Supports leadership with business tracking, strategic initiatives, sales operations, CRM management, accounting, invoicing, financial reporting, expense management, and project resource coordination. Maintains operational and financial trackers, prepares dashboards and summaries, monitors invoices and receivables, supports profitability reporting, coordinates stakeholders, and follows up on deadlines across US and India teams.
Business
Operations & Finance Analyst
Location:
Chennai, India
Experience: 0–2 years | Exceptional fresh graduates encouraged to apply
Education: MBA (Finance, Operations, or General Management) / B.Com
Employment Type: Full-Time
Role
Overview
Cloudrho is
looking for a highly motivated, analytical, and detail-oriented Business
Operations & Finance Analyst to support financial operations, business
management, sales operations, and strategic initiatives.
This is a
high-visibility role that will work closely with the company's leadership team,
providing hands-on exposure to different aspects of running and growing a
global technology consulting business.
The ideal
candidate will be a smart, proactive, and resourceful individual who can go
beyond routine tasks, take ownership of responsibilities, follow through on
commitments, and help bring structure and discipline to day-to-day business
operations.
The role
offers an opportunity to gain practical experience across finance, sales,
project operations, and strategic business initiatives, working with
stakeholders across the US and India.
Key
Responsibilities
1.
Business Operations & Executive Support
- Work closely with company
leadership to coordinate and track key business activities, priorities,
and initiatives.
- Maintain a centralized tracker of
strategic projects, business initiatives, milestones, action items, and
deliverables.
- Proactively follow up with
internal stakeholders to ensure commitments and deadlines are met.
- Prepare periodic business
updates, management summaries, dashboards, and presentations.
- Help establish and improve
operational processes, reporting mechanisms, and internal workflows.
- Support coordination across
finance, sales, HR, delivery teams, and external stakeholders.
- Assist leadership with ad hoc
business analysis, research, and special projects as required.
2. Sales
Operations & CRM Management
- Maintain and regularly update the
company's CRM with leads, opportunities, customer interactions, deal
stages, and next steps.
- Track sales pipeline activities,
opportunity progression, and follow-up commitments.
- Coordinate with internal
stakeholders to ensure CRM information is accurate and up to date.
- Prepare sales pipeline summaries,
opportunity trackers, and periodic business development reports.
- Track customer proposals,
Statements of Work (SOWs), contracts, renewals, and key commercial
milestones.
- Assist in preparing customer
presentations, proposals, and other business development documentation.
- Help track strategic
partnerships, partner-related activities, and business development
initiatives.
3.
Accounting & Invoicing
- Assist with categorizing routine
transactions in the accounting tool for the US and India entities.
- Upload and maintain customer
invoices, vendor bills, and supporting documentation in the accounting
system.
- Support customer invoicing based
on commercial terms documented in MSAs and SOWs.
- Maintain trackers for customer
invoices, vendor bills, payment terms, and outstanding amounts.
- Follow up with relevant
stakeholders on overdue payments and maintain receivables status reports.
- Coordinate with vendors and
contractors on timesheet submissions and invoicing.
- Identify invoice or payment
discrepancies and coordinate their resolution.
- Support monthly Profit & Loss
(P&L) reporting and other financial summaries under guidance.
4.
Financial Reporting & Expense Management
- Maintain monthly financial
trackers for project revenue, costs, expenses, and cost allocations.
- Track employee and contractor
project allocations to support project-level cost reporting.
- Assist in preparing project
profitability, margin, and resource utilization reports.
- Help track bench costs,
overheads, and selling, general, and administrative expenses.
- Collect, verify, and process
employee travel and project-related expense claims.
- Categorize approved expenses and
associate them with relevant projects in Zoho Books.
- Support preparation of customer
expense invoices and reimbursement tracking.
- Coordinate with external
accountants and internal stakeholders on compliance activities and payment
deadlines.
- Maintain financial and compliance
trackers and proactively follow up on pending items.
5. Project
& Resource Operations
- Maintain visibility into active
customer engagements, strategic projects, key milestones, and delivery
commitments.
- Work with project managers to
track project status, upcoming deliverables, and action items.
- Support SOW preparation,
documentation, renewals, and commercial follow-ups.
- Assist in tracking resource
assignments, project onboarding, and utilization.
- Coordinate with HR and delivery
teams on employee and contractor onboarding through customer portals.
- Identify upcoming deadlines,
dependencies, and operational risks and highlight them to management.
Requirements
Qualifications
& Experience
- MBA or B.Com degree from a
reputed institution, preferably with a specialization in Finance,
Operations, or Business Management.
- 0–2 years of relevant experience.
Strong fresh graduates with demonstrated analytical and organizational
capabilities are welcome.
- Strong proficiency in Microsoft
Excel, including formulas, data analysis, reporting, and maintaining
structured trackers.
- Good working knowledge of
Microsoft PowerPoint and Word.
- Basic understanding of
accounting, financial reporting, and business operations.
- Exposure to Zoho Books, CRM
platforms, or reporting tools is an advantage, but not mandatory.
- Strong written and verbal English
communication skills.
- Ability to work independently,
manage multiple priorities, and coordinate effectively with stakeholders
across different time zones.
What We
Are Looking For
Beyond
academic qualifications, we are particularly interested in individuals who
demonstrate:
- High ownership and
accountability: Someone who takes responsibility and ensures tasks are
completed without constant supervision.
- Strong analytical thinking:
Ability to work with numbers, interpret information, identify gaps, and
present meaningful insights.
- Excellent organizational skills:
Ability to manage several activities simultaneously while maintaining
attention to detail.
- Proactive follow-through: Someone
who anticipates next steps, follows up consistently, and keeps activities
moving.
- Business curiosity: Genuine
interest in understanding how a business operates, grows, and makes
decisions.
- Resourcefulness and adaptability:
Comfortable handling unfamiliar tasks, learning new tools, and solving
problems independently.
- Professional communication:
Confidence to engage with internal teams, vendors, and business
stakeholders.
Benefits
Why Join
Cloudrho?
- Work closely with the leadership
of a growing global technology consulting company.
- Gain exposure to finance, sales,
customer engagements, strategic initiatives, and business decision-making.
- Develop a broad understanding of
how an international consulting business operates.
- Take on meaningful
responsibilities early in your career, with opportunities to grow into
broader business operations, finance, or management roles.
- Be part of an entrepreneurial
environment that values initiative, ownership, and continuous learning.
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