Business Analyst (Finance & Operations) | ERPNext

Role overview

We are hiring a Business Analyst with a finance and operations background. This person will gather client requirements and coordinate the ERPNext implementation team from presales through go-live.

Detail

Value

Designation

Business Analyst – ERPNext (Finance & Operations)

Experience

1 to 2 years (finance/accounts or operations + ERP exposure)

About us: Data to Insight Solutions (www.datatoinsight.in) is a Zoho Authorised Partner and Zoho Finance Premium Partner. We help growing businesses run better on Zoho and ERPNext, with implementations that fit how finance and operations teams actually work.

Key responsibilities

Business analysis – finance

Run discovery workshops and map client processes, especially Record-to-Report (R2R), Procure-to-Pay (P2P), Order-to-Cash (O2C), inventory costing and GST.

Write requirement documents (BRD) and fit-gap analyses, and map requirements to ERPNext Accounts and Assets.

Design the chart of accounts, cost centres, tax templates, opening balances and financial reports with the client's finance team.

Prepare data migration templates for masters, opening stock, receivables, payables and ledger balances, and validate the migrated data.

Business analysis – operations

Map purchase, sales, inventory, warehouse and production processes, and configure ERPNext Buying, Selling, Stock and Manufacturing.

Design item masters, units of measure, warehouses, BOMs, workflows and approval rules with the client's operations team.

Set up reorder levels, batch and serial tracking, quality checks and dispatch flows where the business needs them.

Make sure operational transactions post correctly to accounts, so that inventory, cost of goods sold and GST match the books.

Project coordination

Own the project plan, milestones and task tracker for each implementation.

Coordinate functional consultants, developers and the client team, and set daily and weekly priorities.

Run client status meetings, circulate minutes, track action items and escalate risks early.

Manage change requests by assessing their impact on scope, timeline and cost.

Presales

Join discovery calls and run finance-focused ERPNext demos.

Prepare scope documents, effort estimates and proposal inputs.

Maintain demo instances, case studies and solution templates.

Training and testing (UAT)

Prepare test cases from requirements, run UAT with client users and track issues to closure.

Get UAT sign-off and manage go-live checklists, including cut-over and period closing.

Prepare user manuals and SOPs, and run role-based end-user training.

Provide post-go-live support through the first month-end and year-end closing.

Requirements

B.Com, M.Com, BBA, MBA (Finance or Operations), CA Inter or CMA Inter.

2–5 years in finance/accounts or business operations (purchase, sales, inventory, production), with ERP implementation exposure.

Hands-on with at least one ERP or accounting system, such as ERPNext, Zoho Books, Tally, SAP B1 or Odoo.

Strong grasp of accounting fundamentals, GST/VAT, inventory valuation and month-end closing, and of procurement, order fulfilment, warehousing and production flows.

Experience coordinating a team or a project, including planning, follow-ups and status reporting.

Clear written and spoken English and confidence presenting to finance heads and CXOs.

Advanced Excel skills (lookups, pivots, data cleaning for migration).

Willingness to travel to client sites when required.

Nice to have

ERPNext/Frappe or Zoho Books certification.

Experience with Gulf VAT or multi-company, multi-currency setups.

Exposure to manufacturing, trading or distribution businesses.

Familiarity with project tools such as ERPNext Projects, Zoho Projects or Jira.

How success is measured

KPI

Target

Go-live on planned date

Within agreed timeline

UAT sign-off

First cycle, with no critical open issues

First month-end close after go-live

Completed in ERPNext without workarounds

Training feedback score

4/5 or higher

Proposal inputs turnaround

Within 3 working days of discovery

What we offer

Exposure to end-to-end ERP projects across industries and the GCC region.

Training and certification support on ERPNext and Zoho Finance.

A clear growth path to Senior Business Analyst, then Project Manager

Pay

From ₹25,000.00 per month

Work Location

In person