Financial Operations Specialist

4 days ago


Alleppey, Kerala, India beBeeBookkeeper Full time ₹ 20,00,000 - ₹ 25,00,000
Reporting and Bookkeeping Professional

This role involves managing the reporting, documentation, and internal coordination across multiple departments. The ideal candidate should have experience in creating and managing recurring reports, tracking financial portfolios and business expenses, maintaining spreadsheets and trackers, and supporting senior-level staff with time-sensitive reports.

Key Responsibilities:
  • Develop and manage recurring reports for various departments and projects
  • Track and report on financial investments, bonds, and business expenses
  • Maintain multiple spreadsheets, trackers, and performance documents
  • Organize data into a digestible format to support operational decision-making
  • Manage disbursements, vendor payments, and summary sheets
  • Collaborate with senior staff to develop and deliver timely reports and summaries
  • Assist in basic financial analysis and reporting
Requirements:
  • At least 5 years of experience in reporting, management information systems (MIS), or coordination roles
  • Qualification - Bachelor's degree in Finance or related field
  • Proficiency in Excel, including pivot tables, vlookup formulas, and multi-sheet management
  • Experience working directly with leadership or in small teams is an asset
  • Ability to handle complex data sets across domains
  • Excellent written and verbal communication skills
  • Self-motivated and reliable, with strong organizational and time-management skills
  • Proficient in process automation through advanced Excel techniques
  • Ability to assist with the development of ad-hoc reports using Excel and other operational tools to address business needs


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