Zoho Finance Implementer
Octfis Techno · Surat · onsite · Posted 71d ago
Undisclosed2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
We are seeking an experienced and detail\-oriented Zoho Finance Implementer to lead the complete implementation, customization, optimization, and maintenance of the Zoho Finance Suite across our organization. This role requires a strong understanding of accounting principles, GST and compliance structures, and the ability to translate business requirements into effective financial system configurations. The candidate will work closely with management, finance teams, and cross\-functional departments to streamline processes, automate workflows, and ensure smooth financial operations within Zoho applications.Manage data migration tasks, including exporting, cleansing, validating, and importing financial records with 100% accuracy.
Requirements
Requirements
- Implement and configure the full Zoho Finance Suite (Books, Inventory, Expense, Subscriptions, Payroll).
- Set up GST, TDS, taxes, chart of accounts, and financial workflows.
- Create and customize invoices, estimates, credit notes, and payment reminders.
- Handle bank integration, bank feeds, and reconciliation processes.
- Manage inventory setup: items, categories, warehouses, stock adjustments, and reorder levels.
- Configure vendor, customer, purchase order, and sales order modules.
- Automate finance processes using workflows, blueprints, and custom functions.
- Integrate Zoho Finance with CRM, People, Projects, and other Zoho applications.
- Perform data migration, data cleaning, import\/export, and validation checks.
- Prepare financial reports, dashboards, and business insights.
- Analyse client requirements and design tailored finance solutions.
- Provide onboarding, training, and hand\-holding support to internal teams and clients.
- Ensure compliance with accounting standards and GST rules.
- Troubleshoot system issues and coordinate with Zoho Support if required.
- Maintain project documentation, SOPs, and user guides.
- Support clients during UAT, go\-live, and post\-implementation stages.
- Optimize existing financial processes to improve accuracy and efficiency.
- Monitor system performance and recommend improvements.
- Collaborate with the IT and accounting teams for smooth operations.
- Ensure data security, accuracy, and confidentiality in all finance projects.
Benefits- Friendly, supportive, and collaborative work environment.
- Opportunity to work directly with multiple industries and high\-value clients.
- Performance\-based increments and timely appraisals.
- Guidance from experienced mentors and senior consultants.
- Skill enhancement through regular training sessions workshops.
- Opportunity to take ownership of end\-to\-end implementations.
- Chance to grow into senior roles like Lead Implementer \/ Project Manager .
- Exposure to automation, API integrations, and advanced financial processes.
- Recognition for high performance and project success.
- Healthy work\-life balance and employee support policies.
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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
AutomationcrmPayrollData MigrationData SecurityFinancial OperationsAccountingcompliancereconciliationTDS