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

1) 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

2) 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

3) 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

4) 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, HubSpot)