Finance Operations

Hiring For Finance Operations

Role Objective:

We are building a lean, high-performing Finance team for 2026 in a SaaS environment. The role requires a passionate, initiative-driven, fast-moving finance professional who takes ownership of collections, revenue operations, compliance, forecasting and automation.

Key Responsibilities:

• Maintain Client Master Data on a daily basis.
• Maintain and monitor MRR on a daily basis and process MRR reversal for booked/churned accounts.
• Prepare projected cash flow based on expected inflows and outflows.
• Calculate Net Revenue Retention (NRR) on a monthly basis.
• Maintain up-to-date Accounts Receivable (AR) dashboard and ageing.
• Complete VRF forms with supporting documents.
• Obtain approvals on Purchase Orders (POs) and coordinate required changes.
• Raise invoices as per PO terms and contractual agreements.
• Drive payment follow-ups and ensure timely payment realization.
• Secure approvals for churned accounts and raise credit notes.
• Prepare GSTR-1 workings and obtain approvals before filing.
• Ensure clearance and compliance for overseas revenue.
• Categorize inward banking transactions on a daily basis.
• Coordinate with Legal for renewals, addendums, SLAs, and POs.
• Share regular updates on pending renewals with the Customer Success team.
• Escalate payment blockers to CS and Sales teams.
• Control and monitor Unbilled and Deferred Revenue.
• Calculate monthly sales incentives.
• Reconcile TDS receivables with Form 26AS.
• Support forecasting and preparation of financial projections.
• Perform other duties as assigned by the reporting manager.
• Manual Effort Reduction: Automate at least 1-2 finance processes every quarter.
• Dependency Reduction: Finance operations should run with minimal follow-ups from Clients.
• Single Source of Truth: Ensure seamless reconciliation between CRM, Billing systems, and Books with zero data gaps.

Required Skills & Knowledge:

• Strong working knowledge of Zoho Books.
• Hands-on experience with CRM and other Finance tools.
• Expertise in GST, Income Tax, Companies Act, and statutory compliance.
• Strong understanding of SaaS revenue recognition, AR, and cash flow management.
• Experience working with automation tools and process optimization.
• Excellent coordination, follow-up, and communication skills.
• Analytical mindset with forecasting and data-driven decision-making ability.
• High ownership, speed, and bias for action in a startup environment.