Finance Digitization Lead

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

Job summary

Puma Energy in Mumbai seeks an embedded BI engineer and automation partner for Finance to optimize processes, digitalize workflows, and strengthen controls across O2C, P2P, R2R, and Treasury. You will translate business needs into scalable tech solutions and collaborate with IT to deliver value.

The role requires 5–6 years in Finance transformations or systems, ERP experience (Dynamics NAV/BC, SAP, Oracle) and fluency with BI tools like Power BI or Sigma, plus strong stakeholder management.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related discipline; CA/ACCA/CIMA 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.

Responsibilities

• Develop a strong understanding of end-to-end finance processes and identify inefficiencies.
• Drive process simplification, standardization and automation across countries and business units.
• Identify and prioritize digitalization opportunities based on business impact and efficiency.
• Act as the bridge between Finance, IT, stakeholders and technology implementation partners.

Skills

Finance domain knowledge

Business analysis

Automation awareness

Stakeholder management

UAT coordination

Problem solving

Education

Bachelor’s degree in Finance/Accounting

CA/ACCA/CIMA or equivalent

Tools

Power BI

Sigma

Dynamics NAV/Business Central

SAP

Oracle

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.