AVP Presales Finance & Accounting

AVP – Pre-Sales / Solutions (Finance & Accounting)

 

Location- Gurgaon / NOida / Pune / Bangalore

Experience - 15+ years

Job Summary

The Pre-Sales Consultant plays a critical role in driving business growth by aligning customer needs with tailored solutions across Finance & Accounting (F&A), BPM, Shared Services, Global Business Services (GBS), and technology-enabled transformation services. This role combines domain expertise, solutioning capability, and consultative selling to support the sales cycle from initial engagement through deal closure. The ideal candidate will be a strategic thinker with hands-on experience in solution design, proposal development, pricing, and client engagement.

Key Responsibilities

1. Solution Architecting

• Understand client requirements and design scalable, efficient Finance & Accounting solutions across:
  • Record-to-Report (R2R)
  • Procure-to-Pay (P2P)
  • Order-to-Cash (O2C)
  • Financial Planning & Analysis (FP&A)
  • Treasury Operations
  • Tax & Compliance
  • Shared Services & GBS Models
• Develop Rough Order of Magnitude (ROM) pricing, effort estimates, and commercial models.
• Conduct process discovery workshops and current-state/future-state assessments.
• Identify opportunities for automation, AI, analytics, and digital transformation within finance functions.
• Address functional and operational concerns while ensuring alignment with client business objectives.

2. Proposal Development

• Lead and contribute to responses for RFPs, RFIs, RFQs, and proactive proposals, ensuring alignment with client expectations.
• Collaborate with cross-functional teams to develop customized solution narratives, operating models, transition approaches, and value propositions.
• Articulate ROI, productivity improvements, cost optimization opportunities, and transformation benefits.
• Develop business cases and commercial proposals for outsourcing, managed services, and transformation engagements.
• Ensure proposed solutions align with relevant financial controls, compliance requirements, and industry best practices.

3. Technical & Domain Expertise

• Maintain deep knowledge of Finance & Accounting processes, Shared Services, Global Business Services, Intelligent Automation, AI, Analytics, and Digital Transformation.
• Provide expert-level insights into service offerings, operating models, and transformation frameworks.
• Stay updated on industry trends, finance transformation initiatives, automation technologies, and emerging AI-led solutions.
• Understand compliance frameworks such as SOX, IFRS, US GAAP, internal controls, audit requirements, and risk management practices.

4. Sales Enablement & Customer Engagement

• Support sales teams with solution presentations, client workshops, capability demonstrations, and proposal reviews.
• Participate in client meetings and executive discussions to influence decision-making.
• Develop sales collateral, case studies, thought leadership content, and competitive intelligence.
• Act as a trusted advisor to CFO organizations, Finance Transformation leaders, and Shared Services stakeholders.
• Provide market insights on F&A outsourcing, GBS evolution, automation adoption, AI-enabled finance operations, and industry best practices.

Qualifications & Skills

• Bachelor's degree in Commerce, Finance, Accounting, Engineering, Business Administration, or related field (MBA/CA/CMA preferred).
• 15+ years of experience in Pre-Sales, Solution Consulting, Finance Transformation, BPM, Shared Services, or Solution Architecture.
• Strong understanding of Finance & Accounting processes including R2R, P2P, O2C, FP&A, Treasury, and Tax.
• Experience in large-scale outsourcing, managed services, and transformation solutioning.
• Excellent communication, presentation, proposal writing, and stakeholder management skills.
• Experience with proposal tools, CRM platforms, pricing models, and collaboration tools.

Preferred Attributes

• Certifications such as CA, CPA, CMA, Six Sigma, Lean, PMP, or ITIL.
• Experience supporting global clients across North America, EMEA, and APAC regions.
• Ability to translate complex operational and technology solutions into measurable business outcomes.
• Strong commercial acumen with experience in pricing, deal shaping, and value engineering.
• Strategic mindset with a consultative approach to client interactions.