Operations Manager (Finance)

Location:

Company:

Experience Required:

🏢 About PlanB Consultancy:

PlanB is a fast-growing global consulting firm offering end-to-end Virtual CFO, Legal, Compliance, and Global Expansion services to startups and SMEs. With a vision to incubate 1,000 startups, PlanB acts as a one-stop solution for financial strategy, tax planning, entity structuring, and investment readiness.

🧩 Role Overview:

Operations Manager

🔧 Key Responsibilities:

Operational Excellence:

• Design and implement SOPs across departments.
• Oversee internal process controls and project tracking for client mandates.
• Manage documentation cycles for entity setup, compliance, audits, and tax filings.

Financial Operations:

• Support Virtual CFO operations including MIS, budgeting, forecasting, and fund utilization tracking.
• Coordinate and review statutory filings (GST, TDS, Income Tax, ROC).

Client Delivery Oversight:

• Collaborate with CA, CS, and legal teams to ensure timely client delivery.
• Own documentation lifecycle for investment readiness, due diligence, and data rooms.

Team & Vendor Coordination:

• Supervise a cross-functional team including junior accountants, legal associates, and tech support.
• Liaise with banks, regulators, auditors, and clients for operational and compliance matters.

Reporting & Dashboards:

• Create operational dashboards and manage escalation matrices.
• Provide weekly reporting to senior leadership on project status and team productivity.

✅ Ideal Candidate Profile:

• Semi-qualified CA or B.Com with strong execution experience will also be considered.
• 5–12 years of experience in finance, compliance, operations, or consulting.
• Strong knowledge of GST, TDS, ROC, Payroll, and Indian financial compliance frameworks.
• Hands-on experience with Tally, Excel, MIS, and project management tools.
• Ability to multitask in a fast-paced, high-growth environment.
• Prior experience in startups, consulting firms, or financial services is a plus.

🛠 Key Skills:

• Financial Operations
• Compliance & Documentation
• MIS & Reporting
• Stakeholder Management
• Process Design & Execution
• Team Coordination & Communication
• Tech Adaptability (Excel, Tally, Google Workspace)

🎯 Why Join Us:

• Direct mentorship from leadership team including CEO & Founders.
• Exposure to cross-border business structuring and startup ecosystem.
• High-growth environment with clear ownership and impact.
• Opportunity to work on cutting-edge compliance and fundraising strategies.

CTC: Upto 7 LPA

📬 To Apply:

• Send your updated resume to dhruti.m@planbconsultancy.co with subject: Application for Operations Manager – [Your Name]