Sr Executive/ Executive - FinOps/Recon

Job Description:

Role Overview: We are seeking a Financial Operations Specialist to manage partner-level commercials, handle day-to-day reconciliation, and oversee disbursement data. The ideal candidate will work closely with product and technology teams, develop partner-level P&L, and drive process efficiencies.

Key Responsibilities:

• Understand commercials and costs associated with end-to-end operations of each partnership.
• Work on reconciliation and accounting requirements, and articulate these to the product and tech teams.
• Develop and enhance partner-level P&L and suggest better processes for efficiency.
• Resolve unreconciled transactions by connecting with respective teams.
• Eliminate manual processes by collaborating with Product & Tech teams.
• Track metrics such as projected vs. actual volumes, IRR, number of loans, portfolio classes, target segments, and consumer profiles.
• Write and execute business requirement documents and test cases.
• Integrate with banks, payment gateways, and other data sources for reconciliation.
• Process disbursal requests, reconcile repayment data, ensure system updates, and manage NPA settlements.
• Share data with the finance team to raise invoices based on commercial arrangements.
• Handle daily reconciliation and disbursement data.
• Update NACH Marking and Bounce charges daily.
• Maintain and manage disbursement MIS records consistently.
• Track partner performance and maintain the master tracker monthly.

Qualifications & Experience:

• CA / BBA, MBA (Finance) / CFA; Graduate/ Post Graduate from top college / University
• 2+ years of experience in Financial/NBFC/Banking or related industries, with a background in similar FinOps roles.

Skills & Knowhow:

• Strong interpersonal and communication skills with effective problem-solving abilities.
• Detail-oriented and deadline-driven.
• In-depth understanding of process documentation.
• Experience in a high-velocity, ambiguous environment.
• Ability to prioritize, organize, and execute tasks with minimal supervision.
• Strong analytical skills and comfort with multitasking to drive operational efficiency.

Perks and Benefits:

• Alternate Saturday off.
• Medical benefits.