FinOps Executive - Chennai

Mail your resume pooja.kalse@orcapod.work

Job Title: Account Operations Executive / FinOps Executive
Location: Offshore, Chennai

Role Summary:

The Account Operations Executive plays a key role in ensuring seamless operational support.
across onboarding, offboarding, training compliance, time tracking, reporting, and client coordination. This role requires proactive engagement with HR, Delivery, and Finance teams to maintain high operational excellence standards within the account.

Key Roles and Responsibilities

1. Onboarding
• Engage proactively with HR and selected candidates to ensure timely onboarding into Tiger and the Account team. • Collect and maintain candidate details required for Account onboarding. • Coordinate with the Onshore Lead to raise onboarding requests and ensure candidates receive necessary documentation on time. • Follow up with candidates to ensure system and tool access is set up. • Collaborate with HR to ensure compliance formalities are completed and records maintained in the Account roster. • Develop, maintain, and continuously improve the project onboarding document.

2. Offboarding
• Partner with HR to manage offboarding activities in compliance with process guidelines. • Maintain offboarding records in the team roster. • Create, update, and iterate on the offboarding documentation.

3. Training and Compliance
• Post weekly reminders on the Teams channel for pending mandatory training. • Follow up 1:1 with new joiners and training defaulters to ensure completion. • Share monthly training summary reports (pending and overdue status) with leadership.

4. Time Entry Management
• Guide new joiners on time entry tools and processes. • Send weekly and monthly reminders to ensure timely time entry by all team members. • Prepare time entry summary sheets for Account review. • Coordinate with Insurance FinOps and Finance teams on time reporting and reconciliation.

5. Reporting and Updates
• Gather weekly and monthly updates from team members and consolidate them in the account tracker. • Send reminders to stream leads for weekly updates to Client and Delivery Partners. • Coach junior contractors on best practices for weekly reporting and task management.

6. Team Coordination
• Coordinate with stream owners for recurring team meetings and calendar management. • Ensure invites and agenda are properly maintained and communicated.

7. Client Interview Scheduling
• Support Delivery Partners in scheduling client interviews by coordinating with HR for candidate availability and client calendars. • Send reminders to ensure candidate participation. • Collect interview feedback from the staffing team post-session.

8. Coordination and Administrative Support
• Support the preparation of QBR (Quarterly Business Review) materials. • Assist in preparing audience lists for CFS sessions and coordinate offshore survey execution. • Send periodic reminders related to case studies and compliance submissions. • Track and report monthly compliance updates in line with MSA guidelines, collaborating with TA, InfoSec, and Account leadership. Availability and Working Hours • Must be available to interact and collaborate with onshore teams until 2 PM CST. Key Skills and Competencies • Strong communication and coordination skills across multiple stakeholders. • Attention to detail and proactive follow-up mindset. • Proficiency in MS Office (Excel, Outlook, Teams). • Good understanding of onboarding/offboarding, compliance, and reporting processes. • Ability to multitask and manage priorities in a fast-paced environment. Preferred Qualifications • Bachelors or Master’s degree in Business Operations, HR, or related field. • 4–6 years of experience in operations or account coordination roles (preferably in IT or consulting environments).