Financial Operations Specialist

Position Overview

The Business Operations Executive will play a pivotal role in managing and supporting B2B client portfolios

This position requires close coordination between clients, internal teams, and lending partners to ensure smooth business operations, including credit assessments , documentation management , disbursement coordination , and performance reporting .

The ideal candidate will have a solid understanding of financial statements , excellent communication skills, and the ability to handle multiple stakeholders in a dynamic, fast-paced environment.

Key Responsibilities

1. Client & Portfolio Management

• Manage and maintain relationships with B2B clients.
• Act as the single point of contact for client queries related to financing, documentation, and operational processes.
• Ensure timely resolution of client issues and proactive communication regarding application and disbursement status.
• Facilitate client onboarding on the company’s lending platform and Fleet Force product.
• Support clients in understanding digital tools, data submission processes, and reporting formats.

2. Financial Assessment & Documentation

3. Operational Coordination & Cross-Functional Collaboration

4. Reporting & Data Management

Qualifications & Skills

Education :

Experience :

Technical Skills :

Soft Skills :