Job Description – Account Operations & Financial Analyst (Excel & Account Management Focus)
Job Title: Account Operations & Financial Analyst (SOW & Staffing)
Location: India (Remote)
Shift: IST Night Shift (US overlap – up to 4:00 AM IST)
Experience: 3–6 Years
Notice Period: 0–30 Days
Role Overview
We are looking for a detail-oriented Account Operations Specialist with strong Excel and financial analysis capabilities, who can manage operational workflows while supporting account performance and commercial tracking.
This role blends operations execution + financial tracking + account coordination, making it ideal for candidates with experience in staffing, finance operations, MIS reporting, or account management support.
Key Responsibilities
1) Financial & Commercial Analysis (Core Focus)
- Build and maintain Excel-based financial trackers for revenue, billing, margins, and resource utilization
- Analyze SOW financials, including billing rates, cost vs revenue, and margin tracking
- Track invoicing triggers, PO status, and revenue realization
- Generate weekly/monthly financial reports (MIS) for account performance
- Identify risks such as revenue leakage, delays in billing, or renewal gaps
2) Advanced Excel & Reporting (Critical Skill)
- Create and manage complex Excel dashboards using:
- Pivot Tables
- VLOOKUP/XLOOKUP
- Conditional formatting
- Data validation
- Maintain accurate, real-time trackers for:
- Staffing pipeline
- Renewals and contract timelines
- Financial performance
- Ensure data accuracy, consistency, and reporting automation wherever possible
3) Account Operations & Management Support
- Support Account Managers with data-driven insights and reporting
- Track account health metrics (open roles, closures, revenue, renewals)
- Prepare client-ready reports and summaries
- Manage action trackers and ensure closure of key deliverables
- Act as a single point of coordination across recruiters, finance, and account teams
4) Staffing & SOW Coordination
- Track SOW lifecycle: creation, renewals, extensions, and closures
- Maintain contract and resource data: start/end dates, rates, role mapping
- Coordinate interview scheduling, onboarding, and documentation tracking
- Ensure timely follow-ups with zero delays across stakeholders
Must-Have Skills (Strict Screening Criteria)
- Advanced Excel Expertise (Mandatory)
- Strong hands-on with formulas, dashboards, and reporting
- Financial Analysis Skills
- Revenue tracking, margin analysis, billing understanding
- Account Management / Coordination Experience
- Strong analytical and problem-solving ability
- Excellent communication and follow-up skills
- Ability to work in high-pressure, night shift environment
Preferred Skills (High Value in Indian Market)
- Experience in staffing / consulting / IT services companies
- Exposure to MIS reporting or finance operations
- Knowledge of SOWs, billing cycles, and revenue tracking
- Familiarity with CRM tools (Salesforce, Zoho, HubSpot)
