Finance Transformation Specialist

1 week ago


Mumbai, Maharashtra, India IIFL Home Finance Full time

Role & responsibilities

  • Process Excellence: Map, review, and streamline end-to-end finance processes (accounting, FP&A, disbursement accounting, reconciliations, etc.) to eliminate inefficiencies and strengthen control mechanisms.
  • Automation & Digitisation: Identify and implement technology-based solutions (RPA, ERP enhancements, dashboards, and workflow tools) to automate manual processes
  • Project Management: Lead cross-functional transformation projects from design to execution - collaborating with IT, Operations, and Business teams to ensure smooth execution.
  • Change Management: Drive adoption of new systems and processes through effective communication, training, and user engagement within the finance team and related departments.
  • Governance & Standardisation: Develop, maintain SOPs, process documentation, and control frameworks to ensure standardised operations across finance units.
  • Data & Reporting Enhancement: Partner with FP&A and MIS teams to improve data flow, reporting quality, and dashboard visualisation for leadership and regulatory reporting.
  • Continuous Improvement: Establish metrics to measure process performance (TAT, error rate, manual intervention level) and continuously identify improvement opportunities.

Preferred candidate profile

  • Education: Chartered Accountant (CA) / CMA / MBA (Finance)
  • Experience: 7--10 years in Finance Process Improvement, Finance Systems Implementation, or Finance Transformation within BFSI / NBFC environment.
  • Preferred Exposure: ERP implementation (SAP / Oracle / FinOne), RPA tools, Power BI, and data workflow automation.
  • Technical Skills: MS Excel, Project Management, exposure to automation & analytics tools.
  • Behavioral Competencies: Analytical mindset, strong stakeholder management, structured problem-solving, and ability to lead cross-functional initiatives.


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