Associate, Finance and Operations

First Insight; Pune District; In loco; INR 1.100.000 - 1.600.000; Tempo pieno

Descrizione del lavoro

First Insight in Pune, India, is seeking an Associate, Finance and Operations to support budgeting, SaaS analytics and executive reporting. You will partner with the VP of Finance & Operations and cross‑functional teams across finance, sales, HR, IT and governance.

You will manage dashboards, consolidate data, monitor cash flow, and help prepare periodic reports for leadership and stakeholders, with attention to detail and timely follow‑through.

Competenze

• MBA in Finance from a premier institution in India.
• Experience in finance, business operations, management reporting, analytics or executive support; SaaS/IT or US‑facing business is a plus.
• Strong Excel skills, including lookups, pivot tables, data consolidation and dashboard preparation; proficiency in PowerPoint, Word and/or Google Workspace.
• Working understanding of budgets, cash flow, invoices, AR/AP, financial reports and business KPIs.
• Excellent written and spoken English, strong organisation and follow‑up skills.
• Extensive experience using AI to prepare sales dashboards, operating metrics, management reports and sales performance reports.
• Familiarity with accounting and CRM systems, particularly QuickBooks and HubSpot.

Mansioni

• Budgeting, Financial Planning and Cash Management: assist in annual budgets, forecasts and revisions.
• SaaS Metrics, Analytics and Dashboards: track metrics and maintain weekly/monthly dashboards.
• AR/AP Coordination: resolve operational queries and drive timely resolution.
• Sales Reporting, Pricing and Incentives: analyze sales reports and support pricing directives.
• HR Coordination and People Reporting: consolidate HR reports for dashboards.
• IT Reporting and Cost Consciousness: track IT reports and identify cost-saving opportunities.
• Agreements, Renewals, and Audit Support: maintain tracker and alert for renewals.
• Customer Escalations and Operations Follow-through: manage escalations and drive closure.
• Venture Capital Fund / Elevate Management Support: assist budgeting and investment tracking.
• Executive Support, Meetings and Ad Hoc Assignments: prepare materials and coordinate with leadership.

Conoscenze

Excel lookups

Pivot tables

Dashboard reporting

Data analysis

English communication

Formazione

MBA in Finance

Strumenti

PowerPoint

Word

Google Workspace

QuickBooks

HubSpot

Descrizione del lavoro

Job Title: Associate, Finance and Operations

Location: Pune, India

About the Company

First Insight is a healthcare technology company headquartered in Sioux Falls, South Dakota, USA. With more than 30 years of innovation and industry leadership, First Insight serves over 2,000 eye care professionals nationwide through an integrated technology platform.

In 1994, First Insight became the first company to introduce a fully integrated EHR, Practice Management, and Optical Management solution specifically designed for optometrists and ophthalmologists. Today, our global team operates across the United States and India. Our product ecosystem includes:

• MaximEyes EHR, Practice Management, and Optical Software
• Fast Pay Health Revenue Cycle Management (RCM) and Billing Services
• EVAA AI-powered workflow automation and intelligence platform

We are committed to improving patient outcomes, increasing practice efficiency, and driving financial performance for healthcare providers through innovative technology and exceptional service. To learn more, visit www.first-insight.com.

Role Summary

The Associate, Finance and Operations will work closely with the Vice President - Finance & Operations, providing analytical, reporting, coordination and follow-up support across finance, SaaS performance, sales, pricing, operations, HR, IT and governance. The role requires strong ownership of data, disciplined follow-through, sound judgement, attention to detail and the ability to identify exceptions and raise timely alerts. The position is broader than traditional executive assistance and is focused on helping leadership monitor business performance and drive closure of key actions.

Key Responsibilities

1. Budgeting, Financial Planning and Cash Management

• Assist in preparing annual budgets, forecasts and periodic budget revisions in coordination with relevant stakeholders.
• Track monthly actuals against budget, analyse variances, identify key drivers and flag material deviations for review.
• Monitor daily cash flows against budget and forecast, maintain cash-flow trackers and highlight actual or anticipated shortfalls and unusual movements.
• Monitor banking-system notifications and alerts relating to payments, receipts, balances and other relevant transactions; elevate exceptions promptly.
• Maintain a finance calendar covering reporting deadlines, month-end activities, budget cycles and relevant statutory or tax due dates.

2. SaaS Metrics, Analytics and Management Dashboards

• Track key SaaS metrics on a regular basis and analyse their movement, business implications and impact on financial and operating performance.
• Coordinate with key stakeholders to obtain accurate, complete and timely data, explanations and supporting reports.
• Consolidate, validate and organise SaaS metrics and analytics into a consistent reporting framework.
• Prepare and maintain weekly and monthly dashboards covering agreed financial, commercial and operational KPIs.
• Highlight trends, variances, risks, missing data and exceptions, and follow up with metric owners for explanations and corrective actions.

3. Accounts Receivable / Accounts Payable (AR/AP) Coordination

• Maintain regular contact with AR/AP staff to understand and resolve operational queries and blockers.
• Visit the AR/AP desk daily to review pending queries, coordinate responses and help drive timely resolution.
• Track recurring issues, ageing items and unresolved queries; elevate matters that require management intervention.
• Coordinate with finance, billing and collections stakeholders to obtain status updates and support timely decisions.

4. Sales Reporting, Pricing and Incentives

• Analyse sales reports and prepare weekly sales summaries for inclusion in the overall management dashboard.
• Track sales targets, pipeline, bookings, closures and other agreed performance indicators.
• Assist with product pricing analysis, pricing scenarios, pricing directives, discount structures and related commercial assessments.
• Maintain and track sales-staff incentive calculations and reports, and flag discrepancies or items requiring review or approval.
• Coordinate with sales and other relevant stakeholders to obtain clarifications and ensure reporting consistency.

5. Operations, R&D, Technical Support, Training and Fast Pay Health Reporting

• Collect and consolidate operating reports from the Fast Pay Health team and incorporate relevant metrics and updates into the weekly/monthly dashboard.
• Obtain relevant reports from the R&D team, track agreed deliverables and include key updates, risks and dependencies in the weekly/monthly dashboard.
• Collect and track technical support reports, including training and service performance, outstanding issues and relevant updates, and incorporate them into the weekly/monthly dashboard.
• Follow up with report owners on delays, unusual trends, unresolved issues and actions due; elevate material concerns to the VP or relevant functional head.

6. HR Coordination and People Reporting

• Coordinate with HR on open positions, hiring progress, interview status and pending decisions.
• Follow up on finalisation and updating of job descriptions and other recruitment-related deliverables.
• Obtain regular HR reports and consolidate agreed people metrics into the weekly/monthly dashboard.
• Include relevant employee‑survey results and follow‑up actions in management reporting, while maintaining appropriate confidentiality.

7. IT Reporting and Cost Consciousness

• Obtain regular reports from IT and incorporate relevant updates, metrics, risks and deliverables into the monthly dashboard.
• Promote cost consciousness and identify opportunities to reduce both human-resource and non‑human-resource costs without compromising essential business requirements or service quality.
• Track agreed cost‑saving initiatives, owners, milestones and outcomes, and report progress to the VP.
• Coordinate with IT, administration and facilities on relevant operational requirements, vendor matters and renewals.

8. Agreements, Renewals, Company Secretarial and Audit Support

• Review and vet business agreements for completeness, consistency with approved commercial terms and potential business or financial risks; this is an initial review and not a substitute for formal legal advice.
• Identify and raise red flags, unusual clauses, commercial deviations, missing approvals, liabilities or other issues requiring review by the VP, legal counsel or other authorised stakeholders.
• Maintain an organised tracker of contracts, business agreements, renewals, notice periods, key obligations and approval status.
• Provide timely alerts for upcoming renewals, deadlines, commitments and agreements requiring action.
• Maintain confidential and orderly records of contracts, due‑diligence materials and other sensitive documentation.
• Work with the Company Secretary and external audit firm on routine annual activities and non‑routine assignments, including secretarial and compliance‑related matters.
• Coordinate the collection of information, schedules, confirmations and supporting documents required for audits, filings, reviews and other governance activities.
• Maintain trackers for requests, deliverables, due dates and open points, and follow up with relevant stakeholders until completion.
• Handle financial, employee, customer, investor, contractual and other confidential information with discretion.

9. Customer Escalations and Operations Follow-through

• Maintain an up‑to‑date register of escalated customers, including issue summary, owner, ageing, next action, target resolution date and current status.
• Include customer escalations and material changes in the weekly/monthly dashboard, raise flags where required and keep the status current.
• Assist the VP in reviewing escalations, questioning relevant stakeholders, obtaining root‑cause updates and driving resolution.
• Track follow‑up meetings, commitments and deliverables for the VP and other designated leaders, and pursue action owners until closure.
• Escalate overdue actions, repeated service issues and risks to customer retention or satisfaction.

10. Venture Capital Fund / Elevate Management Support

• Assist in preparing annual budgets, forecasts and periodic budget revisions in coordination with relevant stakeholders.
• Track the amount available for investment across funds and reconcile reported balances with relevant finance records and stakeholder updates.
• Review weekly/monthly dashboards for completeness, consistency and accuracy; flag errors, unusual movements, missing information and material exceptions promptly.

11. Executive Support, Meetings and Ad Hoc Assignments

• Maintain action trackers for the VP and relevant operations meetings; record decisions, owners and due dates, and follow up until closure.
• Prepare meeting materials, summaries, dashboards and presentations for internal reviews and leadership discussions.
• Coordinate with the CEOs office, US leadership and cross‑functional stakeholders on agreed priorities, deadlines and deliverables.
• Undertake ad hoc analyses, reports, research and special assignments as directed by the VP.
• Maintain clear, accurate and professional written communication and handle sensitive matters appropriately.

Qualifications and Experience

Must Have

• MBA in Finance from a premier institution in India.
• Experience in finance, business operations, management reporting, analytics or executive support; experience in IT/SaaS or a US‑facing business is an advantage.
• Strong Excel skills, including lookups, pivot tables, data consolidation and dashboard preparation; proficiency in PowerPoint, Word and/or Google Workspace.
• Working understanding of budgets, cash flow, invoices, AR/AP, financial reports and business KPIs.
• Excellent written and spoken English, strong organisation and follow‑up skills, and high attention to detail.
• Ability to work with confidential information and communicate professionally with stakeholders at different levels.
• Extensive experience using AI to prepare sales dashboards, operating metrics, management reports and sales performance reports.
• Extensive experience harnessing AI for problem‑solving, analysis, identifying trends and improving reporting efficiency.

Good to Have

• Familiarity with accounting and CRM systems, particularly QuickBooks and HubSpot.
• Exposure to contract tracking, audit coordination, company secretarial work or US‑based leadership teams.

Key Attributes

• Analytical, methodical and comfortable working with numbers and multiple data sources.
• Proactive in identifying gaps, inconsistencies, risks and opportunities for improvement.
• Persistent and tactful in following up with stakeholders and driving closure.
• Dependable, discreet and calm under pressure, with the ability to manage shifting priorities.
• Cost‑conscious, collaborative and committed to accurate, timely reporting.

Working Hours and Location

The role is based at First Insight - Pune office in India. Working hours are 1:00 p.m. to 10:00 p.m. IST. The position will generally follow these agreed core office hours, with flexibility for occasional evening or late‑night coordination with US stakeholders, month‑end reporting, leadership reviews or urgent business requirements. Any extended hours will be based on business needs and agreed expectations.

What We Offer

Direct exposure to finance and operations leadership in a US healthcare SaaS business.

• Cross‑functional experience across finance, SaaS analytics, sales, pricing, operations, HR, IT and governance.
• An opportunity to contribute to management reporting, business performance and continuous improvement.
• A collaborative team environment in Pune.