Operations Manager

Role: Operations Manager

Location: Remote India

Reports to: Head Of Operations

Compensation: Competitive, with performance-based incentives

About Numera:

Numera makes world-class accounting and finance expertise accessible to ambitious business owners from startups to established small and midsize companies. We provide complete outsourced accounting, tax compliance, and financial guidance that scales with business needs, helping founders and operators make informed decisions with confidence. Trusted by thousands of businesses across industries, Numera delivers responsive, investor-grade support at a fraction of the cost of traditional firms removing financial friction so clients can focus on growth, not bookkeeping.

Our clients range from small local businesses to tech-enabled ventures, all seeking clarity, compliance, and strategic financial partnership. We help them understand cash flow, be audit-ready, and optimize tax strategies enabling better outcomes at every stage of growth.

Role Overview:

We are seeking a highly driven and operationally strong Operations Manager to lead service delivery governance, knowledge transition management, and process improvement initiatives across Finance & Accounting engagements.

This is not a reporting or analyst role. The individual will be expected to:

• Drive ownership
• Build a structure where gaps exist
• Improve operational rigor
• Lead knowledge transfer initiatives
• Introduce process improvements
• Reduce leadership dependency

The ideal candidate will bring a blend of Finance & Accounting exposure, project management capability, and transition/process excellence experience.

Key Responsibilities:

1. Service Delivery Governance & Operational Rigor

• Monitor resource utilization, workload distribution, and productivity metrics.
• Build and maintain structured dashboards for:

- Capacity planning

- SLA adherence

- Backlog tracking

- Escalation management

• Track delivery timelines and compliance calendars.
• Provide structured and insight-driven reports to leadership.
• Drive accountability across teams and follow up rigorously on deliverables.

2. Knowledge Transfer (KT) & Transition Management Critical Focus Area

• Lead and supervise end-to-end knowledge transitions across teams and client engagements.
• Ensure complete documentation (SOPs, process notes, checklists, trackers) is in place before handover.
• Identify knowledge gaps during transitions and proactively address risks.
• Coordinate structured KT sessions between outgoing and incoming team members.
• Validate completeness, clarity, and usability of documentation.
• Ensure zero business disruption during transitions.

Note: This role ensures documentation discipline and KT effectiveness; it does not independently create all SOPs but ensures completeness and quality control.

3. Finance & Accounting Process Understanding

The candidate must possess working knowledge of:

• US GAAP fundamentals
• AP and AR processes
• R2R cycle
• Reconciliations
• Key financial metrics such as:

- DSO, DPO

- Liquidity ratios

- Accuracy calculations

• Basic accounting concepts (debits/credits, financial flow)

This is not a CA/CPA role; however, strong conceptual clarity is mandatory to drive initiatives confidently and challenge inefficiencies.

4. Change Management & Process Improvement

• Drive change initiatives across teams (tools, trackers, workflows, methodologies).
• Identify inefficiencies and recommend automation or workflow improvements.
• Introduce structured follow-up systems and reporting frameworks.
• Apply operational excellence principles (80/20 rule, root cause analysis, etc.).
• Collaborate with cross-functional teams to implement improvements.

Experience in transition teams, PMO, operational excellence, or process improvement teams will be highly preferred.

5. Dashboarding & Analytical Capability

• Independently design dashboards in Excel / Google Sheets.
• Build tracking templates and reporting frameworks from scratch.
• Present data in structured, leadership-ready formats.
• Exposure to tools such as Power BI or Tableau is an added advantage.

This role requires someone who creates frameworks not someone who only updates templates.

6. Stakeholder Management & Leadership Support

• Collaborate with senior leadership to reduce operational dependency.
• Drive cross-functional coordination with finance and operations teams.
• Be assertive in driving follow-ups and accountability.
• Demonstrate consulting-style thinking and proactive problem-solving.

Ideal Candidate Profile:

• 812 years of experience (flexible for strong profiles).
• Minimum 2+ years of exposure to Finance & Accounting processes.
• Experience in:

- Transition teams

- PMO / Project Management

- Operational Excellence / Process Improvement

• Strong Excel and Google Sheets expertise.
• Self-driven, assertive, and outcome-oriented.
• Comfortable with challenging ineffi ciencies and proposing solutions.
• Consulting mindset with ownership attitude.

Join Us

If you're energized by consulting-led selling, relationship building, and helping startup founders and business leaders succeed with clarity and confidence, Numera could be your next great opportunity.