Order to Cash Analyst/Snr. Analyst/Specialist

Cbre

The Role

Overview

Manage invoices, credit proposals, cash allocation, and customer/opportunity records in D365.

Key Responsibilities

  • d365 entry
  • bulk upload
  • invoice allocation
  • credit proposal
  • d&b check
  • opportunity linking

Tasks

-Allocating cash to invoices. -Raising project credit proposal. -Checking for existing prospect / customer record in D365. -Linking opportunity records created in D365. -Performing D&B check for Prospect. -Processing customer update in D365. -Creating Customer Record in D365 & inform requestor. -Converting Prospect Record into Customer Record in D365. -Entering opportunities in source systems upload into D365 by bulk file upload. -Creating Opportunity in Financial system. -Raising invoice proposal. -Informing any other legal entities/cost centres of opportunity detail.

Requirements

  • accounting degree
  • excel
  • dynamics 365
  • 3-10 yrs
  • communication
  • detail‑oriented

What You Bring

-Excellent interpersonal & communication skills with the ability to quickly form professional relationships with colleagues and clients at all levels of seniority. -Degree in Accounting, Finance or Economics (or accounting qualification) -Ability to prioritise and co-ordinate tasks efficiently, being both autonomous & a team player. But can identify when issues need to be escalated quickly. -Fluent English in speaking and writing is a must -Strong IT Skills including Microsoft Excel (VLOOKUP’s, pivot tables, formulas, etc), Dynamics 365 knowledge advantageous. -An experience of 3-10 years -Attention to detail. -Ability to work under time pressure

Benefits

-Health Care: Health Insurance to Self, Immediate family & Parents/In-laws -Mental Wellbeing: A confidential service that provides facility of counselling to keep you emotionally & mentally well while dealing with the challenges. -Accident & Term life Insurance for all employees Accident & Term life Insurance for all employees. -Entertainment: On floor - Chess, Carrom board, Table tennis, Foosball. -Child Care: We partner with Klay day care and CBRE employees get 100% waiver on admission fee. This Day school is in our HYD campus. -Food & Snacks: Free Meals & snacks are provided in all shifts.

The Company

About Cbre

-Specializes in property leasing, investment management, and advisory services across global markets. -Serves a diverse client base ranging from major corporations and institutions to small businesses and individual investors. -Handles a wide array of projects, including office buildings, mixed-use developments, retail centers, and industrial parks. -Known for its innovative use of technology and data to drive real estate decisions. -Operates across various sectors, with significant expertise in healthcare, retail, and logistics. -Involved in landmark deals, such as multi-billion dollar real estate transactions and major urban redevelopment projects.

Sector Specialisms

Industrial

Energy

Infrastructure

Buildings

Residential

Commercial

Water Resources

Heavy Civil

Marine

Transport

Utilities

Solar

Wind

Nuclear

Government

Consumer Goods

Manufacturing

Cold Storage

Distribution Warehouses

Refineries

Port and Integrated Logistics

Defense

Education

Judicial

Administration

Life Sciences