Senior Analyst- O2C

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.​

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

Job requirements

• Prepare and dispatch accurate invoices for fixed fees, project charges, and recoverable expenses, ensuring itemized breakdowns and correct billing amounts.
• Engage in daily coordination with client directors to improve billing instructions and strengthen rapport.
• Upload invoices promptly to client portals including Coupa, Chevron, Ariba, and Oracle.
• Address and resolve client-raised billing discrepancies by liaising with appropriate departments.
• Maintain and update the critical billing tracker daily to inform leadership of status changes.
• Cultivate strong working relationships with internal and external teams such as Commercial, Operations, IT, Support, and BU counterparts.
• Ensure timely issuance and delivery of accounts receivable invoices within the designated turnaround time (TAT).
• Obtain the approval from client director or Business team on amounts to be written off.
• Upon approval, process the write off in the system and reconcile the same against GL.
• Generate and analyse billing reports to monitor revenue patterns, highlight risks, and inform management decisions.
• Continuously identify and implement improvements to invoicing processes.
• Mentor and coach team members while fostering a culture of continuous learning.
• Collaborate closely with Settlements, Accounting, and BU Managers to ensure seamless operations.

Reconciliation & Data Accuracy

• Align billing records with entries in the general ledger and financial systems.
• Conduct reconciliations and address mismatches or errors in billing accounts.

Dispute Resolution & Client Support

• Act as the primary contact for all billing-related inquiries and client issues.
• Investigate inconsistencies, clarify billing information, and communicate corrective steps effectively.

Compliance & Documentation

• Maintain accurate, audit-ready records of all billing transactions.
• Stay up-to-date with current billing regulations and industry best practices.

Reporting & Process Enhancement

• Produce regular reports on key billing metrics such as invoice volume, invoice billed and unbilled amount.
• Recommend and drive process optimizations to improve efficiency and accuracy.
• Regularly create and revise Standard Operating Procedures (SOPs) and process documentation to drive ongoing improvements and ensure consistency across operations.

Month-End & Closing Activities

• Support the preparation of billing-related journal entries and account verifications during monthly or quarterly close cycles.
• Ensure WIP clearance and monthly track unbilled items in WIP.

General Skills:

• Strong understanding of accounting and financial principles and practices related to accounts receivable.
• Excellent analytical, problem-solving, and decision-making skills.
• Effective communication, interpersonal, and customer service skills (Mandatory)
• Ability to prioritize tasks, manage time effectively, and meet deadlines.
• Attention to detail and accuracy in data entry and record-keeping.
• Flexibility to work per shift requirements in busy multinational environment.

Technical Skills:

• Experience with ERP software and systems, such as MS Dynamics, SAP, Oracle, NetSuite etc.
• Prior knowledge of MS Dynamics is a plus.
• Proficiency in technical tools like MS Excel, MS Word and PowerPoint.

Prior Experience:

• 5-7 years of experience in sales order management, billing, or accounts receivable roles.
• Previous working experience from Service industry.
• Experience in global market strictly from UK, US and Europe.

Qualifications:

• Bachelors / Masters in Finance and Accounting, or MBA/ PGDM in Finance.

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.