Senior Associate - CloudSuite Financials (CSF)

We are hiring a Senior Associate - CloudSuite Financials (CSF)

Experience: 5+

Mode:Bangalore

Notice Period: Immediate to 15 Days

Job Description & Summary

the opportunity to support clients in running finance operations and enterprise financial systems at scale, enabling accurate financial reporting, efficient transaction processing, and strong financial controls.

As a Senior Associate, you will support Infor CloudSuite Financials (CSF) across General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets (FA), Project Ledger, Grants Management, and Close Management modules for Bassett Health, a US-based healthcare system. This is a Managed Services engagement focused on steady-state operations, SLA-driven support, financial close execution, system stability, and continuous improvement—not implementation or consulting.

Responsibilities

As a Senior Associate, you'll work as part of a team of problem solvers helping clients run complex finance operations. Specific responsibilities include:

General Ledger (GL) Support

Provide L2/L3 support for Infor CSF General Ledger module

Support journal entry processing, allocations, recurring journals, intercompany transactions, and elimination entries

Perform and maintain chart of accounts (COA) updates, account structures, and dimension/segment configurations

Support period-end close activities within GL—trial balance validation, suspense account clearing, flux analysis, and close journal preparation

Troubleshoot GL posting errors, account mapping issues, and sub-ledger-to-GL reconciliation discrepancies

Accounts Payable (AP) Support

Provide L2/L3 support for Infor CSF Accounts Payable module

Support invoice processing workflows—invoice entry, matching (2-way/3-way), approval routing, and exception handling

Assist with payment run execution (checks, ACH, wire), payment scheduling, and void/reissue processing

Maintain vendor master data—new vendor setup, banking updates, tax ID validation, and duplicate management

Support 1099 processing, AP aging analysis, and AP-to-GL reconciliations

Troubleshoot AP workflow errors, payment failures, and integration issues with procurement/purchasing

Accounts Receivable (AR) Support

Provide L2/L3 support for Infor CSF Accounts Receivable module

Support cash receipts processing, application of payments, unapplied cash resolution, and lockbox/remittance handling

Assist with customer invoicing, credit memos, write-offs, and refund processing

Maintain customer master data—new customer setup, credit terms, and account maintenance

Support AR aging reviews, collections follow-up, and AR-to-GL reconciliations

Troubleshoot AR posting errors, misapplied payments, and interface discrepancies

Fixed Assets (FA) Support

Provide L2/L3 support for Infor CSF Fixed Assets module

Support asset lifecycle transactions—asset additions (CIP conversions, direct additions), disposals, retirements, transfers, and reclassifications

Execute and validate depreciation processing (monthly/periodic depreciation runs) and review depreciation schedules for accuracy

Support asset reconciliations (FA sub-ledger to GL) and physical inventory/audit support

Maintain asset categories, book configurations, and depreciation methods as needed

Project Ledger Support

Provide L2/L3 support for Infor CSF Project Ledger module

Support project setup and maintenance—project structures, WBS/activity codes, budgets, and billing rules

Monitor project cost tracking, budget consumption, and cost-to-budget variance analysis

Assist with project billing cycles, revenue recognition entries, and project-related financial reporting

Troubleshoot project costing errors, cost allocation issues, and project-to-GL posting discrepancies

Grants Management Support

Provide L2/L3 support for Infor CSF Grants Management module

Support grant setup and maintenance—grant structures, funding sources, award budgets, and compliance parameters

Assist with grant billing, drawdown processing, and grant-specific financial reporting (expenditure tracking, budget-to-actual)

Monitor grant compliance—allowable cost validation, budget ceiling enforcement, and period-of-performance tracking

Support grant close-out activities and audit evidence preparation for grantor reporting

Close Management & Close Specialist Responsibilities

Support and coordinate financial close calendar activities—task assignments, milestone tracking, due date monitoring, and close status reporting

Execute and track close tasks across GL, AP, AR, FA, Projects, and Grants—ensuring timely completion of reconciliations, accruals, adjustments, and sign-offs

Support reconciliation workflows—sub-ledger-to-GL reconciliations, bank reconciliations, intercompany reconciliations, and balance sheet account reconciliations

Identify and escalate close blockers—open items, unresolved variances, pending approvals—and drive timely resolution

Support period-end and year-end close execution, including pre-close checklists, post-close validation, and close process documentation

Contribute to close process optimization—reducing close cycle time, automating manual close tasks, and standardizing reconciliation templates

Integration & Cross-Functional Support

Monitor and troubleshoot integration touchpoints between Infor CSF and upstream/downstream systems (e.g., UKG(FORMERLY KRONOS) HR/Payroll ↔ Finance GL posting, procurement, banking, third-party feeds)

Validate integration outputs—payroll GL files, AP payment files, AR remittance imports—and coordinate resolution of interface failures with cross-functional teams

Collaborate with HR/Payroll, IT, and clinical operations finance teams as part of integrated managed service delivery

Operations, Compliance & Governance

Manage and resolve incidents, service requests, and minor enhancements within defined SLAs using ticketing tools (e.g., ServiceNow/JSM)

Ensure data accuracy, financial integrity, and audit readiness across all supported modules

Support SOX-like financial controls—segregation of duties, approval workflows, access controls, and evidence/documentation for audit requests

Ensure compliance with PII/PHI data handling requirements and healthcare-specific regulatory standards

Maintain operational documentation—runbooks, SOPs, configuration guides, reconciliation templates, and known-issue logs

Transition & Continuous Improvement

Participate in transition and knowledge transfer from incumbent vendor—process walkthroughs, shadow support, documentation uplift, and stabilization/hypercare activities

Identify and propose opportunities for automation, standardization, and operational efficiency—reducing manual effort, recurring errors, and close cycle time

Support reporting, data validation, and financial analytics to track operational health and improvement outcomes

Skills and Experience

• 4–8+ years of experience in finance operations, ERP financial systems support, and/or finance technology-enabled service delivery
• Hands-on experience with Infor CloudSuite Financials (CSF) (strongly preferred) or comparable ERP financial platforms (e.g., Infor Lawson, Infor M3 Financials, Oracle Financials, SAP FICO)
• Demonstrated breadth across at least 3–4 finance modules (GL, AP, AR, FA, Projects, Grants, Close) with depth in at least 1–2 areas

Strong functional understanding of:

• General Ledger: COA structures, journal processing, allocations, intercompany, period-end close
• Accounts Payable: Invoice-to-pay cycle, payment processing, vendor management, 1099
• Accounts Receivable: Order-to-cash/billing-to-cash cycle, cash application, collections, customer management
• Fixed Assets: Asset lifecycle, depreciation methods, CIP, asset reconciliations
• Project Ledger: Project accounting, cost tracking, budget management, project billing
• Grants Management: Grant lifecycle, funding sources, compliance tracking, grant billing/reporting
• Close Management: Financial close processes, close calendars, reconciliation workflows, close task management
• Experience working in SLA-driven managed services, shared services, or outsourced finance operations environments
• Familiarity with financial controls, audit evidence requirements, and SOX-like compliance frameworks
• Understanding of finance system integrations and data flows (Finance ↔ HR/Payroll, Finance ↔ Banking, Finance ↔ Procurement)
• Experience with ticketing/ITSM tools (ServiceNow, Jira Service Management, or similar)
• Knowledge of data privacy and compliance requirements, particularly PII/PHI handling in healthcare or regulated industries
• Strong analytical, troubleshooting, and problem-solving skills