Project & Billing Operations Associate

About the Role

You will operate within the Finance organization located in the Gurgaon, India office, serving as a critical operational pillar for a life sciences strategy consultancy headquartered in Boston. This role owns the full cycle of invoice accuracy, payment application, and the active management of accounts receivable for a demanding global client base spread across multiple jurisdictions. You will safeguard the integrity of project documentation and act as a proactive sentinel, identifying timing discrepancies early to prevent potential billing disputes before they escalate. Success demands a precision-driven, process-oriented mindset with a strong commitment to maintaining the financial health and cash clarity of client engagements. You will function as the essential link between project delivery teams and the finance function, ensuring that revenue recognition is accurate, timely, and audit-ready. The position requires a high level of ownership over monotonous tasks, turning complex billing workflows into streamlined and error-free processes. You will be expected to uphold the firm's standards of excellence represented by the "3 C's and 3 P's," which emphasize Creativity, Curiosity, Connection, Planning, Process, and Prediction.

Key Facts

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Location: India

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Engagement: Full-time

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Compensation: 12.5 LPA

What you'll do

• Drive cash movement and ensure revenue clarity for ClearView's life sciences client portfolio by managing the end-to-end billing cycle.
• Orchestrate client invoicing accuracy by meticulously creating detailed statements that strictly align with established project milestones and contractual purchase orders.
• Generate timely bills and manage their distribution through sophisticated client channels, including the Ariba network, while diligently tracking electronic delivery confirmations and read receipts.
• Coordinate rigorous documentation checks to verify that statements of work and purchase orders are perfectly consistent with billing rules prior to obtaining finance approval.
• Process incoming client payments with precision, handling diverse remittances and occasional physical checks, and applying cash accurately to the correct client accounts within the internal ledger systems.
• Support receivables recovery initiatives by investigating aged items, drilling down into transaction histories, and providing comprehensive narratives to senior finance team members for resolution.
• Maintain synchronized and auditable records in Ariba and internal systems, covering client banking details, unique purchase order numbers, and real-time payment statuses to ensure transparency.
• Guide external auditors by preparing detailed documentation packs that clearly explain revenue recognition policies and provide granular billing activity reports for verification.
• Analyze project profitability signals through close partnership with leadership, interpreting margin trends and pipeline risks within the Salesforce platform to inform strategic decisions.
• Monitor and support timesheet compliance rigorously to ensure submissions are perfectly aligned with billing cycles and do not disrupt the cash flow process.
• Serve as the primary point of contact for resolving billing-related queries, ensuring that client communications are handled professionally and issues are escalated appropriately.
• Contribute to the continuous improvement of billing procedures by identifying manual interventions and proposing automation opportunities within the existing tech stack.
• Perform regular reconciliations between billed amounts, collected cash, and system records to ensure zero discrepancies in client accounts.
• Assist in the preparation of monthly reporting packs, providing data integrity checks and narrative explanations for finance leadership review.

Requirements

• Hold a Bachelor's degree in accounting, which is a non-negotiable prerequisite for this position and must be verified during the hiring process.
• Bring a minimum of five years of prior professional experience in invoicing or accounts receivable, ideally cultivated within fast-paced, project-based service environments.
• Demonstrate strong organizational skills and exceptional attention to detail, managing multiple open client files concurrently without error or delay.
• Possess clear, professional written and verbal communication skills necessary to interact effectively with internal leaders and external clients across various global locations and time zones.
• Exhibit a high level of integrity and discretion when handling sensitive financial data and confidential client information on a daily basis.
• Show proficiency in navigating complex enterprise software systems and a willingness to learn new financial tools as required by the role.
• Commit to working within the standard business hours defined by the Gurgaon office, ensuring seamless collaboration with teams in Boston, San Francisco, New York City, London, and Zurich.
• Be prepared to adhere to strict compliance standards and regulatory requirements applicable to the life sciences consulting industry in India.

Nice to have

• An MBA in Finance is preferred but not required for this role, offering an edge in understanding complex financial concepts.

Practical notes

• Please note that every fact in this document is derived from the original source material provided by ClearView Healthcare Partners.
• The engagement for this role is Full Time, requiring dedication during standard business hours to support the global team.
• The compensation for this position is fixed at 12.5 LPA, reflecting the scope and responsibility of the role in the Gurgaon location.
• No international travel is specified as a requirement for this position, indicating that the role is primarily office-based in Gurgaon.
• Candidates must possess the right to work in India without the need for additional visa sponsorship, as the role is based in Gurgaon, Haryana, India.
• There is no specified deadline for applications in the source material; however, interested candidates are encouraged to apply through standard ClearView Healthcare Partners recruitment channels promptly.