Financial Implementation Specialist

3 days ago

Bengaluru, Karnataka, India beBeeImplementation Full time ₹ 1,80,00,000 - ₹ 2,20,00,000
Implementation Lead - Financial Services

This role is ideal for someone with a strong understanding of financial systems, implementation methodologies, and client management.

  • Lead end-to-end implementation projects for enterprise 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.

Requirements:

  • Bachelor's degree in finance, business administration, information systems, or related field.
  • 3+ years of hands-on implementation/project management experience.
  • Proven experience delivering projects in fintech, SaaS, or ERP environments.
  • Strong understanding of accounting principles 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.

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.

About the Role:

  • The successful candidate will have excellent project management skills, technical knowledge, and communication skills.
  • They will be able to lead cross-functional teams and drive client satisfaction.

What We Are Looking For:

  • A dedicated professional who is passionate about fintech and project management.
  • Someone who can deliver results-driven solutions and exceed client expectations.

Skill Requirements:

  • Financial process knowledge (e.g., reconciliation, accounting, reporting).
  • Business analysis and solutioning.
  • Client onboarding and training.
  • UAT coordination.
  • Documentation and SOP creation.
  • Project planning and risk management.
  • Task prioritization and resource coordination.
  • KPI tracking and stakeholder reporting.
  • Communication with technical and non-technical teams.
  • Attention to detail and customer empathy.
  • Conflict resolution and crisis management.

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