Role: RTR SME (Record to Report – Subject Matter Expert)

Location: Kolkata | Noida

Experience: 5–8 Years

Band: BPO 3/4

Salary: Up to 9 LPA (Up to ₹75,000 per month)

Job Code: 424980 (Kolkata) | 434359 (Noida)

Education & Qualification

- Minimum 15 years of regular, full-time education (10 + 2 + 3).
- Non-technical graduation and/or Master's degree in Finance & Accounts (B.Com, M.Com, or CA Complete preferred).
- Bachelor's/Master's degree in Finance & Accounting or equivalent, with ERP certification/proficiency.

Must-Have Skills

- Lean Six Sigma certified or formally trained (Black Belt preferred).
- Finance and Accounting domain experience.
- Proven track record of leading and/or mentoring multiple Lean Six Sigma improvement projects.

Positive-to-Have Skills

- Continuous Improvement / Lean & Six Sigma.
- Stakeholder coordination.
- ERP exposure (JDE/SAP).

Role Purpose

This role is responsible for executing complex processes that involve greater subjective thinking or processing a much higher volume of basic transactions.

The candidate should have:

- At least 3 years of relevant experience as a Subject Matter Expert in similar processes.
- Good communication, organisational, and interpersonal skills.
- Proficiency in MS Excel.
- Expert-level knowledge of ERP systems, preferably SAP or JDE.
- Experience in reporting and compliance.
- Ability to handle stringent timelines and interact effectively with stakeholders.

Key Accountabilities & Responsibilities

- Perform complex processes involving journal entries (preparation and posting), month-end closing activities, reporting, fixed asset and lease accounting.
- Handle reconciliation of cash and other balance sheet items, including researching open items and driving them to closure.




- Complete activities as per the customer's Statement of Work (SOW).
- Meet targets for Turnaround Time (TAT) and accuracy.
- Independently undertake and complete assigned work.
- Perform self-assessments to verify that activities are completed accurately and on time.
- Perform quality checks of Senior Associates and provide feedback.
- Evaluate internal control gaps and implement controls to prevent errors and recurring issues.
- Act as a buddy to new joiners and Senior Associates requiring support.
- Report hourly and End-of-Day (EOD) status of activities performed.
- Provide daily progress updates to customers through emails and calls.
- Prepare and provide reports and dashboards using Excel and PowerPoint.
- Identify process gaps, implement controls, and monitor closure.
- Identify process improvement opportunities and drive improvement projects to completion.
- Operate from the office as a standard requirement.
- Avoid unscheduled leaves without prior consent from the Team Lead.
- Be open to working extended hours from the office to complete deliverables during errors, backlogs, month-end, and quarter-end periods.

Technical Capabilities & Skills

Systems Knowledge

- Expert knowledge of SAP or JD Edwards.
- Good proficiency in MS Office:
- MS Word
- MS Excel
- MS PowerPoint

Advanced Excel Skills

Expert-level experience using:

- IF
- SUMIFS
- COUNTIFS




- VLOOKUP
- XLOOKUP
- Pivot Tables
- Cell References
- AVERAGE
- Ageing Analysis
- Date Formatting
- Text to Table

Soft Skills

- Genuine empathy towards customers experiencing connection difficulties.
- Ability to communicate effectively across groups with diverse backgrounds.
- High energy and self-motivation.
- Strong sense of accountability.

Analytical Skills

- Excellent attention to detail.
- Analytical and data-oriented approach.
- Logical problem-solving abilities.

Organisational Skills

- Strong time management.
- Documentation and knowledge-sharing skills.
- Excellent written communication skills to interact with key stakeholders.

Business Acumen

- 5–8 years of experience in Record to Report (RTR).
- At least 3 years of relevant experience as a Subject Matter Expert in similar processes.
- Good communication, organisational, and interpersonal skills.
- Proficiency in MS Excel.
- Working-level knowledge of ERP systems, preferably SAP or JDE.
- Experience in reporting and compliance.
- Ability to manage stringent timelines and stakeholder interactions.
- Hands-on experience in:
- Journal Entries (Preparation & Posting).
- Month-End Closing Activities.
- Financial Reporting.
- Fixed Asset Accounting.
- Lease Accounting.
- Cash and Balance Sheet Reconciliations.
- Researching open items and driving them to closure.

Other Requirements

- Positive attitude and willingness to support business requirements.
- 5 days' work from office is mandatory.
- Must be available to work one weekend during the Month-End Close cycle.

Additional Information

- Ex-TCS employees cannot apply.
- PAN and DOB are required for profile creation.

📌 RTR SME (Record to Report - Subject Matter Expert) (Kolkata)
🏢 Gratitude
📍 Kolkata