Technical Lead - Finance Solutions at Financial Services Company · Bengaluru (Bangalore), Delhi · 3 - 6 years · ₹10L - ₹25L / yr · Posted 19 Jan 2026

Required Skills: Excellent Communication Skills, Project Management, SQL queries, Expertise with Tools such as Jira, Confluence etc.
Criteria:
- Candidate must have Project management experience.
- Candidate must have strong experience in accounting principles, financial workflows, and R2R (Record to Report) processes.
- Candidate should have an academic background in Commerce or MBA Finance.
- Candidates must be from a Fintech/ Financial service only.
- Good experience with SQL and must have MIS experience.
- Must have experience in Treasury Module.
- 3+ years of implementation experience is required.
- Candidate should have Hands-on experience with tools such as Jira, Confluence, Excel, and project management platforms.
- Need candidate from Bangalore and Delhi/NCR ONLY.
- Need Immediate joiner or candidate with up to 30 Days’ Notice period.
Description
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 company 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
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

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We are looking for an experienced Technical Project Manager / Risk Business Analyst to manage the ORS roadmap, backlog prioritization, project delivery, and risk-related business requirements. The role involves collaborating with business, risk, trading, and technology teams, managing dependencies, tracking KPIs, preparing business cases, and presenting updates to senior stakeholders.
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Forward Deployed Implementation Engineer
About the Role
We are looking for a Forward Deployed Implementation Engineer who can work closely with customers and internal teams to successfully implement and operationalize our product.
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This role is ideal for someone who enjoys solving real customer problems, working with data and systems, understanding accounting workflows, and getting things across the finish line.
What You’ll Do
- Own the end-to-end implementation of the product for new and existing customers.
- Understand customer business processes, accounting workflows, and operational requirements.
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What We’re Looking For
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Required Technical and Professional Expertise for Work Day – Finance consultant.
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· Supplier Accounts/Contracts, Procurement, Business Assets, Expenses and Inventory.
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Workday Certified will be preferred
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Shift: 2:00PM-11:00PM
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GEMBA CONCEPTS · TECHNOLOGY DIVISION
· JOB DESCRIPTION
Technical Delivery Manager – Services LOCATION Bengaluru (Hybrid) ABOUT GEMBA CONCEPTS EXPERIENCE 5–8 years REPORTS TO Chief Technology Officer TYPE Full-time Gemba Concepts helps manufacturers and enterprises improve how their operations run. Our technology division builds and runs Gemba Connect, a suite of enterprise SaaS products spanning warehouse management, logistics, ERP, and applied AI/ML, deployed across 30+ active client accounts in manufacturing, pharma, FMCG and retail.
ABOUT THE ROLE
We're looking for a technical leader to own Gemba's services business end to end: delivery, people, commercials and reporting. You'll run every client implementation and custom development engagement, build and manage the team that delivers them, and be the single point of accountability to clients and leadership for how services perform. You've written production Java code, can read a Spring Boot service and a SQL execution plan, and have since hired, reviewed and led delivery teams. The product roadmap stays with product leadership; everything we deliver to clients runs through you.
WHAT YOU'LL OWN Services business ownership
• Own the health of the services portfolio: delivery, client satisfaction, billing milestones and account growth.
• Run post-sale SOW execution. Ensure milestones are hit and billed on time, and follow up with finance and clients on receivables.
• Grow accounts by converting change requests and enhancements into scoped, priced, billable work.
• Track effort, utilisation and margin by account; act when an engagement turns unprofitable. Delivery
• Run multiple concurrent client implementations, owning scope, timeline, cost and quality.
• Plan and run sprints with Tech Leads: grooming, estimation, capacity planning, reviews and retros.
• Own go-lives (UAT, cutover, data migration, hypercare) and post-go-live support SLAs.
• Maintain RAID logs and delivery dashboards; flag risk early, with a proposed fix. Requirements and change control
• Be the single intake point between consulting teams, clients and engineering; convert requirements into user stories with testable acceptance criteria.
• Baseline scope and run a formal change-request process. Every change is priced in effort, cost and date before it's accepted.
• Make sure what's agreed is documented before it's built. People and hiring • Plan services headcount against the delivery pipeline and run hiring end to end (role definition, interviews, closing) at a high bar.
• Run goal-setting, regular 1:1s and performance reviews for the services team; give input on promotions, compensation and performance plans.
• Grow Tech Leads and senior engineers into people who can own accounts independently.
• Own team retention and morale. Know who's at risk before they resign. Gemba Concepts · Technology Division Page 1GEMBA CONCEPTS · TECHNICAL DELIVERY MANAGER – SERVICES Reporting
• Publish monthly services MIS to leadership: revenue billed, collections, on-time delivery, SLA adherence, utilisation, hiring and attrition.
• Contribute the services section to quarterly board reporting.
• Run monthly or quarterly business reviews with key client stakeholders. Technical oversight
• Work with Tech Leads on design reviews, integrations (ERP, WMS, third-party systems) and non-functional requirements.
• Lead incident triage and root-cause reviews on client escalations; track corrective actions to closure.
• Coordinate with DevOps on environments, CI/CD and release windows.
• Uphold security and compliance controls (e.g., SOC 2) across delivery. Improving how we deliver
• Drive adoption of AI-assisted development and testing tools, and measure whether they actually raise throughput per engineer.
• Tighten estimation accuracy, definition of done and release discipline across the services team. MUST-HAVES
• 5–8 years in software, including 2+ years as a hands-on Java developer and 2+ years in delivery or project management.
• 1+ year leading a team of 5+ directly, including hiring and performance reviews.
• Strong working knowledge of Java and Spring Boot. You can review a PR, understand how a service is structured, and challenge an estimate.
• Solid SQL: schema design, writing and debugging queries, and understanding of indexing, transactions and production issues such as slow queries and connection pool exhaustion (SQL Server/Azure SQL, PostgreSQL or MySQL).
• Hands-on exposure to cloud platforms (Azure preferred, AWS/GCP acceptable).
• Working experience with the commercial side of client engagements: SOWs, milestone billing and change orders. Margin tracking is a plus.
• Track record of delivering enterprise B2B software to external clients across multiple parallel engagements.
• Proficiency with Jira or Azure DevOps, Confluence and Git-based workflows.
• Clear communication. You can present to a client CXO, write a board-ready MIS, and give an engineer hard feedback. GOOD TO HAVE
• Domain experience in manufacturing, supply chain, warehousing, logistics or ERP.
• Background in an IT services firm or the services arm of a product company.
• Familiarity with microservices, REST API design and message queues.
• Experience delivering AI/ML features.
• Exposure to SOC 2 or ISO 27001 audits.
• Certifications (PMP, CSM, PMI-ACP) are welcome but won't substitute for a delivery and team-building track record. WHAT SUCCESS LOOKS LIKE IN YOUR FIRST 6 MONTHS
• 85%+ of implementations go live on the committed date.
• Billing milestones are invoiced on time, and receivables ageing is visibly down. • Every active account has baselined scope, a live RAID log and a change log.
• Services hiring is on plan, with near-zero regretted attrition.
• Leadership gets a monthly services MIS without having to chase it. WHO YOU'LL WORK WITH The services delivery team (engineers, Tech Leads, BAs, QA), product squads, DevOps, consulting teams, finance and client stakeholders.
WHY JOIN Own a real business line with direct access to leadership. Build the team and operating model your way. Work on enterprise products in active growth, including applied AI.
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- System Configuration: Leading the configuration and customization of the Workday finance module to meet the organization's specific procurement processes and requirements. This includes FDM, financial and accounting structures wrt. procurement, procurement rules, and reporting hierarchies.
- Data Migration: Overseeing the migration of procurement data from legacy systems to Workday, ensuring data integrity and accuracy during the transition.
- Integration Management: Coordinating the integration of Workday finance module with other systems, such as payroll, procurement, and billing systems, to ensure seamless data flow and process integration.
- Testing and Quality Assurance: Developing and executing test plans to validate the accuracy and functionality of the Workday finance module implementation, resolving issues and defects, and ensuring a smooth transition to production.
- Change Management: Collaborating with stakeholders to manage organizational change and user adoption of the Workday finance module, including developing training materials, conducting user training sessions, and providing ongoing support.
- Stakeholder Management: Engaging with procurement teams, project sponsors, and executives to ensure alignment of the implementation with strategic objectives, managing expectations, and providing regular updates on project progress.
- Post-Implementation Support: Providing post-implementation support and troubleshooting assistance to users, addressing system-related issues, and working with Workday support or consultants to resolve technical problems.
- Continuous Improvement: Identifying opportunities for system enhancements, process improvements, and optimization of the Workday finance module, collaborating with stakeholders to implement changes and drive efficiency.
- Documentation: Creating and maintaining comprehensive documentation of system configurations, processes, and user guides to support ongoing system maintenance and future enhancements.
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Must have managed 4 or more Large Enterprise End to End Workday Financials Implementations, demonstrating hands-on design/solutioning, configuration and testing experience in as procurement module and Integration with other Application) areas:
- Supplier Accounts/Contracts, Procurement, Expenses and Inventory.
- Experience of global / multi-country deployments with localization requirements.
- Be able to identify strategies, alternatives, approaches, risks, and mitigations to meet requirements, as well as assist in testing and resolving issues.
- Experience of developing methodology and continuous improvements in delivery
- Experience of assisting in pre-sales activities and ability to accurately estimate scope, effort and resources required to complete projects
- Experience in Financial accounting and procurement roles.
- Experience in any other Workday Financials areas: FDM, Customer Accounts/Contracts, Supplier Accounts/Contracts, Procurement, Expenses and Inventory.
- 4 or more Large Enterprise End to End experience in other Workday
Primary Skillset: Workday Finance, P2P, R2R, C2C, Integration Module
Secondary Skillset: Financial Accounting, Budgets, Reporting, Customer Accounts/Contracts, Projects/PSA, Banking, Taxes, Supplier Accounts/Contracts, Procurement, Business Assets, Expenses and Inventory, Financial Core, Financial Services Practical & Essentials, Banking & Settlement, AR, AP, General Ledger, EIB, Core Connectors
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.










