Executive - Finance

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