Business Operations & Finance Associate
Core
Support financial operations, business management, sales operations, and strategic initiatives for a global technology consulting business.
Role type
Business Operations & Finance Analyst
Builds
Dashboards, management summaries, sales pipeline trackers, financial reports, and operational workflows.
Domain
Technology consulting, finance, and business operations
Deliverable
dashboards & analysis
Required skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, accounting basics, financial reporting, CRM management, stakeholder coordination
Preferred skills
Zoho Books, CRM platforms, reporting tools
Responsibilities
Maintain centralized trackers for strategic projects and business initiatives; update CRM with leads, opportunities, and deal stages; assist with categorizing transactions and maintaining customer/vendor invoices; prepare monthly financial trackers for revenue, costs, and expenses; track project profitability and resource utilization; coordinate with stakeholders on deadlines and operational risks.
Seniority
Junior, 0–2 years experience
