Operations & Finance Executive

Support Control Risks India office s business and finance teams by providing exceptional administrative and operational support to local stakeholders.

Tasks responsibilities:

• Assist with preparing client documents for projects and coordinate with regional Legal counsel as needed to ensure clients provide their purchase orders in a timely manner
• Liaise with project managers to obtain signed proposals/letters of engagement and coordinate with other offices if needed to define the project structure
• Collect necessary information via Project Setup Table to ensure projects are properly set up in the business systems, e.g. CRM, Dynamics
• Provide project-related information to the Finance team (i.e. project costs)
• Generate WIP/timesheet reports to prepare invoices for clients under instruction from project managers and Finance
• Raise purchase orders for the business units
• Complete vendor set up forms as and when required by our clients
• Ensure all subcontractor paperwork is received, screening performed and passed to Finance as per Group policy
• Setup user IDs for the various research databases for the business units
• Provide support for any ad-hoc finance or business related projects when needed
• Provide support for non-project related tasks as needed

Business Administrative Support

• Ensure CRM is accurate and up-to-date.
• Support with the weekly proposal collation with Finance and track conversion ratio.
• Use CRM to present sales data for team meetings and performance analysis.
• Using CRM and working with Finance team, keep up-to-date records on account financial performance.
• Support the business to extract data from CRM, provide supporting collateral for sales meetings.