Solutions Lead F&A

6 days ago

uttar pradesh, India EXL Full time

JOB PURPOSE & SUMMARY This role requires a strategic and technically proficient Solutions Leader to spearhead the development and execution of compelling Finance & Accounting (F&A) solutions for RFPs and proposals. The ideal candidate will possess deep expertise in F&A processes, coupled with a strong command of digital technologies, artificial intelligence, automation, and data-led transformation, enabling the creation of innovative, scalable, and client-focused solutions. PRINCIPAL ACCOUNTABILITIES Lead the solutioning and technical response for Finance & Accounting (F&A)–related RFPs, RFIs, and proposals across industries. Collaborate with sales, delivery, product, and technology teams to design end-to-end F&A solutions aligned with client needs and strategic objectives. Translate complex finance and accounting requirements into digital-first solutions leveraging automation, AI/ML, advanced analytics, and cloud platforms. Develop solution blueprints, architecture diagrams, and value propositions tailored to F&A transformation opportunities. Present solutions to internal stakeholders and clients through orals, workshops, and demos. Stay current with industry trends, regulatory changes, and emerging technologies in Finance & Accounting, shared services, and BPM. Support cost modelling, risk assessment, and transition planning for proposed F&A solutions. Contribute to the development of reusable assets, accelerators, and best practices for F&A solutioning SKILLS AND KNOWLEDGE Functional & Behavioral Skills Proven expertise in F&A processes (Record to Report, Procure to Pay, Order to Cash, FP&A, Tax, Treasury) and familiarity with regulatory/compliance requirements Strong understanding of digital enablers including ERP platforms (SAP, Oracle, Workday), Intelligent Automation (RPA, AI/ML), workflow/BPM tools, and data analytics Experience in crafting solutions and responses for large, complex RFPs and client engagements Excellent communication, presentation, and stakeholder management skills. Familiarity with cloud ecosystems (AWS, Azure, GCP) and data platforms (Snowflake, Databricks, etc.) Experience with digital finance transformation, including areas such as touchless invoice processing, cash application automation, close & consolidation, reconciliations, FP&A, or customer-to-cash optimization Prior experience working with global F&A operating models, shared services, or Global Business Services (GBS) environments Certifications in BPM tools, cloud platforms, or AI/ML frameworks are a plus. Experience working with global delivery teams and offshore models. Familiarity with regulatory and compliance requirements in the insurance industry. Strong analytical and storytelling skills to craft compelling value propositions. Educational Qualifications & Relevant years of Experience Qualified Accountant, master’s degree in finance, Accounting (MBA preferred) 10+ years of experience in Finance & Accounting transformation, BPM, or solution architecture roles

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