Finance & Client Operations Executive

4 weeks 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).

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