Job highlights

- 5–6 years in Accounts & Finance with advanced AI automation skills and SAP expertise
- Automate accounting processes using AI, manage financial operations, prepare reports, and optimize workflows

Key Responsibilities 1. AI Transformation & Agentic Automation Primary Focus

- Identify opportunities to automate manpower-intensive accounting and finance processes using AI and agentic AI.
- Design, implement, and manage AI agents capable of executing repetitive accounting workflows with appropriate human oversight.
- Automate invoice processing, ledger scrutiny, bank and vendor reconciliations, expense validation, and financial reporting.
- Integrate AI solutions with SAP, Excel, and other financial systems through approved and secure integrations.
- Develop intelligent workflows for identifying accounting discrepancies, exceptions, anomalies, and potential financial risks.
- Continuously evaluate and implement emerging AI tools to improve efficiency and reduce operational costs.
- Establish measurable automation outcomes, including reduction in manual effort, processing time, and manpower requirements.
- Ensure AI-driven processes maintain appropriate financial controls, data security, audit trails, and approval mechanisms.

2. Accounting & Financial Operations

- Manage day-to-day accounting transactions and maintain accurate financial records.
- Work extensively on SAP for accounting, financial data extraction, reconciliation, and reporting.
- Oversee ledger scrutiny, bank reconciliations, vendor reconciliations, and expense accounting.
- Ensure timely monthly financial closing and preparation of financial reports.
- Support internal and statutory audits and ensure compliance with applicable accounting standards, GST, TDS, and other statutory requirements.

3. Financial Reporting & Analytics

- Prepare monthly MIS, financial dashboards, and management reports.
- Use AI-powered analytical tools to identify trends, discrepancies,



and opportunities for cost optimisation.
- Develop automated reporting systems to minimise manual data compilation.
- Improve the speed, accuracy, and reliability of financial information for management decision-making.

4. Process Optimisation & Workforce Productivity

- Review existing finance workflows and identify opportunities for process simplification and automation.
- Implement scalable systems that enable growing transaction volumes to be managed without proportionate increases in manpower.
- Reduce repetitive manual work, processing time, and human errors.
- Document automated workflows and ensure their reliability, continuity, and effectiveness.
- Drive a culture of AI adoption and continuous productivity improvement within the accounts function.

Required Skills & Qualifications

Accounting & Technical Competencies

- 5–6 years of relevant experience in Accounts & Finance.
- Robust accounting fundamentals and hands-on SAP experience.
- Advanced proficiency in MS Excel, including Pivot Tables, Lookup functions, Power Query, and financial data analysis.
- Sound understanding of financial reporting, reconciliations, statutory compliance, and internal controls.

AI & Automation Competencies – Mandatory
- Advanced AI literacy with demonstrated hands-on experience in implementing AI-driven automation.
- Relevant AI certification from a recognised institution or technology platform.
- Practical familiarity with tools such as Microsoft Copilot, Power Automate, Copilot Studio, n8n, Make, or equivalent automation platforms.
- Understanding of agentic AI and the ability to conceptualise, develop,



and deploy autonomous or semi-autonomous workflows.
- Ability to connect AI tools with accounting systems and structured financial data.
- Demonstrated ability to quantify productivity gains and operational savings achieved through automation.
- Strong analytical thinking, problem-solving ability, adaptability, and a technology-first mindset.

Key Performance Indicators (KPIs)

The candidate’s performance will be assessed on:

1. AI Automation: Number and effectiveness of accounting processes successfully automated.
2. Workforce Productivity: Reduction in manual effort, repetitive tasks, and manpower dependency.
3. Process Efficiency: Improvement in reconciliation timelines, monthly closing, and MIS preparation.
4. Accuracy & Compliance: Reduction in errors, improved financial controls, and timely statutory compliance.
5. Scalability: Ability to manage increasing accounting volumes without proportionate increases in team size.
6. Innovation: Continuous identification and deployment of practical AI solutions within the finance function.

Recruitment & Selection Assessment A practical AI automation assessment will be mandatory as part of the recruitment process. Shortlisted candidates will be required to demonstrate their ability to apply AI and automation to real-world accounting scenarios, using sample or anonymised financial data.

The assessment may include

- Automating bank or vendor reconciliations.
- Identifying ledger discrepancies using AI.
- Developing an AI-assisted MIS or financial dashboard.
- Designing an agentic AI workflow for a repetitive accounting process.
- Quantifying potential time savings, manpower optimisation, and efficiency improvements.

Selection Weightage

Competency Weightage

AI & Automation Capabilities 40%

Accounting & SAP Expertise 40%

Analytical & Problem-Solving Skills 20%Role & responsibilities

Preferred candidate profile

📌 Manager - Accounts (Mumbai)
🏢 The Phoenix Mills
📍 Mumbai