Order To Cash Clerk at Fidelity Services Group

Job Description

• The Order to Cash (O2C) Clerk is responsible for managing the end-to-end process of timely invoicing, payment collection, and accurate record-keeping. This role plays a critical part in maintaining healthy cash flow and customer satisfaction.

Key Responsibilities:

Order Management:

• Verify pricing, discounts, and terms of sale.
• Ensure all necessary documentation is available and attached as supporting documentation on the ERP system.

Invoicing & Billing:

• Generate and send invoices to customers in accordance with agreed terms.
• Ensure compliance with tax regulations and company policies.

Accounts Receivable:

• Monitor outstanding receivables and follow up on overdue payments.
• Apply payments to customer accounts and reconcile discrepancies.
• Maintain accurate aging reports and escalate issues as needed.

Customer Service:

• Respond to customer inquiries regarding invoices, payments, and order status.
• Resolve disputes and escalate complex issues to appropriate departments.
• Customer Account Management
• Maintain accurate and up-to-date customer records, including any contractual amendments (e.g. site cancellations, additions and price changes)

Reporting & Compliance:

• Prepare regular reports on receivables, collections, and order status.
• Ensure compliance with internal controls and audit requirements.

Qualifications:

• High school diploma or equivalent; a certificate/degree in Finance, Accounting, or Business will be preferred.
• 3+ years of experience in Accounts Receivable/Credit Control.
• Strong knowledge of ERP systems (e.g., SAP, Pulse) and financial reporting tools (e.g. Microsoft Excel).
• Proven track record in managing Commercial, Listed and Multi-national clientele.

Key Skills:

• Analytical thinking and problem-solving
• Excellent communication and customer service abilities.
• Strong attention to detail and organizational skills
• Ability to work under pressure and meet deadlines
• Willingness to learn and adapt to new systems and processes.