Manager - Finance and Operations

IOTAP Inc. is a dynamic and forward-looking software company that specializes in providing innovative solutions for the Microsoft Cloud Service Provider (CSP) ecosystem. IOTAP is the creator of Work 365. Work 365 is a leading subscription management and billing automation application.

As a trusted Microsoft partner, Work 365 is dedicated to simplifying and optimizing the billing and subscription management processes for CSPs and their customers. Our flagship product is a comprehensive platform that automates and streamlines invoicing, service delivery, and customer engagement, empowering CSPs to enhance operational efficiency and customer satisfaction. Joining Work 365 means becoming part of a team that thrives on innovation, fosters a collaborative work environment, and contributes to the success of thousands of CSPs worldwide. If you are passionate about cutting-edge technology, customer-centric solutions, and being at the forefront of the Microsoft Cloud revolution, Work 365 offers an exciting and rewarding career opportunity.

RESPONSIBILITIES:

This role will report to the CEO with an oversight on internal business operations that involve Finance, HR and IT.

Finance Management

• Lead the budget creation activities
• Oversee AP and AR functions
• Manage and Report on Business Operational metrics
• Develop and maintain revenue and cost forecasts
• Provide monthly financial reporting and analysis of financial statements, including statement of activities, fund balance, and sources/uses of funds to Senior Leadership and Board
• Provide administrative assistance, including oversight of facility vendors and contracts, and establishing and managing vendor accounts and relationships.
• Improve operational systems, processes, and policies -- specifically, better management reporting, information flow and management, business process, and organizational planning
• Oversee day-to-day processing of Banking and Business Operational Accounts
• Reconcile monthly activity, generate year-end reports, and fulfill tax-related requirements
• Manage month-end and year-end closure procedures
• Support Tax filings and payroll reports

Operations Management

• Manage and oversee internal operations around human resources, finance, payroll, and Company administration.
• Creating strategies and policies for company growth
• Overseeing and leading HR operations around talent management.
• Partner with cross-functional teams in HR, IT, and Accounts
• Work closely with legal and compliance departments to ensure that Business Operations remain compliant

• Bachelor's degree or a minimum of five (5) years of experience in Finance and/or Operations
• Knowledge of financial principles and business finance.
• Understanding of SaaS and Technology Services business
• Strong working knowledge of Systems including Cloud Based application
• Must have experience in reporting financial statements
• Proficiency in conflict management and business negotiation processes
• Strong skills in budget development and oversight