Role: RTR SME (Record to Report – Subject Matter Expert)

Location: Kolkata | Noida
Experience: 5–8 Years
Band: BPO 3/4
Salary: Up to 9 LPA (Up to ₹75,000 per month)
Job Code: 424980 (Kolkata) | 434359 (Noida)

Education & Qualification

• Minimum 15 years of regular, full-time education (10 + 2 + 3).
• Non-technical graduation and/or Master's degree in Finance & Accounts (B.Com, M.Com, or CA Complete preferred).
• Bachelor's/Master's degree in Finance & Accounting or equivalent, with ERP certification/proficiency.

Must-Have Skills

• Lean Six Sigma certified or formally trained (Black Belt preferred).
• Finance and Accounting domain experience.
• Proven track record of leading and/or mentoring multiple Lean Six Sigma improvement projects.

Good-to-Have Skills

• Continuous Improvement / Lean & Six Sigma.
• Stakeholder coordination.
• ERP exposure (JDE/SAP).

Role Purpose

This role is responsible for executing complex processes that involve greater subjective thinking or processing a much higher volume of basic transactions.

The candidate should have:

• At least 3 years of relevant experience as a Subject Matter Expert in similar processes.
• Good communication, organisational, and interpersonal skills.
• Proficiency in MS Excel.
• Expert-level knowledge of ERP systems, preferably SAP or JDE.
• Experience in reporting and compliance.
• Ability to handle stringent timelines and interact effectively with stakeholders.

Key Accountabilities & Responsibilities

• Perform complex processes involving journal entries (preparation and posting), month-end closing activities, reporting, fixed asset and lease accounting.
• Handle reconciliation of cash and other balance sheet items, including researching open items and driving them to closure.
• Complete activities as per the customer's Statement of Work (SOW).
• Meet targets for Turnaround Time (TAT) and accuracy.
• Independently undertake and complete assigned work.
• Perform self-assessments to verify that activities are completed accurately and on time.
• Perform quality checks of Senior Associates and provide feedback.
• Evaluate internal control gaps and implement controls to prevent errors and recurring issues.
• Act as a buddy to new joiners and Senior Associates requiring support.
• Report hourly and End-of-Day (EOD) status of activities performed.
• Provide daily progress updates to customers through emails and calls.
• Prepare and provide reports and dashboards using Excel and PowerPoint.
• Identify process gaps, implement controls, and monitor closure.
• Identify process improvement opportunities and drive improvement projects to completion.
• Operate from the office as a standard requirement.
• Avoid unscheduled leaves without prior consent from the Team Lead.
• Be open to working extended hours from the office to complete deliverables during errors, backlogs, month-end, and quarter-end periods.

Technical Capabilities & Skills

Systems Knowledge

• Expert knowledge of SAP or JD Edwards.
• Good proficiency in MS Office:
• MS Word
• MS Excel
• MS PowerPoint

Advanced Excel Skills

Expert-level experience using:

• IF
• SUMIFS
• COUNTIFS
• VLOOKUP
• XLOOKUP
• Pivot Tables
• Cell References
• AVERAGE
• Ageing Analysis
• Date Formatting
• Text to Table

Soft Skills

• Genuine empathy towards customers experiencing connection difficulties.
• Ability to communicate effectively across groups with diverse backgrounds.
• High energy and self-motivation.
• Strong sense of accountability.

Analytical Skills

• Excellent attention to detail.
• Analytical and data-oriented approach.
• Logical problem-solving abilities.

Organisational Skills

• Strong time management.
• Documentation and knowledge-sharing skills.
• Excellent written communication skills to interact with key stakeholders.

Business Acumen

• 5–8 years of experience in Record to Report (RTR).
• At least 3 years of relevant experience as a Subject Matter Expert in similar processes.
• Good communication, organisational, and interpersonal skills.
• Proficiency in MS Excel.
• Working-level knowledge of ERP systems, preferably SAP or JDE.
• Experience in reporting and compliance.
• Ability to manage stringent timelines and stakeholder interactions.
• Hands-on experience in:
• Journal Entries (Preparation & Posting).
• Month-End Closing Activities.
• Financial Reporting.
• Fixed Asset Accounting.
• Lease Accounting.
• Cash and Balance Sheet Reconciliations.
• Researching open items and driving them to closure.

Other Requirements

• Positive attitude and willingness to support business requirements.
• 5 days' work from office is mandatory.
• Must be available to work one weekend during the Month-End Close cycle.

Additional Information

• Ex-TCS employees cannot apply.
• PAN and DOB are required for profile creation.