Business Operations & Automation Manager

Job Description

We are seeking a highly capable Digital Operations & Automation Manager (Operations & Finance) to help 
modernize and digitize our company’s operational and financial systems. The role 
involves implementing practical, cost-effective software tools to replace manual 
workflows and paper documentation, and enabling real-time reporting and analytics for 
management. 
The successful candidate will work closely with leadership to streamline finance, project 
tracking, and business development processes through modern cloud-based software 
and automation tools.

Responsibilities
 

1. Financial Systems Digitization 
• Implement and manage cloud-based accounting systems (preferably 
QuickBooks Online or Zoho Books). 
• Structure financial data for real-time reporting and analytics. 
• Create automated financial dashboards for management. 
• Ensure accurate integration between accounting, banking, and reporting 
systems. 

2. Operations & Business Development Systems 
• Build a centralized database for tracking contracts, projects, and 
opportunities. 
• Implement CRM or pipeline management systems for business 
development teams across different cities. 
• Digitize document management and contract tracking. 

3.  Automation & Integration 
• Use automation tools (such as Zapier, Make, or similar platforms) to 
connect different software systems. 
• Reduce manual work through automated workflows for reporting, 
document storage, and communication. 

4.  Management Reporting 
• Develop simple executive dashboards showing: 
• Financial performance 
• Contract pipeline 
• Project progress 
• Cash flow outlook 

5.  Internal Process Improvement 
• Map existing company workflows and identify opportunities for digitization. 
• Train staff on new systems and ensure smooth adoption. 

Required Skills & Experience 
• Experience implementing accounting platforms such as QuickBooks 
Online, Zoho Books, or similar systems. 
• Strong proficiency in Excel / Google Sheets and data structuring. 
• Familiarity with automation platforms (Zapier, Make, or similar). 
• Experience setting up CRM or project tracking systems. 
• Ability to design simple dashboards for management reporting. 

Preferred Qualifications 
• Background in operations, finance systems, or business analytics. 
• Experience working with small or medium-sized businesses implementing 
digital systems. 
• Familiarity with tools such as Notion, Airtable, Power BI, or similar 
analytics platforms.