egen.ai - Manager - Finance Operations

Finance Operations Manager

Position Overview:

Finance Ops Manager is responsible for managing and optimizing the processes and tools used in delivering professional services.

Finance Ops Manager is responsible for project management, resource allocation, time tracking, billing, and reporting. The goal is to ensure efficient and effective service delivery, improve utilization rates, and enhance overall project profitability.

Key Responsibilities:

Project Management:

- Overseeing project planning, execution, and delivery.

- Ensuring projects are completed on time, within scope, and budget.

- Managing project timelines, milestones, and deliverables.

Resource Management:

- Allocating resources (personnel, equipment, etc.) to projects.

- Monitoring resource utilization and optimizing resource deployment.

- Balancing workload among team members.

Time and Expense Tracking:

- Implementing and maintaining time tracking systems.

- Ensuring accurate recording of billable hours and expenses.

- Reviewing and approving timesheets and expense reports.

Billing and Invoicing:

- Overseeing generation and managing invoices based on project milestones and time tracking data.

- Ensuring accurate and timely billing to clients.

- Addressing billing discrepancies and client queries.

Reporting and Analytics:

- Create and distribute regular reports on project status, resource utilization, financial performance, etc.

- Analyzing data to identify trends, issues, and opportunities for improvement.

- Providing insights and recommendations to senior management.

Process Improvement:

- Identifying areas for process improvement within the PSA system.

- Implementing best practices and new tools to enhance efficiency.

- Training team members on new processes and tools.

Collaboration and Communication:

- Coordinating with different departments (e.g., finance, HR, IT) to ensure smooth operations.

- Communicating project status and issues to stakeholders.

- Facilitating team meetings and status updates.

Required Skills and Qualifications:

- Project Management: Strong project management skills and experience with project management tools (e.g., MS Project, Asana, Trello).

- Analytical Skills: Ability to analyze data, generate reports, and provide actionable insights.

- Technical Proficiency: Familiarity with PSA software (e.g., NetSuite OpenAir, Kimble, Mavenlink). FinancialForce (Certinia) would be a plus.

- Communication: Excellent verbal and written communication skills.

- Organizational Skills: Strong organizational skills and attention to detail.

- Problem-Solving: Ability to identify issues and develop effective solutions.

- Collaboration: Ability to work effectively in a team environment and collaborate with various stakeholders.

- Adaptability: Ability to adapt to changing priorities and manage multiple tasks simultaneously.