JOB PURPOSE & SUMMARYThis 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.
- 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
- 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