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

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

Talent ProDelhi NCR, India
20 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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