Technical Lead- Finance Solution
3 days ago
We are seeking an experienced Implementation Lead with strong expertise in financial workflows, R2R processes, and treasury operations to lead client onboarding and end-to-end solution deployments. The ideal candidate will have a Commerce or MBA (Finance) background, hands-on project management experience, and technical proficiency in SQL and ETL, ensuring seamless and successful implementations for fintech and financial services clients.
Key Responsibilities1. Project Delivery & Implementation
- Lead end-to-end implementation projects for enterprise fintech clients.
- Translate client requirements into detailed plans and configure solutions accordingly.
- Ensure on-time, high-quality delivery across all client touchpoints.
- Manage multiple implementation projects simultaneously with effective prioritization.
2. Technical & Functional Execution
- Write and optimize complex SQL queries for data validation and integration.
- Oversee ETL processes – extract, transform, and load financial data across systems.
- Configure and deploy Bluecopa solutions for R2R, treasury, and reporting workflows.
- Ensure seamless data migration, system integration, and testing.
3. Cross-functional Collaboration
- Work closely with Product, Engineering, and Support teams to resolve technical and functional issues.
- Collaborate with clients and internal stakeholders to align on scope, timelines, and deliverables.
4. Documentation & Training
- Maintain detailed process documentation, client requirements, and integration workflows.
- Conduct UAT coordination, client onboarding, and user training sessions.
- Create SOPs, user guides, and post-implementation reports.
Required Qualifications
- Bachelor's degree in Commerce or MBA in Finance (mandatory).
- Minimum 3 years of hands-on implementation or project management experience.
- Proven experience delivering projects in Fintech, SaaS, or ERP environments.
- Strong understanding of R2R, treasury, and financial accounting workflows.
- Hands-on expertise in SQL (joins, CTEs, subqueries) and ETL/data migration.
- Proficiency with Jira, Confluence, Excel, and project tracking tools.
- Excellent communication, documentation, and stakeholder management skills.
Preferred Qualifications
- Experience with financial automation tools (SAP, Oracle, Anaplan, Blackline, etc.).
- Knowledge of API integrations and basic data mapping.
- Exposure to AR/AP, reconciliation, reporting, and book closure processes.
- Experience in Agile/Scrum environments.
- Relevant certifications (e.g., PMP, CSM).
Core Skills & Competencies
Functional Skills:
Financial process knowledge | Business analysis | Client onboarding | UAT coordination | SOP documentation
Project Skills:
Project planning | Risk management | Resource coordination | KPI tracking | Reporting
Soft Skills:
Cross-functional collaboration | Communication | Attention to detail | Client empathy | Conflict resolution
Key Tools:
SQL | ETL | Jira | Confluence | Excel | Project Management Tools
Job Type: Full-time
Pay: ₹2,000, ₹2,500,000.00 per year
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