Executive - Finance

Job Description

• Prepare and present bi-weekly sales meeting reports, including funnel data for review with Heads of Departments
• Participate in sales meetings, capture inputs, and update the Sales Funnel to align with forecasted revenue and gross profit
• Prepare monthly invoicing forecasts, coordinate with sales teams, and ensure timely follow-up on project milestone invoicing
• Manage and resolve Salesforce (SF) and SOMS-related issues, including customer accounts, projects, opportunities, invoice plans, and invoicing milestones, by liaising with relevant stakeholders
• Gather and validate internal system requirements (SF & SOMS), coordinate developments, and conduct User Acceptance Testing (UAT)
• Provide monthly updates on deferred project salary costs to ensure accurate accounting
• Handle reinvoicing requests and manage sales order (SO) reopen amendments as required
• Oversee monthly invoicing processes, ensuring invoices, credit notes, and debit notes are accurately processed and communicated to relevant teams
• Oversee monthly revenue reporting, ensuring correct postings and conducting reviews with management
• Reconcile funnel numbers against reported figures and investigate variances across sectors, clusters, and technology lines of business

Person Specification

• Bachelors Degree and/ or part qualification related to finance filed
• Minimum 01-02 years of experience in revenue operations, sales operations, or financial reporting (experience in IT/Technology or related industries is preferred)
• Strong knowledge of revenue recognition, invoicing processes, and sales funnel management
• Proficiency in Salesforce or similar ERP/CRM systems
• Advanced skills in Microsoft Excel and PowerPoint for reporting and presentation preparation
• Strong analytical mindset with excellent attention to detail
• Ability to collaborate effectively across sales, finance, and operational teams
• Excellent organizational and communication skills, with the ability to manage multiple priorities under tight deadlines