Finance Operations Specialist

Simfoni

Full Time

India, Remote

Posted 4 hours ago

About Simfoni

Simfoni creates a competitive advantage for its clients through deployment of advanced SaaS based analytics and Spend Automation technology. Our disruptive delivery and commercial model allows organizations of any size to access leading technology, supplier discounts and on-demand procurement services that delivers breakthrough results.
We are an entrepreneurial enterprise, which means that we think and act in a dynamic and agile fashion to respond quickly to opportunities and market demand.

We are in rapid growth mode and are expanding our team and delivery capabilities across North America to support demand for our analytics and Spend Automation technology.

Role Definition

The Finance Operations Specialist is the compliance, bookkeeping, and transactional backbone for Simfoni’s two operating entities — Simfoni One Vendor (SOV) and Simfoni Global Services (GSS) — across the US, Canada, UK, and EU. This role ensures zero disruption to day-to-day finance operations by managing multi-jurisdiction tax compliance filings, bank reconciliation, AP/AR operations, NetSuite/QuickBooks journal entry workflows, and transactional processing.

The successful candidate will combine deep technical compliance knowledge with the speed and accuracy required in a high-volume, deadline-driven payments environment.

Key Responsibilities:

GSS & SOV COMPLIANCE MANAGEMENT

• Manage monthly and annual compliance filings for GSS and SOV entities across US, Canada, UK, and EU jurisdictions

• Coordinate with external tax vendors for timely submission of Sales Tax, HST (Canada), VAT (UK & EU), and related filings

• Prepare and submit SOV UK Annual Returns, SOV US Annual Returns, and EU VAT filings on schedule

• Maintain a live compliance calendar with automated deadline alerts; track filing status and vendor follow-ups

• Validate vendor-submitted compliance documents; co-ordinate corrections and resubmissions as required

• Mark AR deposits and reconcile compliance-related transactions in NetSuite

• Monitor adherence to compliance deadlines across all active regions; escalate risks to Finance Manager

• Support dual-control framework for all compliance sign-offs; maintain audit trail documentation

BOOKKEEPING & FINANCIAL RECONCILIATION

• Perform weekly and monthly bank reconciliations for multiple bank accounts across SOV and GSS entities

• Execute AP/AR reconciliation and maintain accurate general ledger records across both entities

• Post journal entries (JEs) in NetSuite (SOV) and QuickBooks (GSS); ensure accuracy and timeliness

• Track revenue booking and corporate expense allocation; flag variances to Finance Manager

• Process supplier invoice creation in NetSuite for SOV programmes (JLL, IFF, Sandoz, Takeda, DDC/ISC)

• Manage GSS invoice workflows in QuickBooks; ensure coding accuracy and period cut-off compliance

• Support month-end close activities: accruals, prepayments, intercompany reconciliations

TRANSACTIONAL OPERATIONS

• Process SOV and GSS transactional activities on weekly and monthly payment schedules

• Coordinate with Corporate Finance team for invoice processing, approval workflows, and expense tracking

• Manage end-to-end transaction workflows from initiation through to payment confirmation and reconciliation

• Support revenue recognition and booking processes; ensure entries align with contract terms and milestones

• Maintain complete and audit-ready documentation for all transactional activities

• Assist with P-Card programme reconciliation for US clients (DDC/ISC, Takeda): manage card transaction coding and exception handling

BANKING OPERATIONS

• Operate and manage banking portals for SOV and GSS entity accounts (US, UK, EU, Canada)

• Execute and monitor payment runs; verify beneficiary details against supplier master before release

• Process incoming wire transfers and ACH receipts; allocate to correct cost centers in

NetSuite/QuickBooks

• Maintain dual-control protocols for all outbound payments above defined thresholds

• Liaise with banking relationship managers for account queries, FX transactions, and account maintenance

• Support new bank account onboarding for entity expansions (e.g., Simfoni BV Netherlands, CA entity)

REPORTING, SYSTEMS & CONTINUOUS IMPROVEMENT

• Produce weekly and monthly finance operations dashboards: AP ageing, cash position, compliance filing tracker, open reconciling items

• Contribute to ERP improvement initiatives: document manual steps, test NetSuite SuiteScript workflows, validate system output

• Draft, maintain, and version-control SOPs for each compliance and bookkeeping process; ensure documents are audit-ready

• Identify manual process inefficiencies; propose automation opportunities for compliance tracking, reconciliation, and reporting

• Support FTE modelling and cost-per-transaction analysis for new programme business cases as required

Qualifications & Experience:

• Bachelor’s degree in Finance, Accounting, Commerce, or related field
• 3–5 years of experience in finance operations, accounts payable/receivable, or tax compliance within a BPO, shared services centre, or tech-enabled payments/fintech environment
• Prior experience with multi-country compliance operations (US, Canada, UK, EU) — knowledge of Sales Tax, HST, VAT, and annual filing requirements
• Hands-on experience with NetSuite ERP (required); working knowledge of QuickBooks for bookkeeping operations (required)
• Advanced Microsoft Excel proficiency: pivot tables, VLOOKUP/XLOOKUP, complex formulas; ability to build reconciliation and tracking models without hand-holding
• Familiarity with Ramp or similar expense management platforms; experience with banking portals and payment processing systems
• Strong understanding of bank reconciliation principles, general ledger accounting, and AP/AR processes
• Exposure to enterprise procurement platforms (Ariba, Coupa, VNDLY) advantageous — relevant given SOV’s client base (JLL, IFF, Sandoz)
• Excellent written and verbal English; additional language (Dutch, German, French) advantageous for EU coverage
• Detail-oriented with the ability to manage high transaction volumes accurately under deadline pressure