Finance Digitization Lead

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

Job summary

Puma Energy in Mumbai GCC seeks a BI engineer and automation partner to streamline Finance processes, tighten controls and drive digitalization across the organization. You will translate business requirements into scalable technology solutions, implement automated workflows, dashboards and reporting, and reduce offline data entry and parallel reporting.

As the Finance–IT liaison, you will manage end-to-end delivery, coordinate stakeholders, and ensure benefits realization from digital

Qualifications

• 5–6 years experience in Finance, Finance Transformation, Finance Systems, or Digitalization.
• Strong understanding of O2C, P2P, R2R, Treasury and internal controls.
• Experience with ERP platforms (Dynamics NAV/BC, SAP, Oracle) and BI tools.

Responsibilities

• A. Finance Process Optimization: Understand end-to-end finance processes and map improvements across O2C, P2P, R2R, Treasury, and Tax.
• Identify inefficiencies, redundant activities, manual reconciliations and unnecessary approvals.
• Drive standardization and automation across countries and business units.
• Map current and future-state processes and propose sustainable changes.

Skills

Finance process understanding

O2C

P2P

R2R

Treasury

Internal controls

Stakeholder management

Communication

Problem-solving

Education

Bachelor's degree in Finance or related field

CA/ACCA/CIMA (advantage)

Tools

Microsoft Dynamics NAV/Business Central

SAP

Oracle

Power BI

Sigma

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

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. 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.

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.
• 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.

Puma Energy is a leading global energy business which supplies, stores and distributes petroleum products in 48 countries across six continents. Founded in 1997, Puma Energy has its headquarters in Singapore and Geneva and employs over 8,000 people globally with regional hubs in South Africa, Puerto Rico, Australia and Estonia and have recently setup a Global Delivery Center in Mumbai, India. Puma Energy has a network of 100 storage terminals, more than 3,000 retail sites, and a presence at over 80 airports. Our mission is to energize communities to help drive growth and prosperity by sustainably serving our customers’ needs in high potential countries around the world