The Role
Analyze client business processes, gather requirements, document BRDs and functional specifications, assess finance, inventory, procurement, and accounting workflows, and support Zoho ERP implementation. Responsibilities include process improvement, data reconciliation and migration validation, testing, UAT, client training, reporting, dashboards, post-go-live support, and coordination with consultants, developers, and clients.
Summary Generated by Built In
Business Analyst CMA Qualified
SUMMARY
As a Business Analyst, you will work closely with clients to understand their business processes, gather requirements,analyse financial workflows, and assist in implementing ERP solutions, primarily within the Zoho ecosystem. The role offers excellent exposure to consulting, ERP implementation, process improvement, and digital transformation across multiple industries.
EDUCATION
CMA Qualified
B.Com / M.Com (Preferred)
TECHNICAL SKILLS
Strong understanding of Accounting and Costing principles.
Good analytical and logical thinking ability.
Excellent MS Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, formulas, data analysis).
Strong communication and documentation skills.
Ability to interact confidently with clients.
Problem-solving mindset with attention to detail.
Ability to manage multiple projects and deadlines.
ERP systems (Zoho, SAP, Oracle, Microsoft Dynamics, Tally, etc.)
Financial reporting
Inventory Management
Procurement & Supply Chain
GST and Indian Accounting Practices
Basic SQL knowledge (Preferred)
Power BI or Zoho Analytics (Preferred)
COMPANY- Zoho Finance Premium Partner | Partner of the Year 2024
JOB TYPE
Full-Time (Work from Office)
EXPERIENCE-1–2 Years
LOCATION Sector 5, Salt Lake, Kolkata
ABOUT US
We are a leading Zoho Finance Premium Partner specializing in ERP consulting, business process transformation,and implementation of the Zoho ecosystem. We help businesses streamline their Finance, Operations, Sales, HR,Inventory, and Procurement processes through technology-driven solutions.
We are looking for an analytical and business-oriented CMA professional who is passionate about finance, technology,
and consulting.
KEY RESPONSIBILITIES
- Understand client business processes and financial operations.
- Conduct requirement gathering sessions with clients.
- Prepare Business Requirement Documents (BRD), Functional Requirement Specifications (FRS), SOPs, and process flow diagrams.
- Analyze existing accounting, inventory, procurement, and operational workflows.
- Suggest process improvements and ERP automation opportunities.
- Work closely with implementation consultants and developers to translate business requirements into functional solutions.
- Perform data analysis, reconciliation, migration validation,and testing.
- Support User Acceptance Testing (UAT) and client training.
- Coordinate with clients throughout the implementation lifecycle.
- Prepare MIS reports, dashboards, and analytical reports whenever required.
- Assist in post-go-live support and issue resolution.
EXPERIENCE REQUIREMENTS
- 1–2 years of experience in: - Business Analysis - Finance or Accounting - ERP Consulting - MIS Reporting - Process
Improvement - Internal Audit (Preferred)
Freshers with exceptional analytical skills and relevant internships may also be considered.
WHAT YOU'LL GAIN
- Exposure to ERP consulting and digital transformation projects.
- Opportunity to work with clients across diverse industries.
- Hands-on experience with the complete Zoho ERP ecosystem.
- Professional growth through certifications and continuous learning.
- Career progression into Functional Consultant, Solution Architect, or Project Manager roles.
WHY JOIN US
- Work with one of India's leading Zoho Finance Partners.
- Collaborative and learning-focused work environment.
-Opportunity to work on challenging ERP implementation projects.
- Merit-based career growth and continuous skill development.
Requirements
EXPERIENCE REQUIREMENTS
- 1–2 years of experience in: - Business Analysis - Finance or Accounting - ERP Consulting - MIS Reporting - Process
Improvement - Internal Audit (Preferred)
Freshers with exceptional analytical skills and relevant internships may also be considered.
Benefits
Upto 6 LPA
Skills Required
- CMA Qualified
- B.Com or M.Com
- 1-2 years of experience in business analysis, finance or accounting, ERP consulting, MIS reporting, process improvement, or internal audit
- Strong understanding of accounting and costing principles
- Strong MS Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, formulas, and data analysis
- Good analytical and logical thinking abilities
- Strong communication and documentation skills
- Client interaction and problem-solving skills
- Knowledge of ERP systems such as Zoho, SAP, Oracle, Microsoft Dynamics, or Tally
- Knowledge of financial reporting, inventory management, procurement and supply chain, GST, and Indian accounting practices
- Basic SQL knowledge
- Power BI or Zoho Analytics knowledge
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The Company
What We Do
Yogini Tradex Private Limited is a Kolkata-based human resources and recruitment agency that helps businesses hire personnel across multiple sectors. It provides HR solutions and recruitment services for clients in areas including accounting, call centres, cement, electronics, FMCG, government, hospitals, insurance, IT hardware, oil and gas, real estate, transport, and sports and fitness. Its services include candidate sourcing, screening, selection, and placement support.
