Role Description We are seeking a Chartered Accountant (CA) for a finance position that is both highly operational and analytical. This is not a standard accounting role. The ideal candidate must possess exceptional skills in Advanced Excel and Power BI, with the ability to manage large datasets, develop MIS systems, automate reporting processes, and enhance financial transparency across various departments. Individuals who are not highly proficient with Excel and Power BI may find this role unsuitable. Qualifications - Chartered Accountant (CA) – Essential - Advanced Excel – Essential - Power BI – Essential Requirements - High proficiency in Advanced Excel, including: - Pivot Tables - XLOOKUP - SUMIFS - Data Validation - Conditional Formatting - Dashboard creation - Complex formulas - Handling large datasets - Financial MIS reporting - Strong hands-on experience in Power BI, including: - Dashboard development - Data visualization - Automating reports - Data modeling - Business reporting workflows Key Responsibilities - Managing the entire Accounts Receivable (AR) and Accounts Payable (AP) processes - Monthly closing activities, reconciliations, and detailed ledger review - Preparation of MIS and management reports - Budgeting, forecasting, and analyzing profitability - Creation and maintenance of financial dashboards and reports - Handling payment summaries related to operations - Processing transport invoicing and RCTI - Managing intercompany transactions - Supporting strategic financial decision-making processes - Coordinating with internal teams, vendors, and clients effectively - Managing escalations and overseeing finance operations - Driving process improvements and automating reporting tasks Ideal Candidate - Has a passion for working with numbers and systems - Is capable of independently managing finance operations - Is detail-oriented and follows process-driven methodologies - Thrives in a fast-paced work environment - Possesses strong communication and coordination abilities - Can transform raw data into actionable business insights Hiring Process - Advanced Excel Assessment - Power BI Assessment - Final Interview Why Consider This Role? - Authentic Work From Home opportunity suitable for outstation candidates - Early morning shift with work concluding by 3 PM - Join a high-growth company with ambitious expansion plans - Opportunity to build systems and make a significant impact - Gain exposure to operational finance, reporting, and business decision-making - Experience an ownership-driven culture with rapid career growth potential Good-to-have skills - Advanced Excel

• Responsible for analyzing customer requirements and the analysis of information/data. • Responsible for understanding the pension business needs of the client and identifying how best to meet those needs. • This includes working with the business and the technology areas to gather requirements for development and management. • The role leads the effort to analyze, validate and document the business and system requirements. • Acts as a bridge between the business and the IT groups, and is accountable for a technology solution that supports the business request or opportunity and is based on the enterprise architecture. • Assists in designing, modifying and creating business processes that will be used to implement the business transformation solutions. • This is done through research and fact-finding combined with a basic understanding of applicable business processes, systems, and industry requirements. • Provides input to improve overall efficiency and processes. • Perform other duties as assigned. • Maintain a high level of client relationship management. • Act as liaison between clients, other service providers and programmers to further develop and foster the client relationship. • Provide daily support to clients during system development and implementation, including telephone support / contact for clients. • Participate in regular client status meetings including assisting with status reports, meeting notes, etc as determined by client's needs. • Manage multiple clients and tasks and prioritize work as required. • Send correspondence to clients. • Participate in upgrade or new implementation projects from beginning to end or parts of a major project. • This will include estimating and quoting work in conjunction with Programmers. • Participate in sessions with client to collect business requirements (JAD). • Provide client training. • Analyze complex business and pension requirements, user requests for system modifications / enhancements or error corrections; propose possible solutions for review by Senior team member, and document solutions in functional specifications in conjunction with programmers. • Analyze plan documents and prepare and/or peer review specifications. • Draft release notes and update delivery documents. • Assist with monthly support and maintenance updates if required. • Follow CPAS standard practices and procedures in selecting methods and techniques for obtaining solutions and meeting deliverables. • Setup client and plan rules in CPAS v5 products with support • Ensure the system meets legislative compliance and accuracy standards. • Formulate quality assurance standards / programs for client installations. • Document and maintain problem logs. • Write comprehensive test plans as needed for upgrades / changes. • Test template application, custom work, defect fixes etc providing QA of the system. • Enter, update defects in the CPAS Quality system • Demonstrate a financial accountability to up sell and encourage clients to configure additional CPAS functions. • Contribute to the client invoicing process through timely, accurate and detailed tracking in the CPAS Quality system.

• Provide day-to-day functional and technical support for Oracle Transportation Management (OTM), actively diagnosing, troubleshooting, and resolving customer-reported issues and inquiries. • Manage and respond to support tickets in accordance with defined Service Level Agreements (SLAs), ensuring timely communication, resolution, and customer satisfaction. • Resolve a wide range of support requests, including user access management, system configuration, data corrections, and solution enhancements. • Collaborate with customers on weekly customer status calls reviewing ticket backlog, prioritization, and resolution progress. • Execute quarterly regression testing in support of quarterly Oracle Cloud upgrades, identifying defects, validating fixes, and ensuring system stability. • Create and maintain Innovate Support knowledge base documentation

• Lead structured discovery sessions to understand current processes and identify opportunities for AI, automation, and workflow improvements. • Evaluate and help shape AI and automation use cases, ensuring they align with our needs, technical feasibility, and enterprise standards. • Translate business needs into clear functional and technical requirements, including process flows, decision logic, data needs, and integration points. • Create documentation such as process maps, use case descriptions, data flows, and solution requirements. • Partner with engineering and product teams to support solution design, testing, and validation for AI-enabled and automated solutions. • Support prioritization and tracking of automation initiatives, helping ensure measurable business value and alignment with broader roadmaps and governance practices.