Lead - Finance & Accounts/Senior Lead - Finance & Accounts

About the role

Job Purpose The Team Manager will lead delivery of AI, GenAI and RPA initiatives for Banking/NBFC stakeholders, managing a cross-functional team of Developers and Business Analysts to translate business problems into scalable, secure and process-oriented solutions. The role will own end-to-end delivery—discovery to deployment—across automation (Power Automate/RPA), analytics enablement, portal development and external tools development, ensuring measurable outcomes and strong governance. This role will drive solutioning, architecture alignment and vendor management for niche tools/accelerators, define delivery standards, and ensure high-quality documentation including AS-IS/TO-BE process flows, BRDs, solution documents and test artefacts. The Team Manager will partner with business, IT, data and security teams to integrate solutions with enterprise platforms (SQL, Databricks/lakehouse, Azure) and adopt GenAI tools (Copilot/ChatGPT) responsibly to accelerate productivity. Duties and Responsibilities • Lead end-to-end delivery of AI, GenAI and RPA initiatives: intake, discovery, feasibility, estimation, prioritization, development, testing, deployment and hypercare • Manage a team of Developers and Business Analysts; define sprint/iteration plans, allocate work, remove blockers, and ensure on-time, high-quality delivery • Drive process-oriented analysis: conduct workshops, document AS-IS/TO-BE, identify controls/risks, and ensure solutions align to operational governance • Own requirement and solution documentation: BRDs/FRDs, user stories, solution documents, interface specifications, test artefacts, SOPs and release notes • Oversee portal development and external tools/accelerators development; ensure secure design, role-based access, auditability and performance standards • Partner with data teams to define data requirements and validate outputs using SQL, Databricks/lakehouse and reporting layers (Power BI) • Leverage Power Automate/RPA and scripting (Python where needed) to deliver automations and workflow orchestrations; ensure monitoring and support readiness • Manage vendors: define scope/SOW, review designs and deliverables, track SLAs, ensure knowledge transfer, and govern cost, risk and quality • Drive stakeholder management and governance cadence: status reporting, RAID tracking, steering updates, and benefits tracking (TAT/productivity/quality/compliance) • Promote responsible use of Copilot/ChatGPT and Azure AI Foundry capabilities to accelerate analysis and development while adhering to security and privacy guidelines Required Qualifications and Experience • 7–9 years of experience in AI/RPA/automation/data lake and digital solution delivery, with at least 2 years in a lead/team management role (Banking/NBFC preferred) • Education: Chartered Accountant (CA) preferred but not mandatory; Engineering/MCA/MBA/Finance or equivalent is acceptable • Strong solutioning and problem-solving mindset; ability to structure ambiguous problems into actionable plans and measurable outcomes • Hands-on experience writing and reviewing documentation: AS-IS/TO-BE process maps, BRD/FRD, user stories, acceptance criteria, solution documents, SOPs and control narratives • Working knowledge of data & analytics: SQL (mandatory), Databricks/lakehouse concepts, Power BI; ability to guide data requirements, validation and reconciliation • Automation & development exposure: Power Automate (mandatory), Python (good to have), API/integration basics; experience with RPA platforms/tools is preferred • GenAI productivity tools: Microsoft Copilot, ChatGPT; familiarity with Azure AI Foundry / enterprise GenAI platform capabilities is desirable • Experience managing vendors/partners (SOW, deliverables, quality reviews, SLAs) and coordinating cross-team dependencies • Proven people leadership: ability to lead and coach Developers and BAs, plan capacity, conduct reviews and ensure delivery governance • Excellent stakeholder communication and presentation skills; able to engage with senior business and technology leadership

What you’ll do

• Lead end-to-end delivery of AI, GenAI and RPA initiatives from intake to hypercare
• Manage Developers and Business Analysts, define sprint plans and ensure high-quality delivery
• Conduct process analysis workshops and produce AS-IS/TO-BE documentation
• Create and maintain BRDs, FRDs, user stories, test artefacts and SOPs
• Oversee portal and external tool development ensuring security and performance
• Partner with data teams to define requirements and validate outputs using SQL and Databricks
• Utilize Power Automate and Python to build automations and orchestrations
• Manage vendor scopes, SLAs and governance
• Promote responsible use of Copilot/ChatGPT and Azure AI Foundry

What you’ll bring

• 7-9 years AI/RPA/automation experience
• 2+ years team leadership
• Power Automate expertise
• SQL mandatory
• Databricks/lakehouse knowledge
• Python scripting
• Vendor management
• Stakeholder communication

Skills

Education

• Chartered Accountant (CA) preferred
• Engineering/MCA/MBA/Finance