Zoho Finance Implementer
Zopreneurs
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Posted 10 hrs ago
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Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Responsibilities & Expectations
- End-to-End Zoho Finance Implementations
- Configure modules (Chart of Accounts, Taxes, Banking, Items, Warehouses, Automation, Templates, Approvals, Workflows).
- Set up inventory structures, landed costs, composite items, reorder rules, vendor processes, price lists, etc.
- Requirement Gathering & Scope Definition
- Facilitate discovery workshops.
- Document requirements and prepare Scope of Work (SOW) with clear assumptions, inclusions/exclusions.
- Data Migration & Go-Live Management
- Manage chart of accounts migration, item master cleanup, opening inventory, trial balance, and historical transactions (as per scope).
- Define inventory cut-off procedures.
- Validate migrated data before go-live.
- Support client during parallel run and post-go-live stabilization.
- Deliverables & Time Managementspan
- Plan and deliver projects in a timely and structured manner.
- Coordinate dependencies (client readiness, data, integrations).
- User Training
- Deliver structured training sessions with hands-on exercisesspan
- Prepare training materials, workflows, and SOPs.
- Product Demonstrations
- Conduct structured demos for Zoho Finance Applications tailored to client industry and pain points.
- Continuous Professional Development & Knowledge Base Development
- Demonstrate on-going learning in Accounting, Inventory and Finance.
- Build use-case scenarios, documentation, and step-by-step guides for internal reuse.
- Prepare solution blueprints for recurring client modules.
- Stay updated on new Zoho Finance features.
- Vendor & Support Liaison
- Raise tickets with Zoho Support, follow up for resolutions.
- Submit enhancement requests
Desired Candidate Profile
Minimum 3+ years of experience implementing Zoho Finance applications (Books, Inventory, Expense, Billing, Payroll, Commerce, Checkout, Finance Plus).
- Understanding of Accounting & Tax Principles and Processesspan
- Accounting background is a plus (GAAP, accounting cycles, reconciliation processes, and internal controls.)span
- Proven experience handling complex inventory setups, including:span
- Multi-warehouse, batch & serial trackingspan
- Bill of materials (BOM) / assembliesspan
- Reorder planningspan
- Returns & adjustmentsspan
- Experience in implementing foreign purchases, landed costs, duty, freight allocations, and valuation adjustments.span
- Ability to map business needs to Zoho functionalities and design optimised workflows.span
- E-Commerce integration and knowledge of other Zoho applications is a plus.
Soft Skills
- Presentation & demo skills
- Client communication
- Documentation and training capability.
Company Industry
Keywords
- Zoho Finance Implementer
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