Manager - Finance and Operations
3 weeks ago
Job Type
Full-time
Description
IOTAP Inc. is a dynamic and forward-looking software company that specializes in providing innovative solutions for the Microsoft Cloud Service Provider (CSP) ecosystem. IOTAP is the creator of Work 365. Work 365 is a leading subscription management and billing automation application.
As a trusted Microsoft partner, Work 365 is dedicated to simplifying and optimizing the billing and subscription management processes for CSPs and their customers. Our flagship product is a comprehensive platform that automates and streamlines invoicing, service delivery, and customer engagement, empowering CSPs to enhance operational efficiency and customer satisfaction. Joining Work 365 means becoming part of a team that thrives on innovation, fosters a collaborative work environment, and contributes to the success of thousands of CSPs worldwide. If you are passionate about cutting-edge technology, customer-centric solutions, and being at the forefront of the Microsoft Cloud revolution, Work 365 offers an exciting and rewarding career opportunity.
RESPONSIBILITIES:
This role will report to the CEO with an oversight on internal business operations that involve Finance, HR and IT.
Finance Management
Lead the budget creation activities
Oversee AP and AR functions
Manage and Report on Business Operational metrics
Develop and maintain revenue and cost forecasts
Provide monthly financial reporting and analysis of financial statements, including statement of activities, fund balance, and sources/uses of funds to Senior Leadership and Board
Provide administrative assistance, including oversight of facility vendors and contracts, and establishing and managing vendor accounts and relationships.
Improve operational systems, processes, and policies - specifically, better management reporting, information flow and management, business process, and organizational planning
Oversee day-to-day processing of Banking and Business Operational Accounts
Reconcile monthly activity, generate year-end reports, and fulfill tax-related requirements
Manage month-end and year-end closure procedures
Support Tax filings and payroll reports
Operations Management
Manage and oversee internal operations around human resources, finance, payroll, and Company administration.
Creating strategies and policies for company growth
Overseeing and leading HR operations around talent management.
Partner with cross-functional teams in HR, IT, and Accounts
Work closely with legal and compliance departments to ensure that Business Operations remain compliant
Requirements
Bachelor's degree or a minimum of five (5) years of experience in Finance and/or Operations
Knowledge of financial principles and business finance.
Understanding of SaaS and Technology Services business
Strong working knowledge of Systems including Cloud Based application
Must have experience in reporting financial statements
Proficiency in conflict management and business negotiation processes
Strong skills in budget development and oversight
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