Finance Operations Executive - Budgeting, Forecasting (FP&A), Banking

Executive Summary

As the trusted technology and business partner of leading MNCs, including Global Investment Banks, Smart IMS is also a Microsoft Gold Certified Partner, Oracle Platinum Partner and AWS MSP Partner.

We are seeking a detail-oriented and analytical Finance Operations Executive to support financial reporting, operational processes, system improvements, and business analysis activities. We are looking for candidates with experience in FP&A, finance operations, accounting support, with strong analytical and technical skills.

Key Responsibilities:

Financial Operations & Reporting:

• Prepare financial reports, reconciliations, and operational analysis
• Support budgeting, forecasting, and financial planning activities
• Analyze financial and operational data to support business decision-making
• Ensure timely and accurate preparation of reports and documentation

Banking & Administrative Support:

• Liaise with banks and vendors on operational and administrative matters
• Review and process vendor invoices and payment-related documentation
• Support internal stakeholders on finance and operational requests
• Handle vendor queries and follow up on outstanding matters

Operations & Process Improvement:

• Review and improve operational workflows and internal processes
• Support automation initiatives using Microsoft Office tools, Access, and VBA
• Prepare and maintain operational documentation, reports, and procedures
• Participate in system enhancement and digitalization initiatives

Systems & Project Support:

• Assist in system implementation and enhancement projects
• Support user testing, data validation, and reporting requirements
• Coordinate with stakeholders during system upgrades and process changes

Customer Orders Management:

• Coordinate order processing, delivery, and returns of customer orders
• Ensure fulfilment timelines meet operational and platform requirements
• Work closely with internal teams to resolve operational issues

Risk, Compliance & Controls:

• Ensure compliance with company policies and operational procedures
• Support audit and documentation requirements
• Maintain accuracy and integrity of financial and operational records

Key Requirements:

• Bachelor’s Degree in Accountancy, Finance, Business, or related discipline
• Candidates with FP&A, finance operations and accounting experience
• Proficiency in Microsoft Excel, Microsoft Office, Access, and VBA
• Strong analytical and problem-solving skills
• Good organizational and time management abilities
• High attention to detail and accuracy
• Good communication and stakeholder management skills
• Ability to work independently in a fast-paced environment

Preferred Experience:

• Experience in process improvement or automation initiatives
• Familiarity with financial systems and reporting tools
• Exposure to e-commerce or operational finance environments is an added advantage