Director of Finance and Operations

4 days ago

Reston, United States IOTAP Inc Full time

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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