Finance & Operations Executive

Finance & Operations Executive

Bengaluru | Full-Time | Reports to COO

About the Role

We are hiring a Finance & Operations Executive to work directly with the COO and founding team in managing financial operations, sales operations support, compliance coordination, and general business execution.

This is a hands-on execution role in a fast-growing startup environment. You will be at the core of day-to-day financial and operational functioning of the company.

Key Responsibilities

1 Finance & Accounting Operations

Collect and consolidate invoices (weekly / bi-weekly / monthly)

Coordinate with all internal teams for timely submission of expense documents

Organize and prepare documentation for CA and CS teams

Assist in GST, TDS, statutory filings, and compliance-related documentation

Maintain structured financial records

2 Expense Tracking & Reporting

Maintain a live daily-updated expense tracker

Categorize expenses (Marketing, Sales, Payroll, Operations, Infra, etc.)

Prepare monthly expense summaries for management review

Identify unusual or unplanned expenses and flag proactively

3 Expense Forecasting & Cashflow Support

Track recurring and predictable costs

Build and update monthly expense forecasts

Support cash visibility and working capital planning

Assist in preparing financial reports as requested by leadership

4 Sales Operations & Receivables

Issue Proforma Invoices, Tax Invoices, and coordinate Purchase Orders

Work with customer finance teams to ensure timely payments

Track due and overdue receivables

Follow up on outstanding invoices and maintain clean billing records

5 HR Operations Support

Extract leave data monthly from Zoho People

Coordinate payroll inputs with CA

Track reimbursements and employee records

Maintain structured leave and reimbursement logs

6 Tools & Systems Execution

Hands-on working knowledge of:

Zoho Books

Zoho Expense

Zoho Analytics

Zoho People

Zoho CRM

Zoho Sign

MS Excel / Google Sheets

Government and banking portals

Ability to create structured reports and dashboards is essential.

7 General Operations & Administrative Support

Support procurement and vendor coordination

Assist teams with operational requirements

Help streamline internal processes

Take ownership of getting operational tasks completed efficiently

8 Management Reporting

Prepare custom reports as required by leadership

Support decision-making with clean, structured data

Maintain transparency and accuracy in operational reporting

Qualifications & Experience

35 years of experience in Finance Operations / Accounts / Business Operations

Strong understanding of Indian accounting ecosystem

Comfortable coordinating with CA / CS / auditors

Strong Excel and data management skills

Experience with Zoho One Suite tools preferred

High attention to detail and process orientation

Ideal Candidate Profile

Startup mindset (comfortable with speed and uncertainty)

High ownership and accountability

Strong follow-up skills

Multi-tasker who can manage priorities effectively

Organized, disciplined, and structured

Eager to learn and grow within the organization

Comfortable working cross-functionally

Growth Opportunity

Based on performance and ownership, this role can evolve into:

Finance & Operations Lead

Compensation

Competitive salary aligned with Bangalore startup market

Performance-linked incentives

Strong growth trajectory within 1224 months

Why Join Us

Direct exposure to founding team

Real decision-making visibility

Cross-functional experience across Finance, Sales, HR, and Operations

High learning curve and long-term growth opportunity