Finance and Systems Analyst

Pfm · Remote, India · Operations

Posted 2026-07-16

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Position Summary:

The Finance and Systems Analyst is responsible for maintaining financial systems (e.g., ERP), with primary focus on customer project setups, billing support, and project/portfolio analytics.  This role will also assist with Project Financial report development and validation.

Essential functions of the job include but are not limited to:

Setup customer accounts in ERP

Setup customer projects in ERP and support billing/accounting

Maintain all data migration templates necessary to transform customer contracts into project structures and budgets in ERP.

Address ERP process and data issues with Financial Analysts

Validate Project Finance reporting, as assigned.

Validate ERP system enhancements.

Lead data import processes, as required.

Oversee Cost Schedule assignment corrections.

Demonstrate expertise in systems management to streamline processes and ensure accuracy in project-related activities.

Demonstrate thorough understanding of internal systems and tools to effectively support project finance initiatives.

Intermediate familiarity with systems management to support processes and ensure accuracy in project-related activities.

Support customer projects with a focus on project finance.

Qualifications:

Minimum Required:

Bachelor's degree/or equivalent local education in finance, business, or related field

Proficiency in financial analysis tools/software

Excellent communication and interpersonal skills

Strong attention to detail and ability to manage multiple tasks simultaneously.

3 years of experience in Finance or related field

Preferred:

Certified Public Accountant (CPA) for North America or equivalent local qualification

CRO industry experience, with a focus on Project Finance

Quick Books

Skills:

Competencies

Strong working knowledge of accounts payable, accounts receivable, general ledger, bank reconciliations, QuickBooks or related software package, strong Excel /PC skills and able to thrive in multi-tasking environment.

Working knowledge of project budgeting and accounting in the service industry

Strong accounting skills

High energy and enthusiasm with a strong commitment to exceeding expectations.

Flexibility and willing to work on multiple assignments of varying tasks with personnel throughout the organization.

Ability to learn quickly. Good oral and written communication & interpersonal skills with the ability to connect and build relationships with management and others throughout the organization.

Exhibits self-motivation and is able to work independently as well as in a team environment Team player with a desire to be an active, long-term participant in the growth of the company.

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