Project & Billing Operations Associate

Role Overview: 

Reporting to the Senior Finance Manager, the Project & Billing Operations Associate will be part of the Finance team, which is based in our Gurgaon, India office. ClearView’s (CV) Finance team lives by “3 C’s and 3 P’s”: Creativity, Curiosity, Connection, Planning, Process and Prediction. 

Responsibilities:

• The CV Finance function is largely centralized. All clients globally are invoiced by the corporate Finance team. As such, the Project & Billing Operations Associate responsibilities will involve global transactions and interfacing with project leadership across all locations. 
• Create and Submit Client Invoices: Generate accurate and timely invoices for clients based on project milestones and statements of work/contracts/purchase orders. Send invoices to clients based on each client’s preferred method (e.g., email, Ariba, etc.) 
• Coordinate with Project Leadership: Ensure all project documentation (statement of work, client purchase order, etc.) is received and appropriately organized. Verify the timing and amount of each invoice relative to project milestones and statements of work. Resolve discrepancies. Review and approve invoices before sending them to clients. Address past due invoices with clients. 
• Process Client Payments: Apply cash to accounts receivable from remittances received in our bank accounts. Handle and deposit client payments occasionally received in the form of physical checks. 
• Support Accounts Receivable Collection Efforts: Assist members of the Finance team responsible for receivables management and collection by researching/reconciling past transactions and supporting dispute resolution or other investigation efforts. 
• Client Communication: Coordinate with clients regarding payment instructions, bank account logistics and outstanding payments. Maintain information on platforms such as Ariba as needed. 
• Reconciliation: Ensure that information remains in-sync among various systems. 
• Audit Support: Provide documentation to external auditors to facilitate our annual financial statement audit. 
• Analyzing project profitability and coordinating with project leadership to understand trends and opportunities.
• Assist in maintaining project/opportunity pipeline within SALESFORCE to ensure accurate forecasting and pipeline visibility.
• Monitor and support timesheet compliance across project teams, ensuring timely and accurate submissions aligned with billing cycles.
• Support general month-end and year-end close activities related to revenue recognition, project & billing reconciliations, invoicing cutoffs, revenue and AR reporting.

Qualifications and skillsets: 

• Bachelor’s degree in accounting is mandatory and MBA in Finance would be preferred.
• At least five years’ prior ex