Order to Cash (O2C) Analyst Job Description

Job Summary

The Order-to-Cash (O2C) Analyst is responsible for managing the complete revenue cycle from

order processing to cash collection. This includes billing, invoicing, accounts receivable

management, collections, cash application, dispute resolution, and customer account reconciliation.

The role ensures accurate invoicing, timely collections, improved cash flow, and strong customer

relationships while maintaining compliance with company policies and internal controls.

Key Responsibilities

Process customer orders and ensure accurate order entry in ERP systems.

Generate and validate invoices as per contracts and agreed pricing.

Upload invoices to customer portals and manage billing documentation.

Perform cash application and allocate customer payments accurately.

Monitor unapplied, partially applied, or short payments and resolve discrepancies.

Manage accounts receivable aging and follow up on overdue balances.

Conduct customer account reconciliation and maintain ledger accuracy.

Handle disputes, deductions, and chargebacks with internal and external stakeholders.

Prepare AR reports and track KPIs such as DSO, collections efficiency, and TAT.

Ensure compliance with SLA, audit requirements, and internal controls.

Must-Have Skills

Strong knowledge of Order-to-Cash lifecycle and AR processes.

Billing, invoicing, and cash application experience.

Accounts receivable and collections knowledge.

ERP experience (SAP/Oracle/Dynamics/NetSuite).

MS Excel proficiency (Pivot tables, VLOOKUP/XLOOKUP, reporting).

Good communication and customer handling skills.

Good-to-Have Skills

Dispute and deduction management.

Credit risk assessment and credit management.

Power BI or reporting tools knowledge.

Automation/RPA exposure.

Process improvement or Lean/Six Sigma experience.

Global client handling or shared services experience.

Qualifications

Bachelors degree in Commerce, Finance, or Accounting.

05 years of experience in Order-to-Cash or Accounts Receivable operations.

BPO/Shared Services experience preferred.

Process Specialist