Operations & Finance Lead

Job Title: Operations & Finance Lead

Position Type: Full-Time, Remote

About the Role

We’re hiring an Operations & Finance Lead to take ownership of financial operations, reporting accuracy, operational workflows, and internal systems across the business.

This is a high-ownership role for someone who combines strong accounting and finance expertise with operational thinking and process improvement capabilities.

You will be responsible for maintaining financial accuracy, improving workflows, managing KPIs, supporting ERP systems, and ensuring operational processes run efficiently across the organization.

The ideal candidate is highly analytical, detail-oriented, proactive, and comfortable operating independently in a fast-paced environment.

Responsibilities

Finance Ownership

• Maintain accurate financial records including P&L, Balance Sheet, and Cash Flow statements

• Manage reconciliations across banking, transactions, and inventory-related financial activity

• Track and report on key business KPIs and financial performance metrics

• Monitor cash flow and proactively identify financial risks or inconsistencies

• Identify gaps, errors, and opportunities to improve financial performance and reporting accuracy

Systems & Process Improvement

• Support and optimize ERP and financial systems, including Zoho or similar platforms

• Improve financial workflows, reporting structures, and internal controls

• Ensure data consistency and accuracy across operational and financial systems

• Help streamline processes to improve efficiency and scalability

Operations Support

• Improve SOPs, operational workflows, and internal processes

• Support inventory tracking and operational coordination

• Ensure systems and processes are being used effectively across the team

• Assist in creating operational structure and accountability

Team Collaboration

• Provide support and guidance to junior operations and finance team members

• Review outputs to ensure accuracy, quality, and timely completion

• Collaborate cross-functionally to improve operational efficiency and communication

Customer & Accounts Coordination

• Manage accounts receivable follow-ups and coordination

• Communicate professionally with customers when needed regarding payments or operational matters

• Support order coordination and operational follow-through

What Makes You a Strong Fit

• You combine strong finance knowledge with operational thinking

• You are highly detail-oriented and structured in your approach

• You proactively identify problems and improve processes without waiting for direction

• You are comfortable owning financial reporting and operational accountability

• You communicate clearly and professionally across teams and with customers

• You thrive in fast-paced environments where accuracy and execution matter

Required Experience & Skills

Must-Have Requirements (Non-Negotiable)

• Strong accounting or finance background

• CPA, CMA, ACCA, or equivalent certification preferred

• Proven experience owning financial reporting and reconciliations

• Strong understanding of cash flow management, KPIs, and business performance metrics

• Excellent English communication skills (written and verbal)

• Strong attention to detail and organizational ability

• Proactive problem-solving mindset

• Experience working with ERP or financial systems

Nice-to-Have Experience

• Experience in inventory-based, e-commerce, or distribution businesses

• Familiarity with Zoho ERP or similar platforms

• Experience improving workflows, SOPs, or operational systems

• Exposure to AI tools and automation platforms to improve efficiency

What Does a Typical Day Look Like?

Your day will revolve around maintaining financial accuracy, improving workflows, supporting operational processes, and ensuring visibility across key business metrics.

You will

• Review financial records, reconciliations, and reporting accuracy

• Monitor KPIs, cash flow, and operational performance

• Coordinate with internal teams on financial and operational tasks

• Improve systems, workflows, and reporting structures

• Support accounts receivable follow-ups and operational coordination

• Ensure operational processes remain organized, scalable, and efficient

In essence: you are the person ensuring the business operates with financial clarity, operational structure, and process efficiency.

Key Metrics for Success (KPIs)

• Accuracy and timeliness of financial reporting

• Cash flow visibility and reconciliation accuracy

• Improvement in operational workflows and reporting systems

• Reduction in financial errors or inconsistencies

• ERP/system utilization and process efficiency improvements

• Timely completion of accounts receivable follow-ups

Compensation & Benefits

• Competitive compensation based on experience

• Fully remote work environment

• Opportunity to work closely with leadership and impact business operations

• Exposure to both finance and operational strategy

• Collaborative and growth-focused team environment

Interview Process

• Initial Screening Call

• Finance & Operations Interview

• Final Interview with Leadership

• Offer & Onboarding

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