Financial Operations Associate

About OneKonnect

OneKonnect is a benefits technology and data enablement company that simplifies complex integrations across the insurance and benefits ecosystem. We connect carriers, brokers, PEOs, employers, and technology platforms through a single, scalable hub, accelerating the flow of accurate, secure, and actionable data. Our solutions help partners improve operational efficiency, drive revenue growth, and deliver a better benefits experience to their customers.

About the Role

The Financial Operations Associate is expected to work closely with all staff, vendors, and business partners. This is a dynamic position that combines accounting, customer relationship management, and business operations. This professional will prepare monthly financial reports, manage accounts receivable collections and customer renewals, while also serving as the CRM administrator to maintain accurate customer data and sales processes. The role requires close collaboration with finance, sales, management teams to support day-to-day operations, process improvements, and customer communications. This individual collaborates closely with the CEO to develop and execute financial strategies, drive profitability goals, implement contracting improvements, and advance financial administrative efficiencies that support company scalability. This position also serves as a key liaison with EXA Capital leadership on finance and accounting matters to ensure alignment between OneKonnect and EXA Capital corporate policies, reporting requirements, and strategic initiatives.

WHAT WILL YOU DO?

Accounting/Financial Reporting

• Prepare monthly financial reporting package for senior management and executive team with commentary on variance analysis and metrics
• Reconcile balance sheet accounts, such as Cash, AP, AR, prepaids, deferred revenue, etc.
• Manage customer contract renewal process; Prepare and send quotations, invoices, and statements to customers and monitor Accounts Receivables
• Weekly AR collection routine and customer renewal process
• Prepare, process, and manage sales commissions payable on a quarterly basis
• Implement improvements to accounting operation processes
• Provide support and finance management as needed
• Assist in forecasting/budgeting process

Sales CRM Owner/Administrator

• Maintain up-to-date System of Record in CRM and ensure all users are following processes through quarterly audits.
• Verify and reconcile customer contracts in CRM and NetSuite

Communication

• Demonstrate ability to interact professionally with potential customers via phone, email, telephone conferencing, and develop a positive business relationship.
• Work closely within a small team and develop cooperative working relationships with all company colleagues.
• Provide accurate and timely information as required to Finance, Sales, and Senior Management
• Adhere to company policies, procedures culture and business ethics.

Product Knowledge

• Develop a strong knowledge of OneKonnect's products and services in order to facilitate the customer renewal sales process.

KEY COMPETENCIES:

• Strategic Thinking and Financial Acumen
• Operational Efficiency and Execution
• High degree of professionalism, confidentiality and integrity
• Cross-Functional Collaboration
• Initiative and Problem Solving
• Ownership Mindset and Accountability
• Adaptability in a Growth Environment
• Attention to Detail and Accuracy
• Process Improvement Orientation
• Relationship Building and Partnership Management
• Change Management and Organizational Agility
• Excellent written and verbal communication skills
• Intellectual curiosity with proven analytical skills
• Attention to detail and ability to meet deadlines in a fast-moving environment.
• Demonstrated track record of success

WHAT WILL MAKE YOU SUCCESSFUL:

• 1-3 years proven experience in a similar role
• 1+ years of experience in NetSuite
• Accounting Degree
• Proven experience with various MS Office applications; Word, Excel
• Experience using CRM applications preferred (HubSpot, Salesforce, etc.)
• Experience of working collaboratively across various teams
• Customer service oriented with a positive and well-motivated attitude

Job Type: Full-time

Pay: Rs200, Rs225,000.00 per month

Work Location: In person