Finance SME-Onsite

Qualifications:

• MBA (Finance) or Chartered Accountant (CA) with 5+ years of experience.
• Deep understanding of financial workflows, including invoicing, billing, and international taxation.

Job Responsibilities:

• Proficiency in Invoicing/Billing Processes: Manage and optimize billing workflows within a SaaS environment, ensuring they are efficient, scalable, and compliant.
• Tax Compliance:
• Deep understanding of tax regulations, including VAT, GST, and withholding taxes, for countries such as the US, UK, AU, and NZ.
• Review and ensure the correct application of tax rules in billing systems for global customers.
• Collaborate with tax teams to update systems with new tax rules and rates.
• Financial Services Software Expertise:
• Proficient in tools like Oracle NetSuite, Zoho, Freshworks, or similar SaaS platforms.
• Working experience in setting up financial workflows within these tools, including tax calculations and reporting.
• Workflow Review & Implementation:
• Act as a functional SME to review invoicing and billing workflows before implementation.
• Implement SaaS-based invoicing/billing frameworks and tools to streamline processes.
• Testing & Issue Resolution:
• Document, track, and resolve workflow defects and issues identified during testing.
• Work closely with testers and developers to ensure proper resolution and integration of fixes.
• Cross-Functional Collaboration:
• Participate in workflow development discussions, contributing to sprint planning, stand-ups, and retrospectives.
• Advocate for quality, compliance, and user satisfaction throughout the development lifecycle.
• Global Team Coordination: Work effectively with distributed teams to manage testing, implementation, and updates to financial workflows.
• Documentation & Reporting:
• Prepare detailed documentation on invoicing, billing, and taxation workflows for stakeholders.
• Generate compliance reports for audits and regulatory filings across different countries.

Skills & Competencies:

• In-depth knowledge of invoicing and billing processes within SaaS platforms.
• Expertise in multi-country taxation for the US, UK, AU, and NZ.
• Analytical mindset with strong troubleshooting and problem-solving abilities.
• Exceptional communication skills for articulating complex financial workflows and issues.
• Ability to manage multiple projects independently or within a collaborative team environment.
• Detail-oriented with a commitment to delivering high-quality, compliant solutions.