Operations & Finance AM/Manager

Job Summary

The Operations & Finance AM/Manager oversees all financial transactions, statutory compliance, and core operational processes. The position is responsible for ensuring accurate financial reporting, smooth payment cycles, timely salary disbursement (including payments to PEO companies), and effective collaboration between accounts and operations teams

Roles and Responsibilities:

Finance & Accounting:

• Manage day-to-day AP & AR functions, including vendor payments, expense reimbursements, customer invoicing, collections, and reconciliations.
• Ensure timely and accurate recording of transactions in line with accounting standards.
• Collaborate with Risk/Compliance and project teams to review monthly transactions and identify corrections as may be required. Work with AP & AR functions to ensure corrections are processed.
• Prepare MIS reports, cash flow forecasts, and support month-end and year-end closing activities.
• Monitor outstanding receivables and payables; work closely with vendors and clients to resolve discrepancies.
• Support statutory audits, internal audits, and ensure compliance with applicable laws, taxes, and company policies.

Finance Operations:

• Oversee statutory payments (TDS, PF etc.), ensuring accounts team processes are timely and compliant.
• Streamline and manage charge codes and manage the labor journal for efficient operation of payroll and job costing systems.
• Ensure timely handling and processing of employee reimbursements by the accounts team.
• Ensure payments to PEO companies are processed on time, providing funds necessary for payment of salaries to staff; this includes coordinating with HR, finance and PEO to facilitate such transfers promptly.
• Develop dashboards and reports related to project/job status and invoicing structures tailored to each project/job requirements.
• Learn corporate financial program and leverage options to develop custom reports and invoicing formats
• Perform financial analysis using corporate tools and advanced analytical reports as requested. Support continual improvement of financial tools and tracking metrics with the Operations, Risk/Compliance and Finance/Accounting teams.
• Support business workstreams and proposal teams in preparing budgets and financial management issues
• Work with the Director of Finance and Accounting to identify and develop useful indicators, graphics, and other ways of summarizing financial activity to facilitate management and decision-making
• Support other activities as assigned to ensure successful operations and coordination across all offices

Qualifications & Skills

• MBA in Finance/Operations or related discipline.
• 3–5 years of experience in finance and operations with strong exposure to AP & AR processes.
• Proficiency in MS Excel and accounting/ERP systems (Tally, SAP, QuickBooks, or equivalent).
• Strong analytical, problem-solving, and communication skills