Project Management Order to Cash Team Lead Professional Naga City, PH

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In this role, you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients locally based skills and technical expertise to drive innovation and adoption of new technology.

The OTC Team Leader is responsible for managing and overseeing the end-to-end order-to-cash process. This includes order management, invoicing, credit and collections, dispute resolution, and cash application. This role involves leading a team, optimizing processes, driving improvements, and collaborating with cross-functional teams to enhance cash flow and working capital. You should be flexible to work in shifts.

Key Responsibilities:

Business related:

1. Works on rule-based decision making and leads transaction processing in the area of (depending on the scope of the contract) credit management, orders processing, document validation, cash collection and dispute management according to agreed process maps and Desk Top Procedures or other guidelines agreed with client.
2. Leads day to day related activities including interaction with customers, client (manage meetings in effective way, prepare agenda, issue logs and presentations according to Governance model) or third-party providers.
3. Delivery high quality, customer focused service to clients and provide timely and accurate processing of complex F&A transactions and all related tasks within agreed Service Level Agreements (SLAs) and control frameworks.
4. Lead, set and achieve operational objectives, track and report service performance.
5. Makes timely decisions by balancing the need for action with the need of an objective, fact-based perspective that optimizes data, intuition, and expertise.
6. Anticipates (highlights in advance any potential slippage) and takes action to create an opportunity and/or to avoid future crisis (provides potential solutions and works jointly with internal and external clients to correct existing problems promptly).
7. Actively participates and manages the transition and stabilization phase.

Per Process:

1. Order Management: Oversee the order processing cycle, ensuring timely and accurate order entry and fulfillment. Collaborate with sales, logistics, and supply chain teams to resolve order discrepancies and improve efficiency.
2. Invoicing and Billing: Ensure accurate and timely invoicing in compliance with company policies and legal regulations. Monitor invoice generation, distribution, and follow-ups to address customer queries or disputes.
3. Credit and Collections: Manage credit assessments, approvals, and limit reviews for customers. Supervise collection activities to minimize overdue balances and bad debt risk. Build and maintain relationships with customers to resolve payment issues effectively.
4. Dispute and Deduction Management: Lead the resolution of disputes and claims by coordinating with internal stakeholders and customers. Analyze trends in disputes and implement corrective measures to prevent recurrence.
5. Cash Application: Oversee accurate allocation of payments to customer accounts. Address unallocated payments or mismatches promptly to ensure account reconciliation.

Process Improvements:

1. Identify inefficiencies in the OTC process and implement solutions to enhance productivity and reduce costs and drive automation initiatives to streamline OTC processes and improve accuracy.
2. Continually strives to simplify, standardize and improve processes. Seeks and exchanges information, ideas and concepts to actively support any CI initiatives and/or tools improvements.
3. Engages in and drives all innovation and continuous improvement initiatives to help to achieve Continuous Improvement targets.
4. Provide insights and recommendations to management for process improvements by using data analytics to drive decision-making and enhance OTC effectiveness.

Compliance and Governance:

1. Ensures adherence to internal controls, company policies, and legal regulations and assists in audits both internal and external and cooperates with auditors to make sure that the audit is completed on time.
2. Ensures valid escalation matrices on both internal and client side are up to date.
3. Ensures timely Desk Top Procedures update. Ensures that operating procedures are communicated to the team, understood and followed by them.
4. Track and report OTC performance metrics (e.g., aging reports, cash flow trends, dispute resolution rates).

Reporting and Analysis:

OTC Operations Manager is responsible for providing regular reports and analysis on key OTC metrics such as but not limited to DSO (Days Sales Outstanding), overdue accounts, and cash flow. Monitors and communicates performance indicators to management, identifying risks and opportunities.

Leadership and Team Management:

Manage, mentor and develop the OTC team, fostering a collaborative and performance-driven environment. Conducts regular training to enhance team skills in OTC processes and tools.

1. Motivates and manages his/her team of F&A professionals. Organizes and prioritizes team's work and executes it based on importance and impact. Commits significant time and effort to develop talents and capabilities of his employees through coaching and mentoring. Manage workload distribution and ensure adherence to SLAs and KPIs.
2. Ensures that the team is cross-trained/multi-skilled and proactive customer focused. In addition, OTC Operations manager continually strives to improve the F&A processes and motivate his/her team members to do the same also by encouraging people to run continuous improvement projects.
3. Ensures that cross training of backups/shadows is in place and knowledge is retained within the team. Special attention to be put on new joiners training (on the job training, proper support, documents walkthrough etc) and feedback providing to them on their work progression and development plans.
4. Ensures that the daily activities, both individual and team ones, are fulfilled according to the timetable, procedures and business goals as agreed with the client based on Statement of Work (SOW).
5. Set goals, monitor performance, and provide coaching and feedback.
6. Act as a mentor for junior team members, be responsible for training of new joiners.

Required education

Bachelor's Degree

Required technical and professional expertise

1. Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
2. At least 6 years of experience in Order to Cash (O2C), with at least 3 years in a managerial/team leader capacity.
3. Strong understanding of OTC processes, ERP systems (e.g., SAP, Oracle), and automation tools.
4. Excellent analytical, problem-solving, and organizational skills.
5. Strong leadership and interpersonal skills with the ability to manage cross-functional teams.
6. Excellent understanding in financial reporting and data analysis.
7. Knowledge of relevant regulatory requirements and best practices in credit, collections, and invoicing.

Customer-centric approach with strong communication and negotiation skills. Ability to handle complex processes and adapt to changing business needs. Focus on continuous improvement and innovation in OTC operations. This role plays a pivotal part in ensuring financial health and customer satisfaction, requiring a dynamic and results-oriented leader to drive OTC excellence.

IBM Consulting is IBM's consulting and global professional services business, with market leading capabilities in business and technology transformation. With deep expertise in many industries, we offer strategy, experience, technology, and operations services to many of the most innovative and valuable companies in the world. Our people are focused on accelerating our clients' businesses through the power of collaboration. We believe in the power of technology responsibly used to help people, partners and the planet.

In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.

Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment every day, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.

Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions every day is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.

Are you ready to be an IBMer?

IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.

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At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.

For additional information about location requirements, please discuss with the recruiter following submission of your application.

Job Title: Order to Cash Team Lead

Job ID: 13198

City / Township / Village: Philippines

Work arrangement: Onsite

Area of work: Project Management

Employment type: Regular

Position type: Professional

No Travel: Yes

Company: (0856) IBM Business Services

Shift: Night

Is this role a commissionable/sales incentive based position?