ERP Next Implementation Consultant: Ac & Finance

About the Role

client-facing primary consultant

CA or strong accounting background but lower ERPNext exposure

ERPNext Implementation Consultant Accounting & Finance

business system

Key Responsibilities

Additional Domain Expectations

• Experience with

  Tally

  : data extraction, mapping, migration to ERPNext.
• Understanding of

  Tally ERPNext migration nuances

  , especially around ledgers, vouchers, GST configurations, and opening balances.
• Awareness of

  Tally integration workflows

  (import/export, bridge tools, or structured CSV pathways).

1. ERPNext Implementation & Solutioning

• Serve as the

  primary customer-facing functional consultant

  , managing discovery, solutioning, configuration, and go-live.
• Handle full functional responsibility including

  GST logic, accounting workflows, compliance mapping

  , and necessary ERP configuration.
• Coordinate with developers for enhancements, validate functional logic, review acceptance criteria, and ensure customizations follow accounting correctness.
• Manage hands-on activities such as

  data migration

  , master preparation, mapping, and reconciliation.
• Lead and contribute to

  end-to-end ERPNext implementations

  , with a primary focus on Accounting & Finance modules.
• Understand customer business models and translate them into ERPNext configurations aligned with best practices.
• Participate in requirement discovery, gap analysis, solution design, configuration, UAT support, and go-live.
• Collaborate with functional and technical teams to ensure smooth integrations and data flows.

2. Accounting & Finance Configuration (Core Focus)

You will be responsible for configuring, validating, and supporting the following ERPNext accounting areas:

• Accounting Masters

  : Chart of Accounts, Cost Centers, Accounting Dimensions, Fiscal Years

• Opening & Closing

  : Opening balances, year-end closing, period closing controls

• General Ledger

  : GL structure, voucher flows, posting logic, reconciliation

• Accounts Receivable & Payable

  : Customer/vendor accounting, advances, credit notes, debit notes

• Taxes

  : GST configuration, tax templates, tax rules, compliance reporting

• Banking

  : Bank accounts, bank reconciliation, payment entries, integration concepts

• Cost Center & Budgeting

  : Budget setup, controls, variance analysis

• Multi-Currency Setup

  : Foreign currency transactions, exchange rate handling

• Deferred Accounting

  : Revenue and expense recognition over time

• Subscription Management & Shareholder Management

  (where applicable)

• Handling Excess Payments & Adjustments

• Rebuild Tree & Accounting Data Integrity

3. Financial Reporting & Compliance

• Configure and validate

  financial reports

  , including:
• Balance Sheet, Profit & Loss, Cash Flow
• Trial Balance, General Ledger, AR/AP Ageing
• Design and customize

  Financial Report Templates

  as per business needs.
• Ensure alignment with

  Indian accounting standards, GST laws, and statutory reporting requirements

  .
• Support audits, compliance checks, and management reporting.

4. Customer Enablement & Support

• Train customer finance and operations teams on ERPNext accounting workflows.
• Prepare functional documentation, SOPs, and configuration notes.
• Act as a trusted advisor for customers on accounting best practices within ERPNext.
• Provide post-go-live support, issue analysis, and continuous improvement suggestions.

Required Qualifications

Education

• Bachelor’s degree in

  Commerce, Accounting, Finance, or Management

• CA (Inter), CMA, MBA (Finance), or equivalent qualifications are a strong plus

Experience

• 2–6 years

  of experience in accounting, finance, or ERP implementation roles
• Hands-on experience with

  ERPNext Accounting module

  is mandatory
• Experience working with

  Indian businesses

  and statutory accounting requirements

Required Skills & Knowledge

Accounting & Finance

• Strong fundamentals in:
• Financial accounting
• Budgeting and cost control
• AR/AP management
• GST and Indian taxation basics
• Practical understanding of business accounting workflows across industries

ERPNext & ERP Knowledge

• Solid understanding of

  ERPNext implementation lifecycle

• Functional expertise in ERPNext Accounting features and configurations
• Ability to map real-world accounting processes into ERPNext
• Familiarity with ERP concepts like masters, transactions, controls, and reports

Tools & Technology

• ERPNext / Frappe Framework (functional usage)
• Excel / Spreadsheets for reconciliation and analysis
• Basic understanding of integrations and data migration concepts (good to have)

Behavioral & Professional Traits

• Strong analytical and problem-solving mindset
• Ability to communicate confidently with finance heads, auditors, and business owners
• Detail-oriented with a focus on data accuracy and compliance
• Willingness to learn continuously and stay updated with ERPNext features
• Ownership-driven approach to customer success

Nice to Have

• Experience in ERPNext implementations across multiple customers
• Exposure to manufacturing, services, trading, or SaaS business models
• Experience in UAT coordination and go-live support
• Understanding of internal controls and audit readiness

Why Join Us

• Work on

  real-world ERPNext implementations

  with meaningful business impact
• Opportunity to deepen expertise in

  accounting + ERP

  combination
• Collaborative environment focused on learning, ownership, and long-term growth
• Exposure to diverse industries and complex business scenarios

accounting systems, ERPNext, and business transformation