Technical Lead Finance Solution

Year    KA, IN, India

Job Description

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: ₹2,000,000.00 - ₹2,500,000.00 per year

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Job Detail

  • Job Id
    JD4499964
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    KA, IN, India
  • Education
    Not mentioned
  • Experience
    Year