Technical Project Lead - Finance Solutions

Responsibilities :

- 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

- 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)

- 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

- KPI tracking and stakeholder reporting

Soft Skills :

- Cross-functional collaboration

- Attention to detail and customer empathy

- Conflict resolution and crisis management

Required Skills : Excellent Communication Skills, Project Management, SQL queries, Expertise with Tools such as Jira, Confluence etc.