About Patra Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines. Core Duties he Senior Accountant - OTC is responsible for managing end-to-end accounts receivable and order-to-cash (OTC) processes, including billing, collections, reconciliation, and reporting. This role works closely with cross-functional teams across North America and Asia-Pacific to ensure accuracy, timeliness, and continuous improvement of AR operations. Core Duties by Competency: Knows the Business Track new customer contracts and ensure set up accurately in general ledger and revenue tracking system Prepare and process monthly invoices for all service lines Prepare monthly revenue reconciliation between general ledger and two separate revenue-tracking systems to ensure data accuracy and consistency Work with finance support teams to ensure accurate and prompt posting of daily cash receipts to open invoices; research any discrepancies Coordinate and initiate the timely and accurate processing of credit memos, bad debt reserves, and write-offs in accordance with company policies Maintain the integrity of the customer master database by reviewing and updating client records, validating billing information, payment terms, and credit details Leads Others Act as a subject matter expert (SME) for AR/OTC processes Make recommendations for uncollected customer receivables and escalate issues as needed Demonstrate ownership and accountability in managing assigned accounts and processes Proactively contribute to process improvements and operational efficiency Support team alignment through knowledge sharing and collaboration Accountable Manage accounts receivable collection efforts by monitoring aging reports, initiating collection outreach with customers, and resolving billing or payment discrepancies Maintain AR Aging report including timely commentary, tracking, and distribution to Management and customer-facing team members Prepare and deliver monthly reports related to accounts receivable, billing, and collections, including aging analysis and collection performance metrics Ensure accuracy and consistency of financial data through reconciliation and reporting Strive for improvement - make recommendations and implement changes to existing processes where appropriate Team Player Communicate and collaborate with colleagues and customers directly to investigate and resolve outstanding collection issues Establish and maintain working relationships with client-facing service and sales staff to assist in billing questions and collections efforts Work closely with finance support teams and internal stakeholders to support AR processes Coordinate with colleagues across North America and Asia-Pacific Minimum Requirements Minimum of 4+ years of experience in accounting or finance, with exposure to Accounts Receivable / OTC cycle Bachelor's degree in accounting (CPA a plus but not required) Strong working knowledge of general accounting processes and procedures (AR, reconciliations, etc.) Experience with ERP accounting software (NetSuite preferred but not required) Strong proficiency in Excel and ability to work with large data sets Strong analytical skills in accounts receivable Excellent organizational skills, attention to detail, and follow-through Strong communication skills (written and verbal) Team player with ability to work effectively with cross-functional teams Self-starter with strong ownership and accountability Adaptable and willing to take on ad-hoc tasks Flexibility to work across different time zones as needed Working Conditions Work-from-home Physically able to work night shift (U.S. business hours). Minimum internet speed of 25 mbps download and 25 mbps upload; Directly connected into modem; No satellite Work Standards Perform all duties with a level of integrity and honesty that represents Patra in a positive manner. Subject to and expected to comply with all applicable Patra Corp policies and procedures. Equal Employment Opportunity Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.
