Overview

Position: Assistant Manager - Finance Operations (6 to 8 years of experience)

Job Summary

The Assistant Manager, Finance Operations supports the execution and oversight of offshore finance operations, including accounts payable, accounts receivable, cash application, collections, reconciliations, and routine accounting support activities. This role provides day-to-day supervision of team members, monitors service-level performance, ensures adherence to established controls and procedures, and assists in process improvement and automation initiatives.

The Assistant

Manager serves as a key liaison between the Finance Operations team and internal stakeholders to ensure efficient, accurate, and scalable financial operations.

Essential Responsibilities

- Supports the management of offshore finance operations team members responsible for AP processing, vendor maintenance, invoice coding, payment processing, AR support, cash application, collections, bank activity support, reconciliations, invoice research, and routine accounting activities. • Oversees daily workflow assignments, monitors queues, and ensures timely completion of operational tasks in accordance with service-level expectations. • Reviews transactions, reconciliations, exception reports, and supporting schedules for completeness, accuracy, and adherence to established procedures. • Assists with AP and AR reconciliation activities related to acquisitions, integrations, and process transitions. • Supports management of integrations between Workday and third-party systems, including banking platforms and payment solutions. • Monitors client payment portals and works with internal and external stakeholders to resolve payment-related issues.• Tracks and reports operational metrics, including aging reports, productivity measures, error rates, and service-level performance.



• Identifies process inefficiencies and supports automation, workflow improvement, and AI-enabled productivity initiatives. • Assists in documenting procedures, training team members, and supporting transitions of work into the offshore finance operations environment. • Escalates operational risks, control issues, and processing exceptions to the Finance Operations Manager as appropriate. • Collaborates with Accounting, Billing, Treasury, Tax, Procurement, and Operations teams to resolve transactional issues and improve process efficiency. • Supports month-end close activities by ensuring timely completion of assigned reconciliations, reporting, and accounting support tasks. • Conducts quality reviews and provides coaching, guidance, and feedback to team members to improve performance and accuracy. • Promotes cross-training, knowledge sharing, and adherence to standardized operating procedures.

Required Qualifications

- Bachelor's Degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience. • 6+ years of accounting operations, finance operations, shared services, AP, AR, cash application, collections, reconciliations, or related experience. • 3+ year of supervisory, team lead, or informal leadership experience preferred. • Experience supporting recurring finance processes with service-level expectations, quality controls, process documentation, and issue resolution.



• Exposure to ERP systems, workflow tools, reporting platforms, and finance process automation initiatives. • Working knowledge of accounts payable, accounts receivable, cash application, reconciliations, and accounting operations controls. Skills and Abilities:
- Strong understanding of transactional finance operations and shared-services environments. • Ability to lead daily operations while maintaining quality, accuracy, and timeliness standards. • Strong analytical and problem-solving skills with attention to detail. • Experience identifying opportunities for process optimization and automation. • Ability to create and maintain operational reports, dashboards, and performance metrics. • Effective communication and collaboration skills with global teams and stakeholders. • Ability to coach and mentor team members while fostering accountability and continuous improvement. • Proficiency with ERP systems, Microsoft Excel, and finance-related reporting tools. • Working knowledge of AI-enabled productivity tools and automation technologies is preferred. • Ability to successfully manage multiple priorities in a rapid-paced environment while maintaining strong customer service and operational excellence. Success Measures: • AP, AR, and cash application activities completed within established SLAs. • High-quality reconciliations and transaction processing with minimal errors and rework. • Continuous improvement initiatives successfully implemented. • Team productivity and quality goals consistently achieved. • Strong stakeholder satisfaction and issue resolution performance. • Effective support of offshore scaling, process transitions, and automation efforts. Shift Timing: 2 PM - 11 PM Work location: Wipfli India, Bengaluru

📌 Assistant Manager - Finance Operations (Bengaluru)
🏢 Wipfli Advisory
📍 Bengaluru