Finance Lead

About this role

Finance Systems & Zoho Solutions Lead

Location: India | Remote / Hybrid

Experience: 5–8 years

We are looking for a Finance Systems & Zoho Solutions Lead with strong hands-on experience in Zoho Books and Zoho Analytics, combined with a solid understanding of finance and business processes.

The role will involve configuring and improving finance systems, developing management reports and dashboards, automating workflows, troubleshooting system and data issues, and working closely with finance and business teams.

This is a systems-focused finance role—not a basic accounting, data-entry, or Zoho administration position.

Key Responsibilities

• Configure and maintain Zoho Books, including workflows, custom fields, approvals, templates, reports and finance processes.
• Build and maintain Zoho Analytics dashboards and management reports.
• Support finance workflows covering AR, AP, invoicing, billing, collections, payments, reconciliations and month-end reporting.
• Translate business and finance requirements into practical system solutions, workflows and reporting structures.
• Identify opportunities to automate manual processes and improve system efficiency.
• Troubleshoot reporting discrepancies, workflow issues, data quality problems and system integrations.
• Support data migration, data cleanup, validation and reconciliation activities.
• Work across multiple entities or Zoho Books organisations where required.
• Support integrations between Zoho Books, Zoho Analytics and other Zoho applications.
• Prepare documentation, SOPs and UAT processes for system changes.
• Work directly with Finance, Operations, Procurement, Sales and Management stakeholders.

What We're Looking For

• 5–8 years of experience in finance systems, ERP/business systems, Zoho consulting, finance transformation or process automation.
• Strong, hands-on experience with Zoho Books.
• Hands-on experience with Zoho Analytics or similar BI/reporting tools.
• Experience configuring workflows, custom fields, approvals, dashboards, reports and templates.
• Experience with Deluge, Zoho Flow, APIs, webhooks or low-code automation is preferred.
• Strong understanding of finance processes including AR, AP, invoices, bills, payments, credit notes, reconciliations and month-end reporting.
• Strong Excel / Google Sheets skills.
• Ability to translate business requirements into system configurations and reporting solutions.
• Strong communication skills and the ability to work directly with non-technical business users.

Preferred Experience

• Experience working with multiple entities or multiple Zoho Books organisations.
• Experience with international businesses or accounting environments outside India.
• Exposure to UAE/GCC VAT or international VAT/GST frameworks.
• Experience with multi-currency reporting.
• Experience with other Zoho applications such as Zoho CRM, Zoho People, Zoho Flow, Zoho Sign or Zoho Creator.
• Experience migrating from Tally, QuickBooks, Xero or other accounting platforms to Zoho Books.
• Exposure to trading, procurement, logistics, FMCG, food, marketplace or B2B environments.

Ideal Candidate

We are looking for someone who is:

• Strong in systems thinking and process design
• Hands-on with Zoho configuration and reporting
• Comfortable working with Finance and Operations teams
• Able to understand business requirements and convert them into practical solutions
• Comfortable troubleshooting data and system issues
• Experienced in international or multi-entity finance environments
• Practical and business-oriented
• Capable of working independently and managing stakeholders

Important

We are specifically looking for professionals who have personally configured, built, improved or implemented solutions using Zoho Books and/or Zoho Analytics, and who can demonstrate a strong understanding of the underlying finance processes.