ERP Implementation Specialist (Finance)

This role is designed for professionals who want to transition from traditional accounting into ERP implementation, finance systems, and digital transformation — not simply operate an ERP someone else designed or implemented.

• Tally continues to run in parallel. This is not a full replacement at this stage — Zoho and Tally will operate side by side, and the Zoho Chart of Accounts and cost-centre structure must be designed to reconcile line-for-line with existing Tally project-wise cost centres.
  
• There is no external Zoho implementation partner for this phase. You are the implementation team — any future decision to engage external Zoho support rests with management, at their initiative.
  
• Chart of Accounts design and approval-workflow/control configuration require sign-off from Finance leadership before go-live. You propose and build; final architecture is reviewed, not unilaterally locked.
  

ERP Implementation

• Lead the migration from Tally Prime to the full Zoho Finance Suite, run in parallel with existing Tally records.
  
• Configure Chart of Accounts (COA), aligned to existing Tally project-wise cost-centre logic.
  
• Configure accounting masters and financial workflows.
  
• Configure customer, vendor, banking, inventory, expense, payroll, and billing modules.
  
• Define approval workflows and financial controls; present for sign-off before go-live.
  
• Document business processes and recommend best practices.
  

Accounting & Compliance

• Configure GST, TDS, TCS, e-Invoicing, and statutory compliance workflows.
  
• Ensure compliance with Indian accounting standards and taxation requirements.
  
• Support monthly and annual financial closing activities.
  
• Perform bank reconciliations and ledger validations.
  
• Assist during statutory, GST, and tax audits.
  

Data Migration & Validation

• Validate opening balances.
  
• Clean and prepare master data before migration.
  
• Import accounting masters and historical transactions.
  
• Verify data accuracy after migration; perform reconciliation post go-live against Tally records.
  

Testing & User Support

• Conduct User Acceptance Testing (UAT).
  
• Identify implementation gaps and recommend improvements.
  
• Resolve finance-related ERP issues.
  
• Prepare SOPs and user manuals; train finance and business users.
  
• Provide post-go-live support.
  

Automation & Process Improvement

• Identify opportunities to automate manual finance processes.
  
• Improve approval workflows and internal controls.
  
• Recommend process improvements across finance and procurement.
  
• Support future ERP enhancements and system optimisation.
  

Eligibility Criteria

• /
  
• CA Inter / CMA Inter preferred
  
• MBA (Finance) may also apply
  
• 2–5 years of experience in Accounting, Finance Operations, ERP Support, or ERP Implementation
  

Must Have

• Hands-on Tally Prime experience (real usage, not familiarity).
  
• Working GST / TDS / TCS fundamentals — tested in interview with a scenario question, not assumed from CV.
  
• Basic data migration / reconciliation exposure.
  
• Demonstrated independent ownership on a past project — not "was part of a team that did ERP rollout."
  
• Willing and able to join within 30 days.
  
• Zoho Books / Zoho Finance Suite hands-on experience.
  

Good to Have

• EPC, manufacturing, infrastructure, or project-based organisation exposure.
  
• Workflow automation experience.
  
• Zoho certifications.
  

Trainable — do not screen out for these

• Advanced Zoho configuration depth.
  
• Formal business process mapping methodology.
  
• SQL (basic), Power Query, API fundamentals, OCR tools, banking integrations.
  

Desired Personality & Working Style

• Curious about technology and systems, not just process execution.
  
• Enjoys solving business problems through automation rather than manual workarounds.
  
• Questions inefficient processes rather than replicating them in a new tool.
  
• Takes ownership and is comfortable learning independently, without a vendor safety net.
  
• Communicates effectively with both finance and non-finance stakeholders.