Finance & Operations Manager

4 days ago

New Delhi, India Prana Tree Full time

Job Title: Finance & Operations ManagerLocation:* Bengaluru (On-site)About the RoleWe are seeking a talented and hands-on Finance & Operations Manager to own the finance function and operations of the business. This mid-level role requires expertise in financial management, accounting software (Zoho Books, QuickBooks), and operational process improvements. The candidate will also be a trusted financial advisor to the leadership team, guiding budgeting, cash flow, invoicing, and strategic financial planning. This role offers significant growth potential towards a CFO leadership position.Key ResponsibilitiesFinance Management- Oversee full financial management including profit & loss statements, balance sheets, budgeting, cash flow forecasting, and invoicing processes.- Manage end-to-end invoicing, accounts receivable, and accounts payable to ensure timely collections and payments.- Maintain full-cycle bookkeeping and accounting with proficiency in Zoho Books and QuickBooks.- Prepare and present monthly, quarterly, and annual financial reports and MIS for management.- Ensure compliance with all statutory requirements including GST, TDS, Income Tax, payroll, and coordinate with external auditors.- Analyze financial data to identify trends, risks, and opportunities, providing actionable recommendations.Operations Management- Own daily business operations including vendor management, procurement, and workflow/process optimization.- Implement operational efficiencies and best practice frameworks across finance and administrative processes.- Manage contracts, vendor relationships, and internal controls to safeguard companyassetsStrategic Financial Advisory- Act as a key advisor to the leadership team on financial strategy, budgeting, cash flow management, and cost optimization.- Provide insights and recommendations to support strategic decision-making and business growth.- Support fundraising activities by preparing financial data, projections, and investor reporting.- Collaborate cross-functionally to align finance and operational goals with overall company objectives.Required Skills & Experience- CA, MBA Finance, or equivalent with 4–7 years in finance and operations roles.- Proficiency with Zoho Books and QuickBooks for accounting and invoicing.- Deep understanding of profit & loss, balance sheets, budgeting processes, invoicing, and statutory compliance in India.- Experience advising leadership on financial planning, cash flow management, and budget controls.- Operational experience in vendor and contract management, process improvement within startups or SMEs.- Strong analytical, communication, and problem-solving skills.- High ownership, adaptability, and motivation to grow into a CFO role.What We Offer- Competitive fixed salary with performance bonuses.- Equity/ESOP opportunities tied to company growth.- Clear career progression to CFO-level leadership.- A collaborative startup environment working closely with founders.

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