Finance Digitalization (Transformation/Project Management)

Puma Energy; Mumbai; On-site; INR 3,000,000 - 5,400,000; Full time

Benefits offered by this job

Transportation provided

Food provided (lunch, dinner)

Job summary

Puma Energy in Mumbai GCC is seeking an embedded BI engineer and automation partner for Finance. You will act as the interface between Finance and IT, driving finance process optimization, digitalization and automation to streamline end-to-end processes and strengthen system-driven controls.

You will lead finance IT initiatives, map processes, and coordinate ERP enhancements, BI reporting, and automation initiatives across the organization, ensuring alignment with business needs, controls, and

Qualifications

• Bachelor's degree in Finance, Accounting or related discipline; professional qualification an advantage
• 6+ years in Finance, Finance Transformation, Finance Systems, Business Analysis or Digitalisation
• Strong understanding of O2C, P2P, R2R, Treasury and internal controls
• Experience with ERP enhancements, process improvement, automation, reporting or system implementation
• Experience with ERP platforms such as Microsoft Dynamics NAV/Business Central, SAP or Oracle
• Familiarity with BI tools such as Sigma or Power BI, workflow automation and data analytics
• Strong analytical, problem-solving, communication and stakeholder management skills

Responsibilities

• Finance Process Optimization across O2C, P2P, R2R, Treasury, Assets and Tax
• Identify inefficiencies and drive standardization and automation
• Translate requirements into functional specs and solution designs
• Coordinate solution development, UAT, implementation and post-go-live support
• Ensure adoption and maintain SOPs

Skills

O2C

P2P

R2R

Treasury

Internal controls

ERP enhancements

Power BI

Sigma

Data analytics

Stakeholder mgmt

Education

Bachelor's in Finance/Accounting

CA/ACCA/CIMA (advantage)

Tools

Microsoft Dynamics NAV/BC

SAP

Oracle

Job description

Location: Vikhroli

Working days and Time: 5-day WFO (post probation 1-day WFH)

Time: 11:30 AM to 8:30 PM (Transportation provided) | Food provided (lunch, dinner)

Main Purpose

This role is the embedded business-facing BI engineer & automation partner for all functions including Finance in Mumbai GCC. To act as the key interface between Finance and IT, driving finance process optimization, digitalization and automation. The role will focus on simplifying end-to-end finance processes, strengthening system-driven controls, eliminating redundant activities and translating business requirements into scalable technology solutions that improve efficiency, accuracy, transparency and risk management.

Key Responsibilities

A. Finance Process Optimization

• Develop a strong understanding of end-to-end finance processes, including Order-to-Cash (O2C), Procure-to-Pay (P2P), Record-to-Report (R2R), Treasury, Fixed Assets and Tax.
• Identify process inefficiencies, redundant activities, duplicate entries, manual reconciliations and unnecessary approvals.
• Drive process simplification, standardization and automation across countries and business units.
• Map existing and future-state processes and recommend sustainable improvements.

B. Finance Digitalization & Automation

• Identify and priorities digitalization opportunities based on business impact, control improvement and efficiency gains.
• Drive implementation of automated workflows, dashboards, reconciliations, reporting solutions and system enhancements.
• Reduce dependency on offline spreadsheets, manual data entry and parallel reporting processes.
• Leverage ERP capabilities, business intelligence tools, workflow automation, RPA and AI-enabled solutions where appropriate.

C. FinanceIT Business Partnership

• Act as the bridge between Finance, IT, business stakeholders and technology implementation partners.
• Translate finance requirements into functional specifications, process flows and solution designs.
• Coordinate solution development, system integration, User Acceptance Testing (UAT), implementation and post-go-live support.
• Challenge solutions that add unnecessary complexity and ensure alignment with business needs, controls and technology standards.

D. Project Delivery & Stakeholder Management

• Manage digitalization initiatives from opportunity identification and business case development through implementation and benefits realization.
• Coordinate stakeholders, timelines, risks, testing, training and change management.
• Ensure adoption of new solutions and maintain process documentation and standard operating procedures.

Requirements:

• Bachelor's degree in Finance, Accounting, or a related discipline; CA, ACCA, CIMA or equivalent is an advantage.
• Approximately 6+ years of experience in Finance, Finance Transformation, Finance Systems, Business Analysis or Digitalisation.
• Strong understanding of O2C, P2P, R2R, Treasury and internal controls.
• Experience in ERP enhancements, process improvement, automation, reporting or system implementation.
• Experience with ERP platforms such as Microsoft Dynamics NAV/Business Central, SAP or Oracle.
• Familiarity with BI tools such as Sigma or Power BI, workflow automation and data analytics.
• Strong analytical, problem-solving, communication and stakeholder management skills.