We are hiring a Finance Automation - Manager - AI Automation with work flow automation - powerbi nd tablaue

Experience: 7+

Mode: Hybrid

Location: Bangalore and Hyderabad

Notice Period: Immediate to 15 Day

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—current 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
- Ability to work in US shift hours from India AC as required by the engagement

Preferred Knowledge/Skills:

- Experience supporting US healthcare organizations or other regulated industries with complex financial structures (multi-entity accounting, fund accounting, grant-funded operations)
- Exposure to healthcare-specific finance processes—grant accounting, project-based funding models, multi-fund/multi-entity structures, regulatory/compliance reporting
- Understanding of Infor platform ecosystem—Infor OS, ION middleware, Infor Birst/BI reporting—and how they support Infor CSF operations
- Experience with Infor CSF Close Management module or similar close automation/orchestration tools (BlackLine, FloQast, Trintech)
- Familiarity with UKG(FORMERLY KRONOS) Pro HR/Payroll or similar HRIS/Payroll systems from a finance integration perspective (payroll GL posting, benefits accruals, labor cost distribution)
- Exposure to year-end close activities—1099 processing, audit schedules, financial statement preparation support, annual reconciliations
- Experience participating in managed services transitions, vendor handovers, and documentation/knowledge uplift programs
- Understanding of multi-entity/intercompany accounting, shared services models, and consolidated financial reporting
- Exposure to Infor CSF reporting tools and ad-hoc query/data extraction for financial analysis

📌 Finance Automation - Manager - AI Automation with work flow automation - powerbi nd tablaue (Bengaluru)
🏢 Teamware Solutions
📍 Bengaluru