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Finance Project Manager - Record To Report / Treasury Domain - FinTech

Finance Project Manager - Record To Report / Treasury Domain - FinTech

Talent ProBangalore, India
2 days ago
Job description

Overview

We are looking for an experienced Implementation Lead with deep expertise in financial workflows, R2R processes, and treasury operations to drive client onboarding and end-to-end implementations. The ideal candidate will bring a strong Commerce / MBA Finance background, proven project management experience, and technical skills in SQL and ETL to ensure seamless deployments for fintech and financial services clients.

Key Responsibilities :

  • Lead end-to-end implementation projects for enterprise fintech 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
  • Document processes, client requirements, and integration flows in detail.
  • Configure and deploy Bluecopa solutions for R2R, treasury, and reporting workflows.

Required Qualifications :

  • Bachelors degree Commerce background / MBA Finance (mandatory).
  • 3+ years of hands-on implementation / project management experience
  • Proven experience delivering projects in Fintech, SaaS, or ERP environments
  • Strong expertise in accounting principles, R2R (Record-to-Report), treasury, 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
  • Skills & Skills :

  • Financial process knowledge (e.g., reconciliation, accounting, reporting)
  • Business analysis and solutioning
  • Client onboarding and training
  • UAT coordination
  • Documentation and SOP creation
  • Project Skills :

  • Project planning and risk management
  • Task prioritization and resource coordination
  • KPI tracking and stakeholder reporting
  • Soft Skills :

  • Cross-functional collaboration
  • Communication with technical and non-technical teams
  • Attention to detail and customer empathy
  • Conflict resolution and crisis management
  • What 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 cul
  • (ref : iimjobs.com)

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    Project Manager • Bangalore, India

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