Finance Consultant

Job Summary

Finance Functional Consultant

Business Analysis & Requirement Gathering

• Gather, analyze, and document business and functional requirements from finance users and stakeholders.
• Understand existing finance processes and recommend ERP-based improvements.
• Prepare Functional Requirement Documents (FRD), process flows, and business scenarios.

ERP Finance Module Implementation & Support

• Configure and support ERP Finance modules including:

• Fixed Assets (FA)

• Cash Management

• Budgeting & Financial Reporting

• Participate in ERP implementation, enhancement, migration, and support projects.
• Coordinate with technical teams for system customization, integrations, and issue resolution.
• Support finance users during month-end and year-end closing activities.

Testing & Quality Assurance

• Prepare test cases, test scenarios, and functional validation documents.
• Conduct System Integration Testing (SIT) and User Acceptance Testing (UAT).
• Identify defects, track issues, and coordinate fixes with technical teams.

User Training & Documentation

• Prepare user manuals, SOPs, training materials, and process documentation.
• Conduct end-user training sessions on ERP finance functionalities and best practices.
• Provide post-implementation support and knowledge transfer.

Support & Troubleshooting

• Analyze and troubleshoot functional issues related to ERP finance modules.
• Provide timely resolution for production support tickets and user queries.
• Monitor system performance and recommend process improvements.

Compliance & Reporting

• Ensure ERP finance processes comply with accounting standards and company policies.
• Assist in generating financial and management reports.
• Support audit activities and finance data validation when required.

Required Qualifications

• Bachelor’s Degree in Finance, Accounting, Commerce, or related field.
• MBA Finance / CA / CMA / ACCA is an added advantage.

Required Experience

• Minimum
• 3+ years of experience
• as a Finance Functional Consultant or similar role.
• Experience in ERP implementation and support projects.
• Hands-on experience with ERP Finance modules such as:
• SAP FICO
• Oracle Financials

• Microsoft Dynamics Finance

• ERPNext
• Other ERP platforms

Required Skills

• Strong understanding of finance and accounting processes.
• Expertise in:

• General Ledger (GL)

• Fixed Assets
• Cash Management
• Budgeting
• Strong analytical and problem-solving skills.
• Good communication and stakeholder management abilities.
• Experience preparing functional documentation and reports.
• Ability to work independently and manage timelines effectively.

Preferred Skills

• Knowledge of SQL and reporting tools.
• Experience working in multiple ERP environments.
• Exposure to financial reporting and data analysis tools.
• Understanding of finance process automation and workflow management.

• Documentation & Reporting

• SQL Basics

• Communication & Presentation Skills

• Stakeholder Management
• Problem Solving
• Time Management
• Team Collaboration