Financial Operations Specialist

3 days ago


Thoothukudi, Tamil Nadu, India beBeeFinancial Full time ₹ 8,40,000 - ₹ 12,10,000

Job Title: Financial Operations Specialist

Are you a meticulous and organized professional seeking to make a meaningful impact in a dynamic investment firm? We are looking for a highly skilled Financial Operations Specialist to join our core team.

This key role involves managing financial reporting, documentation, and internal coordination across multiple verticals. You will play a pivotal part in bringing structure to operations, building clean reports, and enabling data-driven decisions at a leadership level.

  • Create and manage recurring financial reports across departments/projects
  • Track and report on real estate investments, financial portfolio, 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 Director with time-sensitive reports, internal coordination, and documentation
  • Assist in basic financial summaries and reporting
  • Manage complex financial data accurately and efficiently

Requirements:

  • Minimum 5 years of experience in reporting, MIS, or coordination roles
  • Qualification - Bachelors in Finance or related field
  • Strong Excel skills (Pivot Tables, VLOOKUP, formulas, multi-sheet management)
  • Experience in 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
  • Process automation through Advanced Excel
  • Assist with the development of ad-hoc reports using Excel and other operational tools to address business needs

Benefits:

  • Direct exposure to business leadership
  • High ownership role in a lean, impactful setup
  • Clean work environment with a long-term growth mindset
  • Competitive salary and visibility within the core team

Join our dynamic team and take your career to the next level

We are an investment firm dedicated to providing customized and tailored investment services to our esteemed clients.



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