90 Zoho Books jobs in India

About Plyneer Industries Pvt. Ltd.:

Plyneer Industries is a rapidly growing plywood manufacturing and distribution company, serving B2B and B2C customers with high-quality plywood, MDF, laminates, and veneers. With two warehouses in Bengaluru and a strong vision for operational excellence, Plyneer is implementing an end-to-end automated Zoho ecosystem to achieve Amazon-level efficiency.

Position Overview:

We are seeking an experienced Zoho Books & Inventory Implementation Specialist to lead the deployment, customization, and integration of Zoho Books and Zoho Inventory. The ideal candidate will have deep expertise in Zoho ecosystem modules, inventory automation, cash and vendor workflows, expense management, and CRM integration.

Key Responsibilities:

1. Zoho Inventory Implementation & Automation

• Deploy a bin-wise inventory tracking system across warehouses (Warehouse → Zone → Aisle → Platform → Level → Slot → Bin).

• Implement unique QR codes for sheets/bundles and enable bulk “from-bin → to-bin” movements.

• Automate GRN → Purchase Bill flows with auto QR generation and bin assignment.

• Integrate dispatch & sales workflows with bin selection / scan-out.

• Generate reports: low stock alerts, bin-wise valuation, movement & aging, warehouse occupancy.

• Ensure seamless integration with Zoho Books, Creator, and Flow for real-time stock visibility.

2. Cash Payment Tracking Automation

• Design workflows to track cash collection, verification, and bank deposits.

• Configure automated overdue reminders to management, accounts, and customers.

• Enable daily cash summaries, auto-mapping deposits to invoices, and internal confirmations.

3. Vendor Onboarding & Purchase Workflow Automation

• Digitize vendor registration capturing email, phone, bank details, GSTIN verification, registration date, and tax compliance.

• Automate PO generation, vendor acknowledgment tracking, GRN & invoice approvals.

• Schedule automated payments based on credit terms and approvals.

• Ensure updates in Zoho Books vendor master and internal notifications.

4. Expense Management Automation

• Implement Zoho Expense workflows and auto-categorization by vendor/keywords.

• Configure approval levels: Accounts (L1), CEO (L2).

• Ensure validation: duplicate checks, OCR verification, GSTIN verification, advance balance checks.

• Automate accounting entries and generate reports: Expense vs Budget, Dept summary, pending approvals, and daily/weekly digests to CEO & Accounts.

5. Integration & Reporting

• Integrate Zoho Books ↔ Inventory ↔ CRM ↔ Creator ↔ Flow for end-to-end automation.

• Develop dashboards for inventory, sales, vendor, cash, and expense tracking.

• Perform Tally → Zoho Books migration with data accuracy validation.

6. Training & Support

• Conduct UAT and user training for Accounts, Warehouse, and Sales teams.

• Provide post-launch support, documentation, and optional AMC for system maintenance.

Qualifications & Skills:

• Proven experience in Zoho Books, Zoho Inventory, Zoho Creator, and Zoho Flow implementation.

• Strong knowledge of inventory management, warehouse operations, and bin-wise tracking systems.

• Expertise in automating workflows for cash, vendor management, purchases, and expenses.

• Experience in data migration from Tally ERP to Zoho Books.

• Understanding of B2B and B2C sales processes, quotation management, and CRM integration.

• Excellent problem-solving skills and ability to document processes.

• Strong communication skills in English; ability to train and guide teams.

Preferred:

• Experience implementing interactive customer portals or multi-quote systems.

• Familiarity with GST API, WhatsApp API integrations, and automated reporting

• Design and architect scalable, secure, and resilient cloud-based accounting systems and financial solutions.
• Lead the selection and implementation of cloud accounting software (e.g., NetSuite, SAP S/4HANA Finance, Oracle Fusion Cloud).
• Develop integration strategies between cloud accounting platforms, ERP systems, and other financial applications using APIs and middleware.
• Define best practices for cloud infrastructure, data security, and compliance within the finance domain.
• Collaborate with finance leadership and business units to understand and translate requirements into technical solutions.
• Evaluate emerging technologies and assess their applicability to enhance financial operations and reporting.
• Create detailed architectural diagrams, documentation, and roadmaps for financial technology initiatives.
• Provide technical leadership and guidance to development and implementation teams.
• Ensure solutions align with industry standards and regulatory requirements (e.g., SOX, GDPR).
• Troubleshoot complex technical issues related to cloud accounting systems and integrations.
• Drive automation initiatives within the finance function through technology solutions.

• Bachelor's or Master's degree in Accounting, Finance, Computer Science, Information Systems, or a related field.
• Minimum of 7 years of experience in accounting or finance, with at least 4 years focused on designing and implementing cloud-based financial systems.
• Proven expertise in architecting solutions on major cloud platforms (AWS, Azure, GCP).
• Deep understanding of accounting principles, financial reporting, and internal controls.
• Hands-on experience with enterprise-level ERP systems and cloud accounting software.
• Strong knowledge of API design, microservices architecture, and data integration techniques.
• Excellent analytical, problem-solving, and strategic thinking skills.
• Exceptional communication, presentation, and stakeholder management abilities.
• Ability to lead and mentor technical teams in a remote environment.
• Relevant certifications (e.g., CPA, CMA, Cloud certifications) are highly desirable.

Job Skill: HFM+FDMEE

Years of experience :3+ Years

Location: Pan India (LTIMindtree office)

HFM FDMEE

• Experience in Hyperion Financial Management and FDMEE 112 implementation

• Understanding of multicurrency environments and foreign currency translation

• Facilitate daily administration of Hyperion Financial Management and FDMEE as well as ensure compliance with policies procedures and controls

• Experience outline metadata and member formulas within HFM as business requirements change

Interested can share profile on :

About BNP Paribas India Solutions:

Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union’s leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global delivery center. India Solutions services three business lines: Corporate and Institutional Banking, Investment Solutions and Retail Banking for BNP Paribas across the Group. Driving innovation and growth, we are harnessing the potential of over 1000 employees, to provide support and develop best-in-class solutions.

About BNP Paribas Group:

BNP Paribas is the European Union’s leading bank and key player in international banking. It operates in 65 countries and has nearly 185,000 employees, including more than 145,000 in Europe. The Group has key positions in its three main fields of activity: Commercial, Personal Banking & Services for the Group’s commercial & personal banking and several specialised businesses including BNP Paribas Personal Finance and Arval; Investment & Protection Services for savings, investment, and protection solutions; and Corporate & Institutional Banking, focused on corporate and institutional clients. Based on its strong diversified and integrated model, the Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realize their projects through solutions spanning financing, investment, savings and protection insurance. In Europe, BNP Paribas has four domestic markets: Belgium, France, Italy, and Luxembourg. The Group is rolling out its integrated commercial & personal banking model across several Mediterranean countries, Turkey, and Eastern Europe. As a key player in international banking, the Group has leading platforms and business lines in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific. BNP Paribas has implemented a Corporate Social Responsibility approach in all its activities, enabling it to contribute to the construction of a sustainable future, while ensuring the Group's performance and stability

Commitment to Diversity and Inclusion

At BNP Paribas, we passionately embrace diversity and are committed to fostering an inclusive workplace where all employees are valued, respected and can bring their authentic selves to work. We prohibit Discrimination and Harassment of any kind and our policies promote equal employment opportunity for all employees and applicants, irrespective of, but not limited to their gender, gender identity, sex, sexual orientation, ethnicity, race, colour, national origin, age, religion, social status, mental or physical disabilities, veteran status etc. As a global Bank, we truly believe that inclusion and diversity of our teams is key to our success in serving our clients and the communities we operate in.

About Business line/Function:

The ISPL Financial Shared Services (FSS) Platform performs production and reporting activities delivered to onshore teams focused on fronting activities, and provides offshore support to nearshore teams, thus fostering standardization and Finance transformation. It is split into three components with the following missions: i.e. APAC Regional FSS, Global FSS and World Wide FSS

Position Purpose

The main responsibility of the Subject Matter Stream (SMS) is to ensure the accuracy of the financial and management accounting ledgers through a new BNP Paribas tool (OFS). Understanding the tools and processes, as per the target operating model and ensure these processes are followed and documented and put in place the adequate level of controls.

Responsibilities

Direct Responsibilities

§ Be responsible for the production of the Financial and Management accounting for a business unit (entity or business line)

§ Test all feeds and processes before entities go live on the new systems

§ Explain the components of the financial and management accounting variance to the Financial Controller via dedicated governance

§ Ensure the accuracy of the Financial and Management accounting ledgers via a strong level 1 control

§ Understand the OFS processes and usage of OFS tools from the financial and management accounting, controls and reporting perspective

§ Create process documentations for respective areas for productions teams to follow in the target operating model

§ Be responsible for the static data of the entity/business unit

§ Support the production teams during parallel run and go-live to ensure that the OFS tools and processes are followed as per the target operating model

Primary Skills

§ Expertise in accounting of banking products/activity and on IFRS

§ Knowledge of financial reporting processes in Banking and Capital Market industry

§ Knowledge of Corporate and Investment Banking (CIB) activities and products

§ Good communication (oral and written), organization and documentation skills.

Contributing Responsibilities

§ Manage and support platform growth in the area of transitions working with ISPL and global stakeholders (CFO, CEO, COO) as well as functions i.e. Legal, Tax, Compliance, DPO, Risk etc.

§ Support FSS teams on IG missions, audits and reviews

§ Collaborate with ISPL stakeholders on various reporting requirements

Technical & Behavioral Competencies

§ Ability to adapt to changes

§ Capability to work and interact with various people of different expertise and level.

§ Client focus

Collaborative worker & team player

Specific Qualifications (if required)

Chartered Accountant with at least 12-15 years post qualification experience

Skills Referential

Behavioural Skills : (Please select up to 4 skills)

Client focused

Decision Making

Ability to deliver / Results driven

Communication skills - oral & written

Transversal Skills: (Please select up to 5 skills)

Ability to develop and adapt a process

Ability to manage / facilitate a meeting, seminar, committee, training…

Analytical Ability

Ability to understand, explain and support change

Ability to anticipate business / strategic evolution

Education Level:

Master Degree or equivalent

Experience Level

At least 12 years

• Develop, implement, and refine the organization's comprehensive financial risk management strategy, policies, and procedures.
• Oversee the identification, assessment, measurement, and mitigation of all significant financial risks, including market risk, credit risk, liquidity risk, and operational risk.
• Lead and mentor a team of risk management professionals, fostering a culture of risk awareness and expertise.
• Ensure compliance with all relevant national and international banking regulations and reporting requirements (e.g., Basel Accords).
• Develop and maintain robust risk models and stress testing frameworks to assess portfolio risk and capital adequacy.
• Provide strategic guidance to senior management and the Board of Directors on risk-related matters.
• Establish key risk indicators (KRIs) and monitor risk exposures against established limits and tolerances.
• Oversee the development and implementation of risk management systems and technologies.
• Represent the company in discussions with regulators, auditors, and external stakeholders on risk management topics.
• Promote a strong risk culture throughout the organization through training and communication initiatives.

• Master's degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field. A Ph.D. is a plus.
• Minimum of 10-12 years of progressive experience in financial risk management within the banking or financial services industry.
• Demonstrated expertise in various risk disciplines (market, credit, liquidity, operational).
• In-depth knowledge of financial markets, financial instruments, and quantitative risk modeling techniques.
• Proven experience in leading and developing high-performing teams.
• Strong understanding of regulatory frameworks (e.g., RBI, Basel III/IV, IFRS 9) and compliance requirements.
• Excellent analytical, strategic thinking, and problem-solving skills.
• Exceptional leadership, communication, and interpersonal abilities, with the capacity to influence at all levels.
• Professional certifications such as FRM, PRM, or CFA are highly desirable.

• Prepare and analyze monthly, quarterly, and annual financial reports, including P&L statements, balance sheets, and cash flow statements.
• Develop financial forecasts and budgets in collaboration with department heads and senior management.
• Conduct in-depth variance analysis, identifying key drivers of financial performance and providing actionable recommendations.
• Build and maintain complex financial models to support strategic initiatives, scenario planning, and business case development.
• Analyze key performance indicators (KPIs) and provide insights into trends, opportunities, and risks.
• Support the financial due diligence process for potential mergers, acquisitions, or investments.
• Streamline and improve financial reporting processes and systems to enhance efficiency and accuracy.
• Ensure compliance with accounting principles and company policies.
• Present financial findings and recommendations to senior management in a clear and concise manner.
• Collaborate with the accounting team to ensure accurate data input and reconciliation.
• Contribute to the development of management information systems and dashboards.

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field. A Master's degree or professional certification (CMA, CPA, CFA) is highly desirable.
• Minimum of 5-7 years of progressive experience in financial analysis, management accounting, or corporate finance.
• Proven expertise in financial modeling, forecasting, budgeting, and variance analysis.
• Strong understanding of accounting principles (GAAP/IFRS).
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUPs, complex formulas) and financial software (e.g., SAP, Oracle, Hyperion).
• Excellent analytical, quantitative, and problem-solving skills.
• Superior communication, presentation, and interpersonal skills.
• Ability to work independently, manage multiple priorities, and meet tight deadlines in a remote environment.
• Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
• Proactive mindset with a strong desire to add value and drive business improvements.

• Prepare and analyze monthly, quarterly, and annual financial reports, including P&L statements, balance sheets, and cash flow statements.
• Develop financial models and forecasts to support business planning and strategic initiatives.
• Conduct variance analysis, identify trends, and provide explanations for financial performance.
• Assist in the budgeting process, collaborating with various departments to develop accurate financial projections.
• Monitor key financial metrics and KPIs, providing dashboards and insights to senior management.
• Support external audits and ensure compliance with accounting standards and regulations.
• Identify opportunities for cost savings and process improvements within the finance function.
• Perform ad-hoc financial analysis and support special projects as needed.
• Ensure the accuracy and integrity of financial data through robust reconciliation processes.
• Contribute to the continuous improvement of financial reporting systems and tools.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of experience in financial analysis, management accounting, or a similar role.
• Strong understanding of financial principles, accounting standards (e.g., Ind AS, IFRS), and financial modeling.
• Proficiency in financial software and advanced Excel skills (pivot tables, VLOOKUP, macros).
• Experience with ERP systems (e.g., SAP, Oracle) and BI tools is desirable.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong attention to detail and accuracy.
• Effective communication and presentation skills, with the ability to explain complex financial information clearly.
• Ability to work independently and manage multiple tasks under tight deadlines in a remote setting.
• Professional certifications such as CFA, CA, or CPA are a plus.