Falkondata
Website:
falkondata.com
Job details:
Director / Manager of Finance & Operations — U.S. Finance & AccountingLocation
India — Remote
This position is based in India and supports a U.S.-based company. The successful candidate must have strong experience working with U.S. companies and U.S. accounting and financial reporting practices.
This is a full-time, hands-on individual-contributor position. The role does not currently have a finance or accounting team reporting to it.
Role Description
The Director of Finance & Operations is responsible for the day-to-day financial and operational management of SimpleChime, a U.S.-based healthcare technology company.
While the position is located in India, the individual will be responsible for maintaining the company's financial records and reporting according to U.S. accounting practices and standards and must be comfortable working with U.S. customers, vendors, banks, accountants, and company leadership.
This is not a traditional Director position focused primarily on managing a team. The person in this role will personally perform and own the company's day-to-day finance and accounting work.
Responsibilities include bookkeeping, accounting, customer invoicing, collections, accounts payable, bank and account reconciliations, month-end close, financial statements, cash-flow management, budgeting, forecasting, and management reporting.
Core ResponsibilitiesBookkeeping & Accounting
- Personally manage the company's day-to-day bookkeeping in QuickBooks.
- Maintain an accurate general ledger and chart of accounts.
- Record and properly categorize financial transactions.
- Manage journal entries, accruals, reconciliations, and other accounting adjustments.
- Perform monthly bank, credit card, and balance-sheet reconciliations.
- Manage the monthly financial close process.
- Maintain accurate supporting documentation and financial records.
- Coordinate with the company's U.S. CPA, tax advisors, payroll providers, and other outside financial partners.
- Maintain the books in accordance with appropriate U.S. accounting and reporting practices.
Financial Statements & Reporting
The candidate must have the ability to independently create, review, understand, and explain financial statements, including:
- Income Statement / Profit & Loss Statement (P&L)
- Balance Sheet
- Cash Flow Statement
The individual should understand how transactions flow through the financial statements and be able to identify errors, inconsistencies, unusual trends, and areas requiring management attention.
The role will prepare monthly financial reporting for company leadership and provide clear explanations of actual results versus budget and forecast.
Cash Flow Management
- Maintain visibility into the company's current cash position.
- Prepare and maintain short- and long-term cash-flow forecasts.
- Forecast expected customer collections and company expenditures.
- Manage the timing of accounts receivable and accounts payable.
- Identify potential cash-flow issues before they occur.
- Provide leadership with regular reporting on cash position and expected future cash requirements.
- Understand the relationship between profitability, working capital, and actual cash generation.
Customer Invoicing & Collections
This position personally owns the customer billing and collection process, including:
- Creating and sending customer invoices.
- Ensuring invoices are accurate and sent on schedule.
- Recording and reconciling customer payments.
- Maintaining accounts-receivable aging reports.
- Monitoring outstanding and past-due invoices.
- Personally following up with customers on unpaid invoices.
- Resolving billing discrepancies and payment issues.
- Driving timely collection of accounts receivable.
- Providing leadership with visibility into overdue accounts and collection risks.
Accounts Payable & Vendors
- Review and process vendor invoices.
- Maintain vendor records.
- Coordinate and schedule vendor payments.
- Ensure expenses are properly categorized and recorded.
- Reconcile vendor accounts when necessary.
- Manage selected vendor relationships and contracts.
FP&A & Business Operations
- Develop and maintain annual budgets and financial forecasts.
- Prepare monthly budget-to-actual variance analysis.
- Develop management dashboards and KPIs.
- Monitor revenue, expenses, gross margin, profitability, and cash flow.
- Support leadership with financial modeling and business analysis.
- Help establish scalable operational processes and internal controls.
- Identify operational inefficiencies and recommend improvements.
- Support leadership on strategic initiatives and long-term planning.
Required Qualifications
- Significant hands-on QuickBooks experience is required.
- Strong understanding of U.S. accounting practices and financial reporting.
- Prior experience supporting the finance/accounting function of a U.S.-based company is strongly preferred.
- Demonstrated ability to independently create and analyze Income Statements, Balance Sheets, and Cash Flow Statements.
- Strong knowledge of bookkeeping, general ledger accounting, reconciliations, journal entries, accruals, and month-end close.
- Hands-on experience with accounts receivable, customer invoicing, and collections.
- Experience personally following up with customers regarding outstanding invoices.
- Experience managing accounts payable and vendor payments.
- Strong understanding of cash-flow management and cash-flow forecasting.
- Experience with budgeting, forecasting, variance analysis, and management reporting.
- Strong Excel or Google Sheets skills.
- Excellent written and verbal English communication skills.
- Comfortable communicating directly with U.S.-based customers, vendors, accountants, and executives.
- Ability to work independently and take complete ownership of assigned responsibilities.
- Strong attention to detail and ability to identify and resolve financial discrepancies.
- Comfortable operating in a small, entrepreneurial, fast-growing company where responsibilities may extend beyond a traditional job description.
- Experience with SaaS, technology, healthcare, or recurring-revenue businesses is preferred.
- Bachelor's degree in Accounting, Finance, Business, or a related field.
- CA, CPA, CMA, MBA, or similar qualification is a plus.
Important: This Is a Hands-On Individual-Contributor Role
SimpleChime is a small and growing U.S. company. This role is not about managing a large finance department or delegating accounting work to others.
The successful candidate will personally perform much of the company's finance and accounting work.
On any given day, that could mean:
Entering or reviewing transactions in QuickBooks → reconciling bank accounts → sending customer invoices → following up on overdue invoices → reviewing cash flow → preparing the monthly P&L → analyzing financial performance → discussing results with company leadership.
We are looking for someone who is comfortable operating at both levels: doing the accounting work accurately and understanding what the numbers mean for the business.
- The ideal candidate takes ownership of the company's financial processes and ensures that the books, billing, collections, reporting, and cash management are accurate, timely, and well controlled.
Click on Apply to know more.
