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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
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
Job Description
Experience: Fresher or (0-1 year)
Shift: 3pm to 12am and 6pm to 3am.
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Job Title: Process Associate (CA) |
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Function: Accounting |
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Reports To: Accounting Manager |
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Position Overview: The role will apply principles of accounting to analyze financial information and prepare financial reports utilizing GAAP. May function as an accounting liaison, participate in accounting projects and provide direction to less experienced accounting staff. |
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Accountabilities |
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• Prepares income and balance sheet statements, and various other accounting statements and financial reports |
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• Analyses complex financial reports and records, making recommendations relative to reserves, assets, and expenditures |
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• Reviews and verifies the accuracy of journal entries and accounting records |
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• Reviews balance sheet reconciliations and proposes adjusting entries as necessary |
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Responsibilities |
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• Completes month-end close activities, including but not limited to journal entries, accruals, and accounting for payroll |
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• Reconciles complex bank statements and records related entries |
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• Prepares and maintains balance sheet reconciliations and supporting schedules |
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• Assists in preparation of periodic, quarterly, and annual financial statements |
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• Researches and respond to questions from Operations Managers |
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• Participates in external audit as necessary by preparing required schedules and supplemental information, and responding to inquiries of external auditors |
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• Assists in various special projects as needed |
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• Other duties as assigned |
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Interdependencies |
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This person will work closely with counterparts in areas such as accounting, financial planning and analysis, tax, legal, operations, and other key analysts and managers throughout the company. |
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Competencies |
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· Extremely detail-oriented, analytical, quick learner and ability to work independently |
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· Ability to handle multiple priorities in a time-sensitive and dynamic environment |
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· Excellent communication skills to all levels of the organization |
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· Proficiency with MS Office |
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· High level of accuracy and attention to details |
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Qualifications & Requirements |
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· Bachelor’s degree in accounting+ Qualified CA (mandatory) 1. Good knowledge of GAAP, Accounting Standards, 2. Good communication skills - oral, written 3. Ability to work in a team. 4. Take ownership of the work 5. Work in stretched time, if required, sometimes 6. Abide by values - respect, care, share. 7. Urge to know. |
Skills
CA Accounting, GAAP

