Manager - Finance and Operations

Job Description

Description:

IOTAP Inc. is a dynamic and forward-looking software company that specializes in providing innovative solutions for the Microsoft Cloud Service Provider (CSP) ecosystem. IOTAP is the creator of Work 365. Work 365 is a leading subscription management and billing automation application.

As a trusted Microsoft partner, Work 365 is dedicated to simplifying and optimizing the billing and subscription management processes for CSPs and their customers. Our flagship product is a comprehensive platform that automates and streamlines invoicing, service delivery, and customer engagement, empowering CSPs to enhance operational efficiency and customer satisfaction. Joining Work 365 means becoming part of a team that thrives on innovation, fosters a collaborative work environment, and contributes to the success of thousands of CSPs worldwide. If you are passionate about cutting-edge technology, customer-centric solutions, and being at the forefront of the Microsoft Cloud revolution, Work 365 offers an exciting and rewarding career opportunity.

RESPONSIBILITIES:

This role will report to the CEO with an oversight on internal business operations that involve Finance, HR and IT.

Finance Management

Lead the budget creation activities

Oversee AP and AR functions

Manage and Report on Business Operational metrics

Develop and maintain revenue and cost forecasts

Provide monthly financial reporting and analysis of financial statements, including statement of activities, fund balance, and sources/uses of funds to Senior Leadership and Board

Provide administrative assistance, including oversight of facility vendors and contracts, and establishing and managing vendor accounts and relationships.

Improve operational systems, processes, and policies -- specifically, better management reporting, information flow and management, business process, and organizational planning

Oversee day-to-day processing of Banking and Business Operational Accounts

Reconcile monthly activity, generate year-end reports, and fulfill tax-related requirements

Manage month-end and year-end closure procedures

Support Tax filings and payroll reports

Operations Management

Manage and oversee internal operations around human resources, finance, payroll, and Company administration.

Creating strategies and policies for company growth

Overseeing and leading HR operations around talent management.

Partner with cross-functional teams in HR, IT, and Accounts

Work closely with legal and compliance departments to ensure that Business Operations remain compliantRequirements:

Bachelor's degree or a minimum of five (5) years of experience in Finance and/or Operations

Knowledge of financial principles and business finance.

Understanding of SaaS and Technology Services business

Strong working knowledge of Systems including Cloud Based application

Must have experience in reporting financial statements

Proficiency in conflict management and business negotiation processes

Strong skills in budget development and oversight