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 DaysRole OverviewWe 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 Responsibilities1) Financial & Commercial Analysis (Core Focus)Build and maintain Excel-based financial trackers for revenue, billing, margins, and resource utilizationAnalyze SOW financials, including billing rates, cost vs revenue, and margin trackingTrack invoicing triggers, PO status, and revenue realizationGenerate weekly/monthly financial reports (MIS) for account performanceIdentify risks such as revenue leakage, delays in billing, or renewal gaps2) Advanced Excel & Reporting (Critical Skill)Create and manage complex Excel dashboards using:Pivot TablesVLOOKUP/XLOOKUPConditional formattingData validationMaintain accurate, real-time trackers for:Staffing pipelineRenewals and contract timelinesFinancial performanceEnsure data accuracy, consistency, and reporting automation wherever possible3) Account Operations & Management SupportSupport Account Managers with data-driven insights and reportingTrack account health metrics (open roles, closures, revenue, renewals)Prepare client-ready reports and summariesManage action trackers and ensure closure of key deliverablesAct as a single point of coordination across recruiters, finance, and account teams4) Staffing & SOW CoordinationTrack SOW lifecycle: creation, renewals, extensions, and closuresMaintain contract and resource data: start/end dates, rates, role mappingCoordinate interview scheduling, onboarding, and documentation trackingEnsure timely follow-ups with zero delays across stakeholdersMust-Have Skills (Strict Screening Criteria)Advanced Excel Expertise (Mandatory)Strong hands-on with formulas, dashboards, and reportingFinancial Analysis SkillsRevenue tracking, margin analysis, billing understandingAccount Management / Coordination ExperienceStrong analytical and problem-solving abilityExcellent communication and follow-up skillsAbility to work in high-pressure, night shift environmentPreferred Skills (High Value in Indian Market)Experience in staffing / consulting / IT services companiesExposure to MIS reporting or finance operationsKnowledge of SOWs, billing cycles, and revenue trackingFamiliarity with CRM tools (Salesforce, Zoho, HubSpot)
Job Title
Account Operations & Financial Analyst