Job description

Job Title: Business Operations Lead

Function: Finance/Strategy Account delivery
Role Type: IC + People Manager
Reports To: Operations Head
Location: Bangalore
Experience: 15+ Years

Role Summary

The Business Operations Lead is responsible for endtoend financial operations, planning, and governance for assigned business portfolios. This role partners closely with Sales, Delivery, and Operations to ensure accurate forecasting, margin optimization, billing integrity, Process Improvement, and financial controls, while driving disciplined execution of financial cadence across the business.

The role acts as a singlepoint financial owner for portfolio performance and supports leadership decisionmaking through datadriven insights and rigorous financial management.

Key Responsibilities

Financial Planning & Forecasting

- Own monthly, quarterly, and annual financial forecasts for assigned portfolios
- Drive revenue, cost, margin, and capacity planning in partnership with Delivery and Sales
- Track forecast vs actuals and lead corrective actions for gaps
- Support annual business planning and longrange financial outlooks

P&L; and Margin Stewardship

- Monitor portfoliolevel P&L; performance, including revenue, gross margin, and contribution
- Identify margin risks (pricing, leakage, utilization, mix) and recommend mitigation actions
- Partner with Sales and Deal teams on pricing reviews and deal structuring
- Support renewals, rampups, reductions, and change management from a financial lens

Financial Operations & Governance

- Ensure billing accuracy, revenue recognition compliance, and cost alignment
- Drive timely closure of books and support audits and internal reviews
- Establish and run financial cadence reviews with Business and Delivery leaders
- Track and govern contract financials, change orders, and commercial terms

Business Partnering & Decision Support

- Serve as trusted finance partner to Account Leads, Delivery Heads,



and Portfolio Leaders
- Provide actionable insights on profitability, growth levers, and risk areas

Process Excellence & Controls

- Drive standardization and continuous improvement of finance ops processes
- Strengthen financial controls, and documentation
- Leverage automation, dashboards, and analytics to improve decision speed
- Ensure adherence to internal policies and compliance requirements

Team Leadership (if applicable)

- Lead, coach, and develop finance analysts or junior team members
- Define clear deliverables, timelines, and quality benchmarks
- Foster a culture of accountability, collaboration, and continuous improvement

Key Skills & Competencies

Core Capabilities

- Strong understanding of P&L; management, forecasting, Power BI, and financial analysis
- Expertise in services / IT / projectbased financial models (preferred)
- Ability to translate financial data into businessfocused insights
- Solid stakeholder management across Sales, Delivery, and Operations

Technical & Tools

- Mandatory: Advanced Excel / financial modeling skills, Power BI
- Experience with ERP, finance systems, and forecasting tools
- Strong presentation and storytelling skills for senior leadership

Behavioral Competencies

- High ownership and accountability
- Structured, detailoriented, and auditready mindset
- Comfortable operating in ambiguity and fastchanging environments
- Assertive communicator with a collaborative approach

Qualifications & Experience

- Bachelor’s degree in Finance, Accounting, Economics, Engineering, or related field
- 15 years of relevant experience in delivery, Program Management, finance operations, or business finance
- Experience supporting large portfolios or multiaccount environments strongly preferred

Success Measures

- Forecast accuracy and timeliness
- Margin and profitability improvement
- Billing and revenue recognition accuracy
- Quality of business insights and leadership confidence
- Process improvement and maturity

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