Senior Process Associate / Analyst / - Finance Operations

The Financial Operations Analyst is responsible for supporting day-to-day finance operations while ensuring compliance with client requirements, company policies, and established procedures. This role works closely with internal teams and client stakeholders to execute transactional and analytical activities across multiple Finance & Accounting processes, including Record-to-Report (RTR), Order-to-Cash (OTC), and Controls & Compliance.

The position requires strong attention to detail, analytical skills, customer focus, and the ability to work in a fast-paced, service-oriented environment.

Key Responsibilities

Client Support & Operations

• Execute operational activities in accordance with documented procedures and service level agreements (SLAs).
• Serve as a point of contact for routine client inquiries and issue resolution.
• Ensure timely and accurate completion of assigned tasks.
• Collaborate with cross-functional teams to support business requirements and operational objectives.
• Maintain strong customer service and stakeholder engagement.

Record-to-Report (RTR)

• Support account reconciliation activities and ensure proper documentation is maintained.
• Perform cash and bank accounting activities, including reconciliation and investigation of discrepancies.
• Assist with Accounts Receivable-related accounting activities as required.
• Support tax processes by preparing, validating, and maintaining supporting documentation.
• Participate in month-end and year-end closing activities.
• Identify exceptions and escalate issues when necessary.

Order-to-Cash (OTC)

• Perform collection activities and customer follow-up regarding outstanding balances.
• Support cash application processes and resolution of unmatched payments.
• Review customer documentation and contracts to ensure alignment with operational requirements.
• Assist in identifying billing, invoicing, or payment discrepancies.
• Maintain accurate customer account records and support documentation.
• Coordinate with internal teams to resolve customer disputes and inquiries.

Controls, Risk & Compliance

• Follow internal controls, policies, and compliance requirements.
• Support audit requests by gathering documentation and evidence.
• Maintain process documentation and operational records.
• Escalate control exceptions, risks, and process deviations.
• Support compliance initiatives related to quality standards and operational excellence.
• Participate in control and quality reviews when required.

Continuous Improvement

• Identify opportunities for process improvements and efficiencies.
• Participate in process standardization and optimization initiatives.
• Contribute to knowledge management activities and documentation updates.
• Support transition and knowledge transfer activities when needed.

Required Qualifications

· Knowledge of Accounting, Finance, Business Administration, Economics, or related field.

· 1-3 years of experience in Finance & Accounting, Shared Services, BPO, or Global Business Services environments.

· Basic to intermediate knowledge of RTR and OTC processes.

· Experience in one or more of the following areas:

• Cash & Bank Accounting
• Accounts Receivable
• Collections
• Cash Application
• Customer Contract Review
• Tax Support Activities
• Audit & Compliance Support

· Experience using ERP systems (SAP preferred).

· Intermediate to Advanced Excel skills.

· Strong analytical and organizational abilities.

· English proficiency (Intermediate to Advanced).