Functional Consultant - Finance & Software (Zoho Books)

Codelattice -
Remote

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Job details

Fresher | Full-time

Qualifications

ERP systems
Analysis skills
Bachelor's degree
Accounting
APIs
GST
Accounting
Communication skills

Full job description

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Published Date: December 05, 2025

Job Title

Functional Consultant – Finance & Software (Zoho Books)

Job Types

Full-time, Freshers to 1 year

Location

Remote

About the Role

We are looking for an enthusiastic Functional Consultant with a background in Finance/Accounting and an interest in low-code/no-code platforms. This role is ideal for freshers and early professionals who want to build their career at the intersection of finance + technology.

You will support finance teams and technical teams by understanding business needs, configuring Zoho applications (especially Zoho Books), and helping automate financial workflows using low-code tools.

Key Responsibilities

Understand client business processes, workflows, and financial requirements.
Implement, configure, and optimize Zoho Books, Zoho Finance Suite, and related Zoho applications.
Design and build low-code/no-code business solutions using Zoho Creator, workflows, automation, and custom functions.
Collaborate with technical teams to translate business needs into system configurations.
Provide functional support during implementation, testing, and go-live phases.
Prepare documentation for requirements, process flow, UAT, and training.
Conduct training sessions for end-users on Zoho Books and related systems.
Troubleshoot financial module issues and coordinate with the technical team for fixes.
Work on integration requirements between Zoho Books and other business systems.
Ensure data accuracy, reporting quality, and compliance with finance standards.

Required Skills & Qualifications

Bachelor’s degree in Finance, Accounting, Commerce, Management, or related fields.
Understanding of basic accounting concepts such as invoicing, GST, expenses, ledgers, reconciliation, and financial statements.
Basic understanding of software applications, business workflows, and cloud platforms.
Exposure to Zoho Books or any accounting software (even academic/project-based) is preferred.
Willingness to learn Zoho applications like Zoho Creator, Zoho CRM, Zoho Inventory, Zoho Analytics.
Basic ability to create low-code workflows, forms, or simple automation (training will be provided).
Good analytical thinking, communication skills, and a problem-solving approach.
Ability to collaborate with cross-functional teams and manage basic client interactions.

Preferred Skills

Experience with ERP/Accounting systems implementation.
Understanding of APIs, integrations, or reporting tools.
Hands-on with data migration, Excel, and dashboards.

Why Join Us?

Opportunity to work in a hybrid role combining finance + technology.
Hands-on exposure to the Zoho ecosystem and automation tools.
Fast-growing environment with learning opportunities in low-code platforms.

For further information regarding this position, please contact HR at: +91 884 865 2618

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