Functional Consultant
Codelattice Digital Solutions · Remote · remote · Posted 27d ago
Undisclosed2–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Description
We are looking for a Functional Consultant Zoho Finance Tools with strong accounting fundamentals and an interest in ERP implementation and finance technology. The candidate will work with clients to understand their accounting and business processes and assist in implementing Zoho Books and other Zoho Finance applications.
Key Responsibilities
- Assist in Zoho Books and Zoho Finance implementation projects.
- Understand client accounting and business requirements.
- Configure Chart of Accounts, customers, vendors, items, taxes, inventory, users, and other masters.
- Assist in migrating data from Tally, Excel, and other accounting systems to Zoho.
- Import and validate opening balances and accounting transactions.
- Reconcile Trial Balance, Balance Sheet, PL, receivables, payables, and inventory reports.
- Assist with workflow configurations, approval processes, templates, custom fields, and reports.
- Conduct application testing and support User Acceptance Testing (UAT).
- Provide product demonstrations and end-user training.
- Prepare project documentation, implementation trackers, data templates, and meeting minutes.
- Coordinate with clients for data collection, issue resolution, and implementation activities.
- Provide functional support after implementation.
Required Skills
- Strong understanding of accounting principles, journal entries, PL, Balance Sheet, Accounts Receivable, and Accounts Payable.
- Basic knowledge of GST and taxation.
- Good knowledge of Microsoft Excel.
- Strong analytical and problem-solving skills.
- Good written and verbal communication skills.
- Comfortable interacting with clients.
- Willingness to learn ERP and Zoho applications.
- Good attention to detail and ability to work with financial data.
Preferred Skills
- Knowledge of Zoho Books, Tally, ERP/accounting software, or Advanced Excel will be an added advantage.
- Prior Zoho experience is not mandatory.
Who Should Apply
Fresh graduates with a strong foundation in Accounting and Finance who are interested in building a career in ERP implementation, Zoho consulting, finance technology, and functional consulting are encouraged to apply.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
ConsultingTally ERPData CollectionERP ImplementationTaxationanalyticalexcelCMAJournal EntriesBalance Sheet
About Codelattice Digital Solutions

Codelattice Digital Solutions
IT Services & Consulting
175
employees
2009
17 years old
Calicut/Kozhikode, Kerala
India
₹8.1L PA avg
Avg at Codelattice Digital Solutions
About
Codelattice Digital Solutions develops customized digital tools and IT services, leveraging advanced technologies to enhance global business capabilities.
Industries
IT Services & Consulting
Employee ratings
10 reviews
4.8/ 5
Culture
4.6
Career growth
4.6
Work-life
4.8
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