Finance Operations Specialist / Project Reporting

PERSOL; Gurugram District; Hybrid; INR 550,000 - 750,000; Full time

Job summary

PERSOL in Gurugram, India, is seeking a Finance & Project Reporting Associate to manage project billing, SAP master data, and management reporting. You will support project teams and commercial stakeholders to ensure accurate financial records and timely invoicing.

The role requires 2–3 years of experience, postgraduate qualification, and strong MS Excel/Office skills. You will work with Windows and ERP systems, coordinating with multiple stakeholders to deliver precise reports and timely

Qualifications

• 2–3 years of experience in finance, reporting, or invoicing.
• Postgraduate qualification.
• Proactive, team player, able to handle multiple tasks under tight timelines.
• Experience with SAP or similar ERP systems.
• Strong MS Excel and MS Office skills.

Responsibilities

• Manage vendor registration end-to-end.
• Maintain client masters in SAP and record-keeping of client finance data.
• Prepare invoice schedule in the system and align with case team.
• Raise invoicing timely and track delivery to client.
• Support project spocs in reconciling expenses and invoicing.
• Correct time & expense postings by coordinating with stakeholders.
• Assist weekly project reporting and projection updates for projects.
• Generate reports for management reporting from the system.
• Manage end-to-end operational aspects of project reporting, including budget updates, billing templates, and weekly database preparation.

Skills

MS Excel

MS Word

PowerPoint

Oracle

SAP

Education

Postgraduate

Tools

Windows OS

Job description

This role focuses on project reporting, billing and invoicing, SAP master data management, expense reconciliation, and management reporting. The position supports project teams and commercial stakeholders to ensure accurate financial records, timely billing, and reliable project-level financial reporting.

Role & responsibilities

• Managing vendor registration process with client end to end.


• Maintaining & updating client masters in SAP and record keeping of all client finance connect


• Preparing Invoice schedule in the system basis alignment with the case team.


• Raising timely invoicing and tracking if all the invoices have been raised and sent to the client.


• Support project spocs in reconciling case expenses and raising expense invoices in a timely manner.


• Ensuring to move out the incorrect time & expense posted in reports by interacting and coordinating with respective stakeholders.


• Helping team in managing weekly project reporting churning as well as updating the projection simulations for the respective projects received from project spocs.


• Helping team leader in extracting various reports from the system which are required for doing Management Reporting.


• Managing end-to-end all operational aspects of project reporting such as
  
  
  
  • Updating budget numbers in our internal excel file for new wins.
  
  
  • Tracking Billing templates for new clients.
  
  
  • Getting database prepared with help of claude on weekly basis and getting it reviewed by members of the commercial team.
  
  
  
  

Preferred candidate profile

• Prefer 2-3 years of experience and Qualification equivalent to Postgraduate.


• Needs to be a team player and provide leverage to the team.


• Needs to be proactive and responsive in situations where timelines are very critical.


• The resource should be able to manage many tasks with minimal supervision and deliver the same independently and accurately.


• Must have worked extensively on Windows OS and the following software applications: MS Excel, MSWord and PowerPoint, Oracle, SAP or any other large financial systems environment/ERP.

• Should be fluent in his / her communication with stakeholders.


• Well organized, and able to set priorities. with minimal supervision and deliver the same independently and accurately.


• Well organized, and able to set priorities.


• Ability to respect all information as personal and confidential.

Ability to recognize technical limitations and surface issues to appropriate parties.