Technical Lead – Finance Solutions

Function

Program & Project Management | Finance Technology

Experience

3 – 6 Years

CTC Range

₹22.00 – ₹25.00 LPA

Location

Bangalore | Delhi NCR
(Local candidates only)

Work Mode

Onsite (Client Office)

Working Days

5 Days a Week

Office Location

Bangalore & Delhi NCR

Qualification

Graduate (Commerce background mandatory) | MBA Finance preferred

Role Overview

Orbit Global is hiring a Technical Lead – Finance Solutions for a high-growth fintech organization operating in the financial services and payments ecosystem. This role is ideal for professionals who combine strong finance domain knowledge with hands-on project management and technical expertise.

The incumbent will lead end-to-end client implementations, manage complex financial workflows, and act as a bridge between finance, technology, and business stakeholders.

Mandatory Screening Criteria

• Candidates must be from Fintech or Financial Services organizations only

• Strong academic background in Commerce or MBA Finance

• Hands-on experience in accounting principles, financial workflows, and R2R (Record-to-Report) processes

• Proven experience in Treasury Module

• Minimum 3+ years of implementation / project management experience

• Strong hands-on experience with SQL queries and MIS reporting

• Experience using Jira, Confluence, Excel, and project management tools

• Candidates must be based in Bangalore or Delhi/NCR only

• Immediate joiners or candidates with up to 30 days notice period

Key Responsibilities

Implementation & Project Leadership

• Lead end-to-end implementation projects for fintech and financial services clients

• Own project planning, execution, tracking, and delivery across multiple stakeholders

• Translate client requirements into detailed implementation plans and solution configurations

Finance Domain & Solutioning

• Configure and deploy finance solutions across:

  • Record-to-Report (R2R)

  • Treasury operations

  • Financial reporting and reconciliations

• Apply strong accounting and finance knowledge to ensure accurate solution delivery

• Support UAT cycles, client onboarding, and training

Technical & Data Responsibilities

• Write, optimize, and debug complex SQL queries for data validation, analysis, and integrations

• Manage and oversee ETL processes for financial data migration and transformation

• Support MIS reporting and data reconciliation requirements

Cross-Functional Collaboration

• Work closely with Product, Engineering, and Support teams

• Coordinate with client finance and technical teams to ensure smooth deployments

• Document workflows, integrations, SOPs, and client-specific configurations in detail

Governance & Delivery Excellence

• Ensure on-time, high-quality delivery across multiple projects

• Track KPIs, risks, and dependencies; proactively resolve issues

• Maintain clear communication with stakeholders at all levels

Required Qualifications & Skills

Education & Experience

• Bachelor’s degree in Commerce or MBA Finance (mandatory)

• 3–6 years of experience in implementation, project management, or finance technology roles

• Prior experience working in Fintech, Payments, SaaS, or ERP environments

Functional & Technical Skills

• Strong expertise in:

  • Accounting principles

  • R2R processes

  • Treasury operations

  • Financial workflows

• Advanced SQL skills (joins, subqueries, CTEs)

• Experience with ETL pipelines and data migration

• Strong working knowledge of Jira, Confluence, Excel, and project tracking tools

Soft Skills

• Excellent communication and stakeholder management skills

• Ability to work with both technical and non-technical teams

• Strong attention to detail and problem-solving mindset

• Ability to manage multiple projects simultaneously

Preferred Qualifications

• Experience implementing financial automation tools (SAP, Oracle, Blackline, Anaplan, etc.)

• Exposure to API integrations and data mapping

• Experience in Agile / Scrum-based delivery environments

• Knowledge of AR/AP, reconciliation, book closure, and reporting systems

• PMP, CSM, or similar certifications

Key Competencies

• Financial process expertise

• Business analysis & solution design

• Client onboarding & training

• Project planning & risk management

• KPI tracking & reporting

• Cross-functional collaboration

Why This Opportunity

• Work on complex finance implementations for high-growth fintech clients

• High-ownership role with strong visibility and impact

• Collaborative, fast-paced, and merit-driven environment

• Competitive compensation with clear career growth