Role: Technical Lead - Finance Solutions
Industry: Financial Services
Function: Program and Project Management
Exp (Yrs): 3.00-6.00
Age: 32
City/State: Hyderabad, Bangalore
Required Skills: Excellent Communication Skills, Project Management, SQL queries, Expertise with Tools such as Jira, Confluence etc.
Work Mode: ONSITE
Working Day: 5
Office Location: Bangalore
Mandatory Criteria (Can't be neglected during screening) :
- Candidate Must have Project management experience.
- Strong hands-on experience with SQL, including the ability to write, optimize, and debug -complex queries (joins, CTEs, subqueries).
- Must have experience in Treasury Module.
- Should have a basic understanding of accounting principles and financial workflows
- 3+ years of implementation experience is required.
- Looking candidates from Fintech company ONLY. ( Candidate should have Strong - knowledge of fintech products, financial workflows, and integrations )
- Candidate should have Hands-on experience with tools such as Jira, Confluence, Excel, and project management platforms.
- Candidate should have Experience in managing multi-stakeholder projects from scratch.
Description:
Position Overview:
We are looking for an experienced Implementation Lead to drive the onboarding and implementation of our platform for new and existing fintech clients. This role is ideal for someone with a strong understanding of financial systems, implementation methodologies, and client management. Youll collaborate closely with product, engineering, and customer success teams to ensure timely, accurate, and seamless deployments.
Key Responsibilities:
- Lead end-to-end implementation projects for enterprise fintech clients
- Translate client requirements into detailed implementation plans and configure solutions accordingly.
- Write and optimize complex SQL queries for data analysis, validation, and integration
- Oversee ETL processes extract, transform, and load financial data across systems
- Collaborate with cross-functional teams including Product, Engineering, and Support
- Ensure timely, high-quality delivery across multiple stakeholders and client touchpoints
- Document processes, client requirements, and integration flows in detail.
Required Qualifications:
- Bachelors degree in finance, Business Administration, Information Systems, or related field
- 3+ years of hands-on implementation/project management experience
- Proven experience delivering projects in Fintech, SaaS, or ERP environments
- Strong understanding of accounting principles and financial workflows
- Hands-on SQL experience, including the ability to write and debug complex queries (joins, CTEs, subqueries)
- Experience working with ETL pipelines or data migration processes
- Proficiency in tools like Jira, Confluence, Excel, and project tracking systems
- Strong communication and stakeholder management skills
- Ability to manage multiple projects simultaneously and drive client success
Preferred Qualifications:
- Prior experience implementing financial automation tools (e.g., SAP, Oracle, Anaplan, Blackline)
- Familiarity with API integrations and basic data mapping
- Experience in agile/scrum-based implementation environments
- Exposure to reconciliation, book closure, AR/AP, and reporting systems
- PMP, CSM, or similar certifications
Skills & Competencies:
Functional Skills:
- Financial process knowledge (e.g., reconciliation, accounting, reporting)
- Business analysis and solutioning
- Client onboarding and training
- UAT coordination
- Documentation and SOP creation
Project Skills:
- Project planning and risk management
- Task prioritization and resource coordination
- KPI tracking and stakeholder reporting
Soft Skills:
- Cross-functional collaboration
- Communication with technical and non-technical teams
- Attention to detail and customer empathy
- Conflict resolution and crisis management
What We Offer:
- An opportunity to shape fintech implementations across fast-growing companies
- Work in a dynamic environment with cross-functional experts
- Competitive compensation and rapid career growth
- A collaborative and meritocratic culture
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