Sr. System Support Specialist (Coupa & Lucernex)

Are you a finance professional looking to move beyond routine accounting and work on business transformation projects? This opportunity offers exposure to finance processes, ERP systems, consulting assignments, and interactions with businesses across various industries.

What You'll Do

• Work on finance process improvement and transformation initiatives.
• Analyze and strengthen accounting, reporting, and financial control processes.
• Support ERP implementation and business system projects.
• Collaborate with clients to understand business requirements and recommend solutions.
• Participate in financial reporting, MIS, compliance, and audit-related activities.
• Assist organizations in adopting best practices and efficient workflows.

What We're Looking For

• B.Com, M.Com, CA Inter, or equivalent finance qualification.
• 5+ years of experience in Accounting, Finance, Audit, MIS, Financial Reporting, or related areas.
• Strong understanding of:
• General Ledger
• Accounts Payable & Receivable
• Fixed Assets
• Financial Statements
• Costing & Inventory Valuation
• Audit & Compliance
• Experience with ERP systems will be an advantage.
• Good communication, analytical, and stakeholder management skills.

Why This Role?

✅ Opportunity to work on large-scale business improvement projects

✅ Exposure to multiple industries and business models

✅ Hands-on learning in ERP and finance transformation initiatives

✅ Dynamic work environment with continuous professional growth

✅ Strong client interaction and business exposure

Candidate Preferences

• Open to travel for client engagements and project assignments.
• Interested in a consulting-oriented role and learning-driven environment.
• Demonstrates career stability and long-term commitment.
• Comfortable working in a fast-paced, business-focused setting.

If you enjoy solving business challenges, improving financial processes, and working closely with diverse organizations, we'd love to hear from you.

We're Hiring: Functional Analyst (Financial Aid Systems)

Location: Remote | India

Type: Contract

We are hiring for a private equity client that acquires enterprise software companies and builds them into high-growth businesses using a proprietary operating model and AI-powered technology. This role sits in one of their higher-education software companies, which is investing in its delivery team.

What You Will Do

• Lead client demos, discovery, training, and validation sessions
• Gather and document requirements, business processes, and workflows
• Configure the software to match each client's future-state processes
• Troubleshoot issues and work with developers to resolve them quickly

What You Bring

• Bachelor's degree in business, information technology, or a related discipline
• 5+ years in financial aid or financial aid systems management
• Experience with system configuration, data conversion, and implementation projects
• Strong communication skills, comfort training groups, and proficiency in Word, Excel, PowerPoint, Project, SharePoint, Jira, and Confluence

If you know financial aid systems inside out, we'd love to hear from you.

Role Overview

We are looking for a dynamic and detail-oriented ERP Functional Consultant / Implementation & Support Engineer who will be responsible for ERP implementation, user training, and ongoing client support.

Key Responsibilities

● Implement ERP applications at client locations

● Provide user-wise and department-wise training

● Understand and analyze client business requirements and map them in ERP

● Coordinate with internal and external stakeholders for data setup and documentation.

● Prepare user-defined reports and maintain proper documentation

● Handle end-to-end ERP implementation lifecycle.

● Provide post-implementation support and troubleshooting

● Work on modules like Sales, Purchase, Production, Inventory, Finance, HR, etc.

● Manage multiple projects simultaneously in a fast-paced environment

● Ensure timely project delivery and meet utilization targets

Required Skills & Competencies

● Strong analytical, functional, and communication skills

● Understanding of business processes, preferably in the manufacturing industry

● Basic knowledge of SQL (ability to write simple queries).

● Knowledge of ERP modules (Sales, Purchase, Inventory, Finance, HR, etc.)

● Ability to quickly learn new technologies and tools

● Strong problem-solving and multitasking abilities

● Ability to work independently as well as in a team

Eligibility Criteria

● Freshers or candidates with up to 2 years of experience

● Candidates with 2–3 ERP implementation projects preferred (for experienced roles)

● Good communication skills in English and Hindi & Tamil, Telugu, Kannada (regional language is an advantage).

Important Notes (Mandatory Conditions)

1. This is a 100% Work From Office role (No Hybrid / Remote option available)

2. Candidates must be open to travel across India and internationally based on project requirements (Male candidates preferred for travel roles).

3.Accommodation and food are not provided (except during client-site implementation).

Job role: FP&A Analyst

Location: Bangalore, India

Job Requirements: Drive end-to-end financial planning, budgeting, forecasting, and scenario analysis to support strategic decision-making across Balance Sheet, P&L, and cost structures.

Key responsibilities:

A. Planning & Budgeting

• Manage driver-based budgeting models

• Consolidate and validate P&L, Balance Sheet, and key ratios

• Support business units in preparing planning submissions and review packs

• Execute cost allocation models, Maintain allocation drivers,

B. Variance Analysis

• Actual vs Budget / Forecast analysis

• MoM and YoY movement analysis

• Cost center-level variance breakdowns

• Volume / rate / mix analysis

C. Forecasting

• Prepare monthly rolling forecasts

• Update outlook based on performance, macro factors, and business inputs

• Maintain driver-based and scenario-integrated forecasting models

D. Scenario Analysis & Stress Testing

• Perform sensitivity and what-if analysis (e.g., NIM, impairments, costs)

• Support regulatory exercises (ICAAP / ILAAP / stress scenarios)

• Quantify capital and liquidity impacts

• Prepare governance & committee packs

E. Governance & Reporting

• Produce segment/customer profitability reports

• Draft variance commentary (templated/automated)

• Highlight key drivers and anomalies

• Prepare Board / ExCo packs

• Identify risks and opportunities in financial plans

• Validate data integrity and consistency across models

Soft skills:

• Advanced FP&A expertise (Banking preferred)

• Strong understanding of Balance Sheet & Capital metrics

• Financial modelling (driver-based, scenario modelling)

• Knowledge of stress testing frameworks (BoE scenarios preferred)

• Advanced Excel + planning tools (Anaplan, SAP BPC, Hyperion)

Tools / Systems

• Planning tools: Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion

• Excel (advanced modelling)

• BI tools: Power BI / Tableau

Risks & Controls

• Risk: Model inaccuracies → Control: Model validation & reconciliation

• Risk: Data inconsistency → Control: Cross-functional alignment checks

Risk: Regulatory non-compliance → Control: ICAAP/ILAAP validation reviews

Education requirements:

• Chartered Accountant

• Master’s degree in accounting, Finance, Economics, or related field

Certification:

• Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion

• Excel (advanced modelling)

Keyword:

Skills: Data Concepts & Data Modelling~F&A - Financial Planning & Analysis

Experience Required:

• Financial Reporting
• Preparation of monthly standalone and consolidated financial statements.
• Coordination with group entities for timely submission of monthly compliance requirements.
• Preparation of monthly expense variance analysis and reporting to management.
• Compliance & Audit
• Addressing monthly requirements of Adani Group and other stakeholders.
• Coordinating with statutory auditors / Internal Auditors for quarterly closures and ensuring timely completion.
• Performing quarterly 26AS reconciliation with books of accounts.
• Fixed Assets & Banking
• Managing and reviewing the consolidated fixed assets register, including monthly computation and reconciliation.
• Handling monthly banking requirements related to company financiers and ensuring smooth liaison with banks.
• General Responsibilities
• Supporting management in ad-hoc requirements related to finance, accounting, and compliance.
• Assisting in process improvements, system enhancements, and strengthening internal controls.

Skills and Qualifications Required • Bachelor's or Master's degree in Information Technology, Computer Science, or a related analytical discipline. • 3–5+ years of experience in application support, software support, or business systems support roles. • Hands-on experience supporting NetSuite is mandatory. • Experience with NSAR, including access management and governance processes, is highly preferred. • Strong customer service, stakeholder management, and relationship-building skills. • Willingness to work in US business hours and support a 24x7 operational environment when required. • Proficiency in Microsoft Office applications, including Excel, PowerPoint, Teams, Outlook, and Word. • Advanced to expert-level proficiency in Microsoft Excel, including data analysis and reporting. • Strong analytical, troubleshooting, and problem-solving capabilities. • Ability to manage multiple priorities and work effectively in a fast-paced environment. • Excellent verbal and written communication skills, with the ability to independently engage and support US-based stakeholders. • Ability to work both independently and collaboratively within cross-functional teams. • Demonstrated ability and eagerness to learn and support new business applications such as CaseLocker, Ragic, Salesforce, and DocuSign. • Exposure to Salesforce, Ragic, CaseLocker, and DocuSign is considered an advantage. • Familiarity with AI tools such as Microsoft Copilot or similar platforms for productivity, automation, and operational efficiency is preferred.

Job Description –Executive Assistant (Finance)

Position Title: Executive Assistant (Finance)

Location: Mumbai

Department: Finance

Reports to: CFO

Role Overview

The role will function as a strategic project management partner to the CFO, driving execution of key initiatives, strengthening business finance coordination, and ensuring alignment across group entities. The incumbent will be responsible for driving execution discipline, ensuring cross-functional alignment, and delivering strategic priorities on time, while enabling data-driven decision-making and robust performance tracking at a group level.

Key Responsibilities

1. Project Management (Finance & Business Initiatives)

• Drive and track key finance and cross-functional projects across the group.
• Develop project plans, timelines, and milestones for strategic initiatives.
• Monitor progress, identify risks, and ensure timely execution.
• Coordinate with stakeholders to resolve bottlenecks and drive accountability.
• Maintain project dashboards and status reports for leadership review.
• Proactively raise red flags in case there is a major devitation

2. Business & Finance Coordination

• Act as a central coordination point between finance, manufacturing, HR,compliance and leadership teams.
• Ensure alignment of financial plans with business objectives across Diamond & Jewellery divisions.
• Facilitate seamless flow of information across departments for decision-making.
• Support implementation of group-level finance initiatives and policies. Coordinate with various teams for financial data consolidation.
• Ensure timely availability of financial information for management reviews.
• Drive compliance coordination by liaising with internal stakeholders, external consultants, and auditors to ensure adherence to regulatory requirements

3. Group Alignment & Governance

• Ensure alignment of common goals and priorities across divisions.
• Track key business metrics and performance indicators at a group level.
• Support leadership in driving standardization of processes and reporting across entities.
• Follow up on action items from leadership meetings and ensure closure.

4. Management Reporting & MIS

• Prepare and consolidate group level monthly MIS, financial dashboards, and management reports.
• Analyze revenue trends, cost structures, margins, and working capital. Present financial insights to support business strategy and operational decisions.
• Improve reporting structures and financial analytics
• Provide actionable insights for leadership decision-making.
• Ensure accuracy and timeliness of financial and business reporting.

5. Process Improvement & Automation

• Identify and eliminate process inefficiencies, duplication of work, and manual dependencies across finance and business teams.
• Implement SOPs (Standard Operating Procedures) for key finance and cross-functional processes.
• Drive automation of recurring reports and workflows
• Drive process standardization across finance and business functions.
• Identify opportunities for automation and efficiency improvement.

6. Special Projects & Business Analysis

• Work on special finance projects such as cost optimization, profitability improvement, and financial restructuring.
• Conduct data-driven analysis to support new business initiatives.
• Support leadership in strategic financial planning and decision-making.

Key Skills & Competencies

• Strong knowledge of financial reporting and analysis
• Advanced financial modelling and analytical skills
• Ability to translate financial data into strategic insights
• Strong stakeholder management and coordination skills
• High level of confidentiality and professionalism
• Advanced proficiency in Excel, PowerPoint, and financial MIS systems
• Experience in SAP and ERP systems

Qualifications & Experience

• CA / MBA (Finance) or equivalent qualification.
• 8-12 years of experience in finance, financial planning & analysis, or consulting
• Experience in manufacturing / trading / diamond or jewelry industry preferred

Job role: FP&A Analyst

Location: Noida, Chennai, India

Employment Type: Full Time with NAM Info Pvt Ltd (Payroll)

Experience: 4+

Job Requirements: Drive end-to-end financial planning, budgeting, forecasting, and scenario analysis to support strategic decision-making across Balance Sheet, P&L, and cost structures.

Key responsibilities:

A. Planning & Budgeting

• Manage driver-based budgeting models

• Consolidate and validate P&L, Balance Sheet, and key ratios

• Support business units in preparing planning submissions and review packs

• Execute cost allocation models, Maintain allocation drivers,

B. Variance Analysis

• Actual vs Budget / Forecast analysis

• MoM and YoY movement analysis

• Cost center-level variance breakdowns

• Volume / rate / mix analysis

C. Forecasting

• Prepare monthly rolling forecasts

• Update outlook based on performance, macro factors, and business inputs

• Maintain driver-based and scenario-integrated forecasting models

D. Scenario Analysis & Stress Testing

• Perform sensitivity and what-if analysis (e.g., NIM, impairments, costs)

• Support regulatory exercises (ICAAP / ILAAP / stress scenarios)

• Quantify capital and liquidity impacts

• Prepare governance & committee packs

E. Governance & Reporting

• Produce segment/customer profitability reports

• Draft variance commentary (templated/automated)

• Highlight key drivers and anomalies

• Prepare Board / ExCo packs

• Identify risks and opportunities in financial plans

• Validate data integrity and consistency across models

This role will be permanent with NAM info and deploy to client location Hyderabad & Pune.

Work Mode: WORK FROM OFFICE

Role Descriptions:

• Perform detailed data analysis and support business decision-making
• Gather and document business requirements and translate them into technical specifications
• Work closely with stakeholders to define data needs and reporting requirements
• Create user stories, functional specifications, and support UAT activities
• Ensure alignment between business objectives and data solutions

Required Skills:

• Strong expertise in SQL and data querying
• Proven experience in data analysis, requirement gathering, and stakeholder management
• Ability to translate business requirements into technical solutions and user stories
• Good understanding of data models, reporting, and analytics concepts

Skills: Business Analysis~ORACLE SQL

Locations: ~HYDERABAD~PUNE~

Desire candidate

• Candidate should have valid PF.

Role Overview: Looking for an experienced ERP Test Analyst to support the delivery of a major Infor ERP implementation. The role involves coordinating and delivering testing activities across the full test lifecycle, working closely with Test Leads, business stakeholders, and functional SMEs.

You will work across functional workstreams, integrations, reporting, and data migration to ensure the Infor solution is robust, fit for purpose, and ready for deployment.

This is a structured testing role requiring strong test creation and execution skills across System Integration Testing (SIT), End-to-End (E2E), and User Acceptance Testing (UAT), along with strong coordination, governance, and stakeholder management abilities.

Required Experience

• Proven experience as a Test Analyst or Senior Test Analyst within ERP or large enterprise system delivery.
• Experience supporting System Integration Testing (SIT), End-to-End (E2E) testing, and User Acceptance Testing (UAT).
• Strong understanding of ERP business processes and cross-functional integrations.
• Experience developing and executing detailed test scenarios and scripts.
• Experience supporting ERP test planning, scheduling, and governance.
• Experience defining test scope across ERP modules, integrations, and business processes.
• Experience reviewing requirements and solution designs for clarity and testability.
• Experience defining and validating business requirements and acceptance criteria.
• Experience coordinating integration testing between ERP and third-party systems.
• Experience supporting data migration and reporting validation.
• Experience with defect management, triage, impact analysis, and resolution tracking.
• Experience with test management tools such as JIRA, Zephyr, or equivalent.
• Experience working within structured delivery frameworks and governance models.
• Strong written and verbal communication skills.
• Strong organizational and coordination skills.
• Ability to manage multiple priorities in a fast-paced delivery environment.
• Collaborative approach with technical and business stakeholders.

Mandatory Skills:

• Enterprise Application Testing: Infor, SAP, Oracle, or Microsoft Dynamics (Anyone)
• System Integration Testing (SIT)
• End-to-End (E2E) Testing
• User Acceptance Testing (UAT)
• Test Scenario & Test Script Creation
• ERP Business Process & Integration Testing
• Defect Management & Triage
• JIRA / Zephyr or equivalent Test Management Tools
• Test Planning, Governance & Status Reporting

Preferred Skills: (Nice to have)

• Infor ERP solutions, including CloudSuite or equivalent enterprise platforms
• Experience working alongside Test Leads in large-scale ERP programmes
• DevOps / CI/CD environments
• Continuous Testing practices
• Data Migration Testing
• ERP Integration Testing
• Reporting Validation

About Potentiam: Potentiam is a global provider of highly qualified professionals to European SMEs from our offices in Romania, South Africa and India. Potentiam works with clients in finance, energy, leisure, marketing, business services and technology industries, providing technical, professional multi- lingual highly motivated staff, most of whom have had experience of working for international companies. Staff cover a wide range of roles from accounting, marketing, data management, HR, sales/account management, engineering, technology, and operations. Potentiam manages our staffs career development and personal development training, all infrastructure, HR and payroll with our clients directly managing day-to-day staff responsibilities and role training and development.

If you are interested in this opportunity, please submit your CV