Account operations & financial analyst

Job Description – Account Operations & Financial Analyst (Excel & Account Management Focus)

Job Title: Account Operations & Financial Analyst (SOW & Staffing)

Location: India (Remote)

Shift: IST Night Shift (US overlap – up to 4:00 AM IST)

Experience: 3–6 Years

Notice Period: 0–30 Days

Role Overview

We are looking for a detail-oriented Account Operations Specialist with strong Excel and financial analysis capabilities , who can manage operational workflows while supporting account performance and commercial tracking.

This role blends operations execution + financial tracking + account coordination , making it ideal for candidates with experience in staffing, finance operations, MIS reporting, or account management support .

Key Responsibilities

• Financial & Commercial Analysis (Core Focus) Build and maintain Excel-based financial trackers for revenue, billing, margins, and resource utilization Analyze SOW financials , including billing rates, cost vs revenue, and margin tracking Track invoicing triggers, PO status, and revenue realization Generate weekly/monthly financial reports (MIS) for account performance Identify risks such as revenue leakage, delays in billing, or renewal gaps
• Advanced Excel & Reporting (Critical Skill) Create and manage complex Excel dashboards using: Pivot Tables

VLOOKUP/XLOOKUP

Conditional formatting

Data validation

Maintain accurate, real-time trackers for: Staffing pipeline

Renewals and contract timelines

Financial performance

Ensure data accuracy, consistency, and reporting automation wherever possible

• Account Operations & Management Support Support Account Managers with data-driven insights and reporting Track account health metrics (open roles, closures, revenue, renewals) Prepare client-ready reports and summaries Manage action trackers and ensure closure of key deliverables Act as a single point of coordination across recruiters, finance, and account teams
• Staffing & SOW Coordination Track SOW lifecycle : creation, renewals, extensions, and closures Maintain contract and resource data : start/end dates, rates, role mapping Coordinate interview scheduling, onboarding, and documentation tracking Ensure timely follow-ups with zero delays across stakeholders

Must-Have Skills (Strict Screening Criteria) Advanced Excel Expertise (Mandatory) Strong hands-on with formulas, dashboards, and reporting

Financial Analysis Skills Revenue tracking, margin analysis, billing understanding

Account Management / Coordination Experience Strong analytical and problem-solving ability Excellent communication and follow-up skills Ability to work in high-pressure, night shift environment

Preferred Skills (High Value in Indian Market) Experience in staffing / consulting / IT services companies Exposure to MIS reporting or finance operations Knowledge of SOWs, billing cycles, and revenue tracking Familiarity with CRM tools (Salesforce, Zoho, Hub Spot)