Zoho Finance Applications Consultant

The Zoho Finance Applications Consultant is responsible for designing, implementing, and supporting end-to-end finance workflows using the Zoho Finance Suite (including Zoho Books, Zoho Inventory, Zoho Expense, Zoho Billing, Zoho Checkout, Zoho Payroll, and Zoho Practice). You will work directly with clients to assess business needs, configure solutions, and ensure successful adoption of the platform in line with financial best practices and compliance standards.

What we need:

Key Responsibilities  

1. Solution Design & Implementation  

• Assess client finance and accounting processes to recommend Zoho Finance solutions.
  

• Configure and customize Zoho Finance apps (e.g., Zoho Books, Inventory, Expense).
  

• Design and implement workflows, automation, custom fields, and integrations.
  

• Map client GL, chart of accounts, tax rules, invoicing, and payment gateways.
  

2. Integration & Data Management  

• Integrate Zoho Finance apps with other Zoho applications (CRM, Projects, Desk, etc.) as well as third party applications (Payment Gateways, E-commerce Platforms, etc.).
  

• Manage data migrations from legacy systems or other accounting platforms (e.g., QuickBooks, Xero, Sage).
  

• Ensure secure and accurate data handling and reconciliation.
  

• Use of data cleaning tools
  

3. Client Engagement & Support  

• Lead discovery sessions and client workshops to understand financial requirements.
  

• Provide training and documentation to clients and internal teams.
  

• Troubleshoot and resolve technical issues related to configuration and finance workflows.
  

4. Financial Process Expertise  

• Ensure client configurations support local and international financial compliance.
  

• Provide guidance on best practices for invoicing, expense tracking, reporting, and taxation.
  

• Stay current with Zoho Finance product updates and financial technology trends.
  

1. Educational Background

• Bachelor’s degree or National Diploma in Accounting, Finance, Financial Management, Information Systems, or a related field.
  
  

• Professional accounting qualifications or progress toward SAIPA, CIMA, ACCA, or equivalent.
  

• Certifications in Zoho Books, Zoho Inventory, Xero, QuickBooks, or Sage.
  

• Minimum 2–5 years working with accounting software (Xero, Sage, QuickBooks, Zoho, Microsoft Dynamics or similar platforms)
  

• Strong knowledge of financial workflows, accounting principles, and ERP systems
  

• Familiarity with South African and/or international tax and accounting regulations.
  

• Ability to document processes, and help to review implementation proposals and SOWs.
  

• An understanding of analytical tools (SQL, Zoho analytics or Power BI)
  

• Excellent written and verbal communication skills, with the ability to interface effectively with both technical and non-technical stakeholders.
  

• Clear communication skills, especially in client training and support contexts.
  

• Strong interpersonal and communication skills, with a genuine enthusiasm for working with clients. You enjoy engaging with people, understanding their needs, and delivering solutions in a professional, confident, and friendly manner.
  
  

3. Work Ethic and Adaptability

• Highly organized and proactive, with a passion for problem-solving and technology.
  

• Eagerness to learn continuously and adapt in a fast-evolving cloud environment.
  

• Self-starter capable of managing multiple projects independently in a remote or hybrid setting.
  

• Access to training programs on Zoho solutions and emerging cloud software development methodologies.
  
• Opportunities for career advancement within a rapidly growing organization.
  

• Hybrid or flexible work arrangements (subject to project requirements).
  

• A supportive, team-oriented environment that values open communication, innovation, and continuous improvement.
  
• Regular team-building events, knowledge-sharing sessions, and off-site company workshops.
  

• Contribute directly to the success of African businesses by delivering solutions that drive efficiency, cost savings, and organizational growth.
  
• Be part of a mission-driven team striving to become Africa’s leading business process automation solutions provider.