Brand Name - OmniFi
Salary: Competitive, as per market standards
Employment Type: Permanent
Location: Kolkata
Work Mode: On-site (Work from Office)
Office Hours: Monday to Friday, 11 AM – 8 PM
About the Company - Saba Well is an outsourced finance operations company serving mid-market, multi-entity businesses in the US — accounts payable, accounts receivable, payroll, month-end close, general ledger, and compliance reporting, delivered through a dedicated India-based delivery team. We currently manage finance operations for clients across healthcare, non-profit, and services sectors, working inside stacks like Bill.com, QuickBooks, Paylocity, Procurify, and Athena Health.
We are now building the technology layer on top of that operating business: an AI-native platform where autonomous agents handle the invoice processing, reconciliation, and reporting work that our finance teams do manually today, with our finance operators moving into oversight and exception-handling roles rather than pure execution.
This is an early-stage build. There is no platform in production yet. You would be one of the first, if not the first, engineering hire — which means unusual ownership over architecture decisions, and also unusual ambiguity, a lean team, and a still-forming roadmap. We're looking for someone who wants that trade-off, not someone looking for a mature engineering org to slot into
Key Responsibilities
Governance & Task Management
- Maintain all client and internal projects: owners, due dates, sections, custom fields and templates.
- Review overdue, unassigned and stalled tasks daily and resolve them with task owners.
- Set up new projects from standard templates; archive completed boards.
- Define hygiene standards and train team members on them.
Priority Management & Escalation
- Publish weekly priorities for each team and update them as client needs change.
- Flag at-risk tasks, missed deadlines and resource conflicts to leads within 24 hours.
- Maintain an escalation log and track every issue to resolution.
Client & Internal Project Coordination
- Track implementation timelines: mobilization, testing, cutover, go-live and hypercare.
- Prepare client status updates, meeting agendas and action-item summaries.
- Drive internal programs to schedule onboarding, certifications, SOPs, BI enhancements and AI initiatives.
Reporting & Automation
- Build weekly/monthly dashboards on workload, on-time delivery and backlog.
- Automate repetitive coordination using Asana rules, forms and integrations.
Required Skills & Qualifications
Technical Skills
- 0–2 years of experience in project coordination, PMO or delivery operations (shared services, finance or consulting preferred).
- Advanced, hands-on Asana experience:
- Projects, portfolios and templates
- Rules, forms and custom fields
- Reporting and dashboards
- Strong Excel skills (pivots, lookups, trackers); Power BI is a plus.
- General understanding of finance and analytics operations is preferred.
Soft Skills
- Strong ownership with a consistent follow-up habit.
- Excellent written and verbal English; confident with US clients and senior stakeholders.
- Ability to manage multiple workstreams parallelly without missing deadlines.
Educational Qualification
- Bachelor’s degree in Business, Commerce, Engineering or a related field (MBA preferred).
- CAPM, PMP, Scrum Master or Asana certification is a plus.