Position Overview
We are looking for an experienced Implementation Lead with deep expertise in financial workflows, R2R processes, and treasury operations to drive client onboarding and end-to-end implementations. The ideal candidate will bring a strong Commerce / MBA Finance background, proven project management experience, and technical skills in SQL and ETL to ensure seamless deployments for fintech and financial services clients.
Key Responsibilities
- Lead end-to-end implementation projects for enterprise fintech clients
- Translate client requirements into detailed implementation plans and configure solutions accordingly.
- Write and optimize complex SQL queries for data analysis, validation, and integration
- Oversee ETL processes – extract, transform, and load financial data across systems
- Collaborate with cross-functional teams including Product, Engineering, and Support
- Ensure timely, high-quality delivery across multiple stakeholders and client touchpoints
- Document processes, client requirements, and integration flows in detail.
- Configure and deploy Bluecopa solutions for R2R, treasury, and reporting workflows.
Required Qualifications
- Bachelor’s degree Commerce background / MBA Finance (mandatory).
- 3+ years of hands-on implementation/project management experience
- Proven experience delivering projects in Fintech, SaaS, or ERP environments
- Strong expertise in accounting principles, R2R (Record-to-Report), treasury, and financial workflows.
- Hands-on SQL experience, including the ability to write and debug complex queries (joins, CTEs, subqueries)
- Experience working with ETL pipelines or data migration processes
- Proficiency in tools like Jira, Confluence, Excel, and project tracking systems
- Strong communication and stakeholder management skills
- Ability to manage multiple projects simultaneously and drive client success
Preferred Qualifications
- Prior experience implementing financial automation tools (e.g., SAP, Oracle, Anaplan, Blackline)
- Familiarity with API integrations and basic data mapping
- Experience in agile/scrum-based implementation environments
- Exposure to reconciliation, book closure, AR/AP, and reporting systems
- PMP, CSM, or similar certifications
Skills & Competencies
Functional Skills
- Financial process knowledge (e.g., reconciliation, accounting, reporting)
- Business analysis and solutioning
- Client onboarding and training
- UAT coordination
- Documentation and SOP creation
Project Skills
- Project planning and risk management
- Task prioritization and resource coordination
- KPI tracking and stakeholder reporting
Soft Skills
- Cross-functional collaboration
- Communication with technical and non-technical teams
- Attention to detail and customer empathy
- Conflict resolution and crisis management
What We Offer
- An opportunity to shape fintech implementations across fast-growing companies
- Work in a dynamic environment with cross-functional experts
- Competitive compensation and rapid career growth
- A collaborative and meritocratic culture
Shubham Vishwakarma
Full Stack Developer - Averlon
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Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon