Finance Subject Matter Expert

3 days ago

Chennai, Tamil Nadu, India Tridots Tech Private Limited Full time

Finance Subject Matter Expert & ERP Functional Consultant - (Work Location = Chennai / Tamilnadu - NOT WFH)

This role combines the expertise of an ERP functional consultant with basic understanding of any ERP platform.

You will be trained for analyzing client's business needs using financial and non-financial data, system & process problems of the client's, overcoming (finance) functional limitations, enabling & facilitating reports, configuring ERP to meet those needs, and ensuring a smooth implementation process. You will be trained on ERPNext and you will be part of a team - until, you are confident and trained to handle it independently. You will never be alone until and unless, you scale up to take it head-on

Responsibilities:

Business Analysis:

Conduct meetings and client engagements to understand client's business processes across various departments (e.g., Finance, Buying, Selling, Inventory, Assets, HR, CRM etc).

* Identify areas for improvement and opportunities to streamline operations - through ERP.

* Document current workflows and translate them into a functional and non technical document.

* Capability to understand the client's business limitations / challenges & suggest solutions.

Systems / ERP Expertise

Possess theoretical or working knowledge of systems / any accounting software / any erp functionalities, logics & workflows.

* Capability to fit the accounting software to specific needs of each client.

* Ability to understand the ERP's options and way of doing things and demonstrating it to prospective clients and clients.

Project Management

Work collaboratively with project managers and technical / software coding team.

* Develop and manage project timelines and milestones - using Excel.

* Identify and mitigate potential risks during implementation.

* Keep the client engagement active and connected - daily - by emails / status update.

Communication & Training

Explain complex functional / finance functionalities to both technical and non-technical audiences.

* Develop and deliver training materials for end-users on how to effectively utilize ERPNext - (capability and individual based)

* Provide ongoing functional support to users after implementation.

* Sum-up all the client's understanding in a word file and help create a business requirements document.

Qualifications

Bachelor's degree in Finance, Economics, Accounts or related field - anyone pursuing can also apply - provided academics is not impacted.

* Excellent understanding of ERP functionalities logically (e.g.Finance, Accounts, Inventory, HRMS, CRM etc).

* Strong analytical and problem-solving skills.

* Excellent communication, written and verbal, with the ability to explain functional concepts to non-technical users.

* Project management experience (a plus).

Additional Skills (depending on clients)

Experience with specific industries that you may have been experienced with during internship / articleship (e.g., Manufacturing, Distribution).

* Proficiency in Excel

Benefits of this combined role

You will be a valuable asset, bridging the gap between business needs and technical functionalities of ERPNext.

* You will gain a deeper understanding of ERP systems and how they can optimize business processes.

* You will have the opportunity to work on challenging projects and see the impact of your work on client success.

Your daily work would help you to achieve the following % of coverage or practical exposure - to that of your theoretical studies.

Applied Knowledge

Business and Technology (BT) - 60%

Financial Accounting (FA) - 50%

Management Accounting (MA) - 50%

Applied Skills

Corporate and Business Law (LW) - 20%

Taxation (TX) - 10%

Financial Reporting (FR) - 30%

Performance Management (PM) - 30%

Financial Management (FM) - 30%

Strategic Professional

Strategic Business Leader (SBL) - 30%

PLEASE DO NOT FORGET TO VISIT OUR WEBSITE -

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