Senior Executive - WFM

The role supports core finance operations, including invoicing, contract execution, accruals, and revenue forecasting, ensuring accuracy, compliance, and timely financial reporting.

Responsibilities

Invoicing & Billing

Prepare, review, and issue accurate invoices in accordance with contractual terms.
Maintain and manage the Invoicing Tracker to ensure completeness and timeliness.
Resolve billing discrepancies and collaborate with internal stakeholders for resolution.

Coordinate service or resource provisioning based on approved contracts.
Ensure provisioning aligns with billing milestones and revenue schedules.

Contract Execution

Support contract execution activities, ensuring agreements are correctly documented and reflected in financial systems.
Validate contract details related to pricing, scope, and billing terms.

Resource Reporting

Prepare regular resource utilization and allocation reports.
Partner with operations and workforce teams to ensure accurate data capture.

Prepare monthly accruals to reflect earned but unbilled revenue and incurred expenses.
Ensure accruals comply with accounting standards and internal policies.

P4P (Pay for Performance) Creation

Create and maintain P4P records based on performance metrics and contractual agreements.
Validate performance data prior to financial processing.

Revenue Forecasting

Support revenue forecasting activities by analyzing trends, pipeline data, and active contracts.
Provide inputs for monthly, quarterly, and annual revenue outlooks.
Identify variances between forecasted and actual revenue and provide insights.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 2–5 years of experience in finance operations, billing, revenue management, or a similar role.
• Strong understanding of invoicing, accruals, and revenue forecasting concepts.
• Experience working with contracts and financial data.
• Advanced proficiency in Excel and financial tracking tools.
• Strong analytical skills with high attention to detail.
• Ability to manage multiple tasks and meet tight deadlines.
• Excellent communication and stakeholder management skills.

About Us

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit .

EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL’s Human Resources team, as well as our hiring managers.