Job Overview
About the Role:The team:
Osttra Finance Team is based out of the UK, India, Penang, Sweden and US. It is an entrepreneurial team, who is highly energetic, flexible, dynamic and works beyond boundaries to deliver the real values. We are standing up an independent global finance team.
Responsibilities and impact:
The Senior Associate - Order to Cash (OTC) Collections will be part of the Order to Cash team and be responsible for the Collections process for designated OSTTRA product lines. This position requires someone with a passion who can independently work with Sales, Business Heads/Leads and clients directly to build a professional relationship to optimize the collection process to match the industry standard.
Key Responsibilities
Role and responsibilities of Senior Associate - Order to Cash (OTC) Collections
- Business Understanding: Deliver the Collections process with a strong understanding of OSTTRA businesses and gaining a good understanding of its capabilities and data. Responsible for developing and maintaining relevant SOPs.
- Systems Understanding: Build complete understanding of different billing systems used in OSTTRA specifically SAP and engage with respective technical teams on resolving issues
- Account Management: Ensure appropriate allocation of clients to team members in a balanced manner for timely collection and resolution of client’s issues. Someone who can build a strategic metrics to proactively identify issues, patterns, and strengthen the relationship with key clients along with respective Sales and AMs.
- Documentation & Reporting: Complete control of client’s emails, list of open issues along with clear action for e2e closure. Responsible for Interactive Commercial Dashboard highlighting value additions, delays, issues and find new opportunities to optimize the cashflow. Developing and implementing realistic payment plans and schedules as per company's requirements.
- Stakeholder Management: Collaborate cross-functionally with Sales, Technology, Finance and customers to resolve billing errors, credit issues, payment disputes, expedite the collections process and maintain momentum throughout the year. Serve as the main point of contact for internal departments and stakeholders. Provide extended support to the Billing Team to make amendment in the invoices, where necessarily required
- Problem Resolution: Proactively identify and resolve discrepancies or issues that may arise during the order cycle, such as billing errors, address issues, incorrect product information, requirement of PO to be quoted on the invoice, tax issues etc.
- Key Metrics: Responsible for producing metrics including but not limited to:
- Cash Inflow forecast to Treasury
- Collection Effectiveness Index (CEI)
- Recovery Rate
- Right Party Contact (RPC) Rate
- Audit Support: Leading the engagement with auditors for the Collections process & ensuring timely closure of audit items
- Process Improvement: Candidate should have gained experience in process and systems transition. They should be obsessed with efficiency by proactively identifying opportunities to enhance and streamline existing processes, fix any current gaps, remove wasted time and effort, leveraging automation and sharing best practices to improve efficiency and accuracy
- Initiatives / Projects: Lead initiatives / projects as required to support any business driven / system changes
- Risk and Control: Ability to draft risk and control matrix for the collections process and create robust documentation and maintaining it
What we’re looking for:Basic Required Experience:
To be successful in this role, the Senior Associate - Order to Cash (OTC) Collections must possess a mix of Technical & Professional competencies. They must be adept at:
- Experience: 10-12 years of relevant experience in an OTC process with a global organization. Financial Services experience will be preferred.
- Stakeholder Management: managing key stakeholders across teams such as Sales, Technology including Finance across multiple locations
- Customer Management: Ability to resolve customer queries with effective resolution within agreed timescales
- Teamwork: A collaborative and cooperative attitude, with the ability to work effectively with cross-functional teams. Experience of leading a team would be preferred
- Communication: Exceptional verbal and written communication skills, with the ability to present complex billing information clearly and concisely to key stakeholders. Good presentation skills is a must
- Analytical skills: Strong ability to analyze billing data, identify trends, and explain variances
- Attention to Detail: Meticulous approach to reviewing historical outstanding invoicing data, identify and resolve issues with the stakeholders and customers, understand and resolve queries right first time within the agreed timeframe. Candidate should be highly accurate in data entry and record keeping
- Adaptability: Ability to thrive in a fast-paced, dynamic environment and manage competing priorities effectively.
- Problem-solving: Proactive and solution-oriented mindset, with the ability to identify issues and implement effective resolutions. Strong analytical and critical thinking skills to troubleshoot and resolve complex issues.
- Organizational Skills: Ability to multitask, prioritize, and manage a high volume of work in a fast-paced environment.
Technological proficiency: Strong proficiency in Microsoft Excel (VLOOKUP, pivot tables, advanced formulas) and extensive experience with SAP, High Radius and Salesforce environment for billing functionalities.
Qualifications:
- Graduate in Finance. MBA is preferred.
- Specialization in order to cash management process at least for the last 10-12 years
- Proven specialization in collections process
The location: Gurgaon,India
Our Benefits: Global vision, local impact
At OSTTRA, our benefits philosophy offers a market-competitive package that reflects our position as an industry leader. We want to ensure you feel valued, secure, and empowered wherever you are in the world.
Our approach is built on three core pillars:
- Global foundations: We provide a baseline of excellence across all our offices, focusing on comprehensive Health & Wellness, Financial Security, and Work-Life Balance. No matter your location, you are part of a culture that prioritizes your holistic well-being.
- Locally tailored: We benchmark in each market to ensure our packages are genuinely competitive where you live and work.
- Flexibility and growth: We empower you to work in a way that suits your life. This includes a hybrid working model, generous leave policies, and a commitment to your continuous professional development.
The Trust employee ownership plan
Every employee at OSTTRA is an owner, and a member of The Trust, our employee ownership programme. Our distinct culture encourages colleagues to think and act like owners and raise the bar constantly.
This plan reflects our belief that when we work together to build a stronger, more valuable organisation, then all colleagues should benefit from the value we create.
About OSTTRA
We build and operate the infrastructure that the world’s post-trade financial system runs on. Launched in 2021, we have unified more than 20 years of heritage and expertise from four industry leaders into a single, integrated business.
Today,we operate a trusted network that connects thousands of market participants to streamline end-to-end workflows, from trade capture through portfolio optimisation.We translate industry change into workable process, engineering an open, intelligent ecosystem that removes friction and reduces risk for the global markets.
Our distinct ownership culture is underpinned by four behaviours: boldness, curiosity, accountability, and collaboration. In 2025 we were acquired by KKR, one of the world’s most successful private equity firms, and are on a journey of growth and impact.
Joining our team now is a unique opportunity - you will help to shape the next generation of post-trade, transform shared infrastructure into shared benefit, and accelerate your own career. Learn more at www.osttra.com.
Equal opportunity employer statement at OSTTRA:
We are committed to fostering a connected and engaged workplace where all colleagues have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasise fairness, transparency, and merit, ensuring that we attract and retain the best talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive and operate the infrastructure that the world’s post-trade financial system runs on
