Finance Operations Specialist
Core
Operational reference point for Finance Team across international markets, focusing on CRM building, data architecture, and reporting.
Role type
Finance Operations Specialist (CRM & Data)
Builds
CRM workflows, data pipelines, and reliable dashboards/reports
Domain
SaaS / Legal Tech / Finance Operations
Deliverable
dashboards & analysis
Required skills
CRM configuration and optimization, data extraction and cleaning, report creation, process mapping, stakeholder requirement gathering, Excel/Google Sheets proficiency
Preferred skills
Degree in Management Engineering/Economics/Finance, experience in fast-growing tech/SaaS contexts
Technologies
Light (CRM), Excel, Google Sheets
Responsibilities
Configure and optimize CRM logic and workflows; Build and maintain cross-country data dashboards; Translate finance team needs into technical computer flows; Proactively identify and resolve process failures or data flow issues
Seniority
Mid-level, hands-on IC