About the Opportunity

Job Description

Title Assistant Manager/Process Lead - Revenue Control and Billing

Department Revenue Control and Billing, Revenue COE

Location Gurgaon

Level Grade 4

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this By working together - and supporting each other - all over the world. So, join our team and feel like you're part of something bigger.

Finance Services in India supports Financial Services, Group and some parts of Eight Roads and Canada businesses. It also includes centralized functions performed for FIL as a whole. Core activities for Financial Planning & Analysis, Financial Control and Procure to Pay are centralized with an aspiration to accelerate finance for future.

The candidate is required to demonstrate alignment to the wider CFO goals, work towards transformation and simplification of the billing and revenue process to deliver key KPIs by implementing value added analysis and strategic mindset.

Key Responsibilities

The roles and responsibilities will be as follows:

Process KRAs:

• Ensuring accurately system interfaces of Revenue to Finance Datawarehouse systems and perform Revenue reconciliation ensuring completeness of revenue in the Financial books of accounts
• Performance and review of customer billing and revenue accounting process for Institutional business
• Liaison with upstream teams for resolution of data and information gaps to enhance revenue recording and reporting
• Ensures compliance with applicable policies and reviews contracts to ensure revenue is recorded as per company standards and guidelines
• Closely liaising with onboarding and sales team, client service managers and relationship directors to review and interpret the fee arrangements agreed for clients
• Create and distribute monthly invoices/dashboards by ensuring adherence to SLAs
• Perform regular month end accruals and reconciliation process, supporting revenue reporting and analysis
• Assist in financial audits and implement audit recommendation
• Support key finance reporting and enhance revenue and billing process to deliver KPIs for new offerings
• Capable of resolving escalated issues arising from operations and requiring coordination with other departments
• Enhancing the risk and control framework supporting the process

Change Management:

• Impact assessment and support on various change projects - Process specific & wider organisational projects
• Regular connect with various upstream and downstream system/technology teams to communicate ongoing changes and supporting end to end automation
• Usage of data visualisation tools, data analytics and other statistical techniques to solve real time business problems
• Generate efficiency and drive synergies across billing, revenue and sales and assets function
• Drive changes in procedures, re-define responsibilities and KRAs to align with the new process definitions

Experience and Qualifications Required

• Qualified or part-qualified CA / MBA (Finance) with 5+ years of relevant experience in Accounts Receivable, Revenue Control, Billing Operations, or Finance.
• Strong understanding of the end-to-end Accounts Receivable lifecycle, including billing, month-end close activities, reconciliations, financial analysis, and reporting
• Good knowledge of accrual and revenue accounting principles and their impact on financial reporting.
• Strong stakeholder management skills with the ability to collaborate effectively across Finance, Sales, Operations, Technology, and Business teams.
• Understanding of the finance technology landscape, including ERP systems, billing platforms, reporting tools, and automation solutions.
• Strong analytical and problem-solving skills with proficiency in Microsoft Excel and financial data analysis.
• Experience with Power BI, Tableau, or similar reporting and visualisation tools would be an advantage.
• Prior experience in O2C, AR, Revenue Control, or Financial Control environments would be preferred.

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.