Finance Digitization Lead

Puma Energy; Maharashtra; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Puma Energy in Mumbai is seeking an embedded BI engineer and automation partner for Finance, acting as the bridge between Finance and IT to drive process optimization, digitalization and controls. The role focuses on simplifying end-to-end finance processes and strengthening system-driven controls.

You will implement automated workflows, dashboards, reconciliations and reporting solutions while reducing dependence on offline spreadsheets, ensuring accuracy and risk management across O2C, P2P and

Qualifications

• 5–6 years of experience in Finance, Finance Transformation, Finance Systems, Business Analysis or Digitalization.
• Strong understanding of O2C, P2P, R2R, Treasury and internal controls.
• 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.
• Develop a strong understanding of end-to-end finance processes including O2C, P2P, 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.
• Finance Digitalization & Automation.
• Identify and prioritize 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, BI tools, workflow automation, RPA and AI-enabled solutions where appropriate.
• Finance–IT 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, UAT, implementation and post-go-live support.
• Challenge solutions that add unnecessary complexity and ensure alignment with business needs, controls and technology standards.
• 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 SOPs.

Skills

Finance knowledge

Process optimization

Automation

Stakeholder management

Data analysis

Education

Bachelor's degree in Finance/Accounting

CA/ACCA/CIMA advantageous

Tools

Power BI

Sigma

ERP customization

Job description

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

• 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.
• 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.
• Finance–IT 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.
• 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.
• 5–6 years of experience in Finance, Finance Transformation, Finance Systems, Business Analysis or Digitalization.
• 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.