Financial Operations Specialist

2 days ago

Bareilly, Uttar Pradesh, India beBeeBookkeeper Full time ₹ 45,00,000 - ₹ 80,00,000

Job Summary:

We are seeking a highly skilled Bookkeeper and Reporting Specialist to join our organization in a key role.

This position involves managing financial reporting, documentation, and operational coordination across multiple departments, primarily for an investment-focused company.

The ideal candidate will play a critical part in bringing structure to operations, building comprehensive reports, and enabling data-driven decisions at a senior level.

Key Responsibilities

  • Create and maintain recurring financial reports across departments/projects
  • Track and report real estate investments, financial portfolio (bonds), and business expenses
  • Maintain multiple spreadsheets, trackers, and performance documents
  • Organize and structure operational data in a digestible format
  • Track disbursements, vendor payments, and summary sheets
  • Support leadership with time-sensitive reports, internal coordination, and documentation
  • Assist in basic financial summaries and reporting

Requirements

  • Minimum 5 years of experience in reporting, MIS, or coordination roles
  • Qualification - Bachelor's degree in Finance or related field
  • Strong Excel skills (Pivot Tables, VLOOKUP, formulas, multi-sheet management)
  • Experience working directly with leadership or in small teams is a plus
  • Comfortable handling data across domains
  • Excellent communication and documentation skills
  • Self-motivated and reliable, with the ability to meet deadlines without supervision

Company Benefits

  • Direct exposure to business leadership
  • High ownership role in a lean, impactful setup
  • Clean work environment with a long-term growth mindset

Additional Requirements:

  • Strong organizational and analytical skills
  • Ability to maintain confidentiality and handle sensitive information
  • Excellent written and verbal communication skills

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