Business Operations & Finance Associate

Business Operations & Finance Analyst

Location: Chennai, India
Experience: 0–2 years | Exceptional fresh graduates encouraged to apply
Education: MBA (Finance, Operations, or General Management) / B.Com
Employment Type: Full-Time

Role Overview

Cloudrho is looking for a highly motivated, analytical, and detail-oriented Business Operations & Finance Analyst to support financial operations, business management, sales operations, and strategic initiatives.

This is a high-visibility role that will work closely with the company's leadership team, providing hands-on exposure to different aspects of running and growing a global technology consulting business.

The ideal candidate will be a smart, proactive, and resourceful individual who can go beyond routine tasks, take ownership of responsibilities, follow through on commitments, and help bring structure and discipline to day-to-day business operations.

The role offers an opportunity to gain practical experience across finance, sales, project operations, and strategic business initiatives, working with stakeholders across the US and India.

Key Responsibilities

1. Business Operations & Executive Support

• Work closely with company leadership to coordinate and track key business activities, priorities, and initiatives.
  
• Maintain a centralized tracker of strategic projects, business initiatives, milestones, action items, and deliverables.
  
• Proactively follow up with internal stakeholders to ensure commitments and deadlines are met.
  
• Prepare periodic business updates, management summaries, dashboards, and presentations.
  
• Help establish and improve operational processes, reporting mechanisms, and internal workflows.
  
• Support coordination across finance, sales, HR, delivery teams, and external stakeholders.
  
• Assist leadership with ad hoc business analysis, research, and special projects as required.
  

2. Sales Operations & CRM Management

• Maintain and regularly update the company's CRM with leads, opportunities, customer interactions, deal stages, and next steps.
  
• Track sales pipeline activities, opportunity progression, and follow-up commitments.
  
• Coordinate with internal stakeholders to ensure CRM information is accurate and up to date.
  
• Prepare sales pipeline summaries, opportunity trackers, and periodic business development reports.
  
• Track customer proposals, Statements of Work (SOWs), contracts, renewals, and key commercial milestones.
  
• Assist in preparing customer presentations, proposals, and other business development documentation.
  
• Help track strategic partnerships, partner-related activities, and business development initiatives.
  

3. Accounting & Invoicing

• Assist with categorizing routine transactions in the accounting tool for the US and India entities.
  
• Upload and maintain customer invoices, vendor bills, and supporting documentation in the accounting system.
  
• Support customer invoicing based on commercial terms documented in MSAs and SOWs.
  
• Maintain trackers for customer invoices, vendor bills, payment terms, and outstanding amounts.
  
• Follow up with relevant stakeholders on overdue payments and maintain receivables status reports.
  
• Coordinate with vendors and contractors on timesheet submissions and invoicing.
  
• Identify invoice or payment discrepancies and coordinate their resolution.
  
• Support monthly Profit & Loss (P&L) reporting and other financial summaries under guidance.
  

4. Financial Reporting & Expense Management

• Maintain monthly financial trackers for project revenue, costs, expenses, and cost allocations.
  
• Track employee and contractor project allocations to support project-level cost reporting.
  
• Assist in preparing project profitability, margin, and resource utilization reports.
  
• Help track bench costs, overheads, and selling, general, and administrative expenses.
  
• Collect, verify, and process employee travel and project-related expense claims.
  
• Categorize approved expenses and associate them with relevant projects in Zoho Books.
  
• Support preparation of customer expense invoices and reimbursement tracking.
  
• Coordinate with external accountants and internal stakeholders on compliance activities and payment deadlines.
  
• Maintain financial and compliance trackers and proactively follow up on pending items.
  

5. Project & Resource Operations

• Maintain visibility into active customer engagements, strategic projects, key milestones, and delivery commitments.
  
• Work with project managers to track project status, upcoming deliverables, and action items.
  
• Support SOW preparation, documentation, renewals, and commercial follow-ups.
  
• Assist in tracking resource assignments, project onboarding, and utilization.
  
• Coordinate with HR and delivery teams on employee and contractor onboarding through customer portals.
  
• Identify upcoming deadlines, dependencies, and operational risks and highlight them to management.
  

Requirements

Qualifications & Experience

• MBA or B.Com degree from a reputed institution, preferably with a specialization in Finance, Operations, or Business Management.
  
• 0–2 years of relevant experience. Strong fresh graduates with demonstrated analytical and organizational capabilities are welcome.
  
• Strong proficiency in Microsoft Excel, including formulas, data analysis, reporting, and maintaining structured trackers.
  
• Good working knowledge of Microsoft PowerPoint and Word.
  
• Basic understanding of accounting, financial reporting, and business operations.
  
• Exposure to Zoho Books, CRM platforms, or reporting tools is an advantage, but not mandatory.
  
• Strong written and verbal English communication skills.
  
• Ability to work independently, manage multiple priorities, and coordinate effectively with stakeholders across different time zones.
  

What We Are Looking For

Beyond academic qualifications, we are particularly interested in individuals who demonstrate:

• High ownership and accountability: Someone who takes responsibility and ensures tasks are completed without constant supervision.
  
• Strong analytical thinking: Ability to work with numbers, interpret information, identify gaps, and present meaningful insights.
  
• Excellent organizational skills: Ability to manage several activities simultaneously while maintaining attention to detail.
  
• Proactive follow-through: Someone who anticipates next steps, follows up consistently, and keeps activities moving.
  
• Business curiosity: Genuine interest in understanding how a business operates, grows, and makes decisions.
  
• Resourcefulness and adaptability: Comfortable handling unfamiliar tasks, learning new tools, and solving problems independently.
  
• Professional communication: Confidence to engage with internal teams, vendors, and business stakeholders.
  

Benefits

Why Join Cloudrho?

• Work closely with the leadership of a growing global technology consulting company.
  
• Gain exposure to finance, sales, customer engagements, strategic initiatives, and business decision-making.
  
• Develop a broad understanding of how an international consulting business operates.
  
• Take on meaningful responsibilities early in your career, with opportunities to grow into broader business operations, finance, or management roles.
  
• Be part of an entrepreneurial environment that values initiative, ownership, and continuous learning.