Finance and Operations Manager
Techno Orbits
Total years of experience :14 years, 6 Months
• Maintain constant communication with management, staff, and vendors to ensure proper operations of the organization.
• Develop, implement, and maintain quality assurance protocols.
• Grow the efficiency of existing organizational processes and procedures to enhance and sustain the organization’s internal capacity.
• Actively pursue strategic and operational objectives.
• Ensure operational activities remain on time and within a defined budget.
• Track staffing requirements, hiring new employees as needed.
• Oversee accounts payable and accounts receivable departments.
• Lead, motivate, and support a large team within a time-sensitive and demanding environment, including setup and implementation of career development plans for all direct reports and problem resolution.
• Manage timely data collection to update operations metrics to achieve productivity targets, reduce cost per unit, eliminate errors, and deliver excellent customer service.
• Partner with cross-functional support teams in improving the proprietary tools and systems.
• Work closely with legal and safety departments to make sure activities remain compliant.
• Oversee materials and inventory management.
• Conduct budget reviews and report cost plans to upper management.
Collecting, interpreting, and reviewing financial information
•Predicting future financial trends
•Reporting to management and stakeholders, and providing advice how the company and future business decisions might be impacted
•Producing financial reports related to budgets, account payables, account receivables, expenses etc.
•Developing long-term business plans based on these reports
•Reviewing, monitoring, and managing budgets
•Developing strategies that work to minimize financial risk
•Analyzing market trends and competitors.
Manage all accounting operations including Billing, A/R, A/P, GL and Counsel, Cost Accounting, Inventory Accounting and Revenue Recognition.
•Support month-end and year-end close process
•Ensure quality control over financial transactions and financial reporting
•Manage and comply with local, state, and federal government reporting requirements and tax filings
•Prepares monthly financial statements and other reports to summarize and interpret current and projected company financial position. Ensures integrity of all financial information.
•Develop and document business processes and accounting policies to maintain and strengthen internal controls.
•Follow and maintain IFRS reporting standards.
•Lead efficient and effective Finance & Accounts functions guiding the organizations to efficiently use the resources at the same time delivering value to the customers.
•Ensure quality control over financial transactions on sales and collections and manage the reporting process, procedures, and systems.
•Responsible for asset and liability management - managing risk in relation to setting and achieving the organizations objectives and implementing and monitoring effective internal control systems.
•Prepare and publish timely monthly financial statements
•Evaluates current accounting practices and policies and drives continuous improvement.
•Prepares work papers and supporting schedules for the annual financial review.
•Participate in financial standards setting and in forecast process.
•Develops and implements various accounting procedures.
Reports directly to CFO and interfaces directly with other senior management team members, board of directors, advisors and shareholders or investors
•Monitors compliance with generally accepted accounting principles (GAAP) and company procedures
•Issues timely and complete financial statements under US GAAP and/or IFRS
•Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports.
•Assures compliance with federal, state, local and corporate policies, regulations, and laws
•Evaluates current accounting practices and policies and drives continuous improvement
•Prepares work papers and supporting schedules for the annual financial review
•Prepares financial statements and other reports to summarize and interpret current and projected company financial position. Ensures integrity of all financial information.
•Coordinates monthly closing process
•Works with both internal and external auditors during financial and operational audits
•Develops, implements, and upgrades financial systems and controls
•Verify, allocate, post, and reconcile transactions.
•Provide technical support and advice on management.
•Review and recommend modifications to accounting systems and procedures.
•Participate in financial standards setting and in forecast process.
•Direct internal and external audits to ensure compliance.
•Plan assign and review staff's work.
•Support month-end and year-end close process.
•Develop and document business processes and accounting policies to maintain and strengthen internal controls.
Perform and supervise the broadest range of auditing, tax, and accounting issues from start to finish, oversee larger and more complex engagements, potentially one or more assignments simultaneously.
•Plan and coordinate the various phases of the fieldwork such as staff requirements, logistics, audit programs, and time budgets.
•Schedule, delegate, and review the work of one or more staff members, support on-the-job training, and evaluate their performance.
•Guide the decision-making process on all but the most unusual audit and accounting matters.
•Ensure complete and timely engagement wrap-up to include preparation and/or review of financial statements and tax returns, schedule Principal and central reviews, may coordinate closing meetings with clients.
•Evaluate the client's internal controls; prepare an audit program outlining the extent of sampling required, schedule the engagement, and document approval by the Engagement Principal.
•Review working papers for accuracy and completion, financial statements for suitability of presentation and adequacy of disclosures, tax returns, and documentation of discussions with clients.
•Break down complicated tax returns into tasks for staff accountants to complete, review tax returns, and suggest client tax planning.
•Summarize engagement, make planning points for the next year, prepare management letters, draft reports, and prepare routine client correspondence.
•Follow the progress of the engagement, aid in clearing points, and resolve auditing and accounting problems.
•Coordinate and expedite the review of files by the Account Manager, Tax department, Audit & Accounting Principal, and the Engagement Principal.
•Keep the Account Manager/Principal apprised of the progress of the engagement, consult with them on problem areas, review with them any significant audit findings, and recognize client service opportunities to follow-up on post fieldwork.
Responsible for the preparation of develop an understanding of RSM audit approach, methodology & tools.
•Establish working relationships with client personnel.
•Perform analytical review of audit documents.
•Review client accounting and operating procedures and systems of internal control.
•Identify accounting and auditing issues; perform research to solve issues that arise.
•Prepare financial statement reports and documentation supporting RSM's audit opinions.
•Ensure compliance of working papers with quality assurance standards.
•Provide recommendations for improved controls and enhanced business efficiency.
•Demonstrate ability to plan and manage engagements and people along with ensuring deliverables meet work plan specifications and deadlines.
•Understand and follow workplace policies and procedures.
•Microsoft Office (MS) Applications.
•Good communication skills.
•Good Clients dealing skills.
•Good office-work capabilities.