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 experience in invoicing, billing, or accounts receivable, preferably in a professional services or project-based environment.
• Strong organizational skills and attention to detail; comfortable managing multiple open items at once.
• Clear, professional written and verbal communication skills; able to interact effectively with internal teams including company leadership, and clients.
• Proficiency with Microsoft Excel and familiarity with business or finance software (experience with Salesforce is mandatory and NetSuite is good to have).
• Reliable, process-oriented, and able to follow through consistently on recurring tasks.
• Comfortable working independently and coordinating with multiple stakeholders (e.g., project leadership, Finance and other corporate teams such as Compliance, etc.)
• Strong work ethic and sense of accountability, takes pride in accurate, timely work.
• Experience working with global organizations or cross‑regional finance teams.
• Strong understanding of accounting principles, revenue recognition, and project financial management.
• Proficiency in Excel and financial/accounting systems (ERP experience preferred).
• Experience working on Microsoft PowerBI will be an added advantage.
• Ability to work independently, manage deadlines, and multitask in a dynamic environment.
• Ability to work out of the Gurgaon office 50% of the time.