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Solutions Lead F&A (BPM & Digital transformation)

Solutions Lead F&A (BPM & Digital transformation)

EXLIndia
18 days ago
Job description

1. JOB PURPOSE & SUMMARY

This role requires a strategic and technically proficient Solutions Leader to spearhead the development and execution of compelling Finance & Accounting (F&A) solutions for RFPs and proposals. The ideal candidate will possess deep expertise in F&A processes, coupled with a strong command of digital technologies, artificial intelligence, automation, and data-led transformation, enabling the creation of innovative, scalable, and client-focused solutions.

1. PRINCIPAL ACCOUNTABILITIES

  • Lead the solutioning and technical response for Finance & Accounting (F&A)–related RFPs, RFIs, and proposals across industries.
  • Collaborate with sales, delivery, product, and technology teams to design end-to-end F&A solutions aligned with client needs and strategic objectives.
  • Translate complex finance and accounting requirements into digital-first solutions leveraging automation, AI / ML, advanced analytics, and cloud platforms.
  • Develop solution blueprints, architecture diagrams, and value propositions tailored to F&A transformation opportunities.
  • Present solutions to internal stakeholders and clients through orals, workshops, and demos.
  • Stay current with industry trends, regulatory changes, and emerging technologies in Finance & Accounting, shared services, and BPM.
  • Support cost modelling, risk assessment, and transition planning for proposed F&A solutions.
  • Contribute to the development of reusable assets, accelerators, and best practices for F&A solutioning

1. SKILLS AND KNOWLEDGE

Functional & Behavioral Skills

  • Proven expertise in F&A processes (Record to Report, Procure to Pay, Order to Cash, FP&A, Tax, Treasury) and familiarity with regulatory / compliance requirements
  • Strong understanding of digital enablers including ERP platforms (SAP, Oracle, Workday), Intelligent Automation (RPA, AI / ML), workflow / BPM tools, and data analytics
  • Experience in crafting solutions and responses for large, complex RFPs and client engagements
  • Excellent communication, presentation, and stakeholder management skills.
  • Familiarity with cloud ecosystems (AWS, Azure, GCP) and data platforms (Snowflake, Databricks, etc.)
  • Experience with digital finance transformation, including areas such as touchless invoice processing, cash application automation, close & consolidation, reconciliations, FP&A, or customer-to-cash optimization
  • Prior experience working with global F&A operating models, shared services, or Global Business Services (GBS) environments
  • Certifications in BPM tools, cloud platforms, or AI / ML frameworks are a plus.
  • Experience working with global delivery teams and offshore models.
  • Familiarity with regulatory and compliance requirements in the insurance industry.
  • Strong analytical and storytelling skills to craft compelling value propositions.
  • Educational Qualifications & Relevant years of Experience

  • Qualified Accountant, master’s degree in finance, Accounting (MBA preferred)
  • 10+ years of experience in Finance & Accounting transformation, BPM, or solution architecture roles
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    Digital Transformation Lead • India

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