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Finance & Client Operations Executive

1 month ago

Gurgaon, Haryana, India Invincible Ocean | InvincibleMeta Full time

Job Title: Finance & Client Operations Executive

Location: Gurgaon (On-Site)

 Experience: 1-3 years

 Industry: AI | FinTech | SaaS

 Company: Invincible Ocean Pvt. Ltd.

About Us:

Invincible Ocean is a next-generation AI-driven technology company building cutting-edge solutions for Fintech, Banking, CloudOps, and Automotive Intelligence. With clients across India and global expansion underway, we're looking for a detail-oriented finance professional who can ensure smooth backend operations while maintaining exceptional client communication.

Key Responsibilities:

  • Invoice Management:
  • Consolidate and generate client invoices (monthly/quarterly).
  • Maintain accurate records of invoicing and billing history.
  • Client Coordination:
  • Follow up with clients for payment status and resolve billing queries.
  • Maintain professional and timely communication with clients and internal teams.
  • Zoho Updates:
  • Manage finance-related updates on Zoho Books/CRM (as applicable).
  • Ensure real-time accuracy of data across the system.
  • MIS & Reporting:
  • Maintain and regularly update MIS sheets related to revenue, dues, and projections.
  • Prepare financial dashboards and weekly summaries for internal review.
  • Statement & Reconciliation:
  • Analyze client-wise payment statements.
  • Perform reconciliation of payments received vs invoices raised.
  • Documentation:
  • Maintain digital records of contracts, POs, and client agreements.
  • Coordinate with internal stakeholders for financial documentation and compliance.

Key Skills & Requirements:

  • Strong communication skills (verbal and written)- client-facing role.
  • Working knowledge of Zoho Books / Zoho CRM preferred.
  • Excel/Google Sheets proficiency (including pivot tables, VLOOKUP, etc.).
  • Prior experience in invoice tracking and client payment follow-ups.
  • Organized, proactive, and self-driven mindset.

Bonus Points:

  • Background in SaaS/Fintech or B2B product companies.
  • Experience in managing collections or AR (Accounts Receivable).