accounts Receivable and collection processes.

 Advanced MS Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, and data

analysis.

 Experience with ERP/accounting systems such as Tally, SAP, Oracle, NetSuite, or

similar systems.

 Strong negotiation and collection skills.

 Excellent verbal and written communication.

 Strong reconciliation and analytical skills.

 Excellent follow-up and escalation management abilities.

 Strong team leadership and people management skills.

 Ability to analyze customer payment behavior and identify collection risks.

 Strong problem-solving and decision-making capabilities.